User Stories
Table of Contents
- User Story 1: Retrieve Recipient Information
- User Story 2: Retrieve Company Information
- User Story 3: Retrieve Prior Interactions
- User Story 4: Generate Consultative Follow-Up Email
Introduction
This document captures the user stories for Project Genesis, aimed at solving the problem of sending personalized follow-up emails rather than canned or templated responses.
Purpose
The purpose of this User Stories document is to capture the user requirements for Project Genesis in a simple and understandable format, ensuring all stakeholders have a clear understanding of the project goals and deliverables.
Scope
The scope of this User Stories document pertains to the development of a system for generating personalized follow-up emails for sales processes.
User Stories
User Story 1: Retrieve Recipient Information
- As a: Sales Representative
- I want to: Retrieve the recipient's name and contact information
- So that: I can personalize the follow-up email
Description
The system should be able to fetch and display the recipient's name and contact details from the CRM database.
Acceptance Criteria
- The system retrieves the recipient's full name.
- The system retrieves the recipient's email address and phone number.
- The information is displayed on the email composition screen.
Notes
This user story is critical for ensuring the email is personalized with correct recipient details.
User Story 2: Retrieve Company Information
- As a: Sales Representative
- I want to: Retrieve information about the recipient's company
- So that: I can tailor the email to address the company's specific needs
Description
The system should fetch and display relevant information about the recipient's company, such as industry, size, and services offered.
Acceptance Criteria
- The system retrieves the company's name and industry.
- The system retrieves the company's size and services offered.
- The information is displayed on the email composition screen.
Notes
This user story ensures the follow-up email is relevant to the recipient's company.
User Story 3: Retrieve Prior Interactions
- As a: Sales Representative
- I want to: Retrieve any prior interactions with the recipient or their company
- So that: I can reference these interactions in the follow-up email
Description
The system should fetch and display a summary of previous interactions, such as emails, calls, and meetings, with the recipient or their company.
Acceptance Criteria
- The system retrieves a summary of prior emails exchanged.
- The system retrieves a summary of prior calls and meetings.
- The information is displayed on the email composition screen.
Notes
This user story helps in building a context-aware follow-up email that references previous interactions.
User Story 4: Generate Consultative Follow-Up Email
- As a: Sales Representative
- I want to: Generate a consultative follow-up email
- So that: I can provide value and build trust with the recipient
Description
The system should assist in generating a follow-up email that adopts a consultative approach, offering insights or solutions rather than a direct sales pitch.
Acceptance Criteria
- The system suggests personalized email content based on recipient and company information.
- The email content references prior interactions.
- The email content follows a consultative approach, offering insights or advice.
Notes
This user story ensures the follow-up emails are personalized, relevant, and value-driven.
Acceptance Criteria
- The system must retrieve and display recipient information accurately.
- The system must retrieve and display company information accurately.
- The system must retrieve and display prior interactions accurately.
- The system must generate a consultative follow-up email that is personalized and references prior interactions.
Definitions, Acronyms, and Abbreviations
- CRM: Customer Relationship Management
- Consultative Approach: A sales approach that focuses on providing solutions and insights rather than direct selling.
Appendix
Include any additional information or documents relevant to the User Stories document.
Approval
Prepared by: Dave Cumberpatch
Date: 11/28/2024
Approved by: [Approver's Name]
Date: [Approval Date]