RolePlay Scenario Setup Guide - Prospect Company

Field Descriptions:

1. Instructions

• Description: Provide detailed guidance on what the user should accomplish in this scenario.
• Example (Software): “In this scenario, you will practice handling a customer inquiry about upgrading their existing software package. Your goal is to demonstrate the new features and benefits convincingly.”
• Example (Healthcare): “In this scenario, you will simulate a conversation with a hospital administrator about adopting a new patient management system. Your goal is to highlight the system’s efficiency and compliance with healthcare regulations.”
• Example (Retail): “In this scenario, you will engage with a store manager about integrating a new point-of-sale system. Your goal is to explain the ease of use and the potential increase in sales efficiency.”

 

2. Goal

• Description: Define the main objective of the RolePlay scenario.
• Example (Software): “The main goal is to successfully persuade the customer to upgrade to the premium software package.”
• Example (Healthcare): “The main goal is to convince the hospital administrator to implement the new patient management system across their network.”
• Example (Retail): “The main goal is to secure the store manager’s agreement to install the new point-of-sale system in all their locations.”

 

3. Product or Service

• Description: Specify the product or service involved in the scenario.
• Example (Software): “Premium Software Package - includes advanced analytics, additional user licenses, and priority support.”
• Example (Healthcare): “Patient Management System - offers integrated scheduling, electronic health records (EHR), and billing features.”
• Example (Retail): “Advanced Point-of-Sale System - features real-time inventory tracking, mobile payment options, and detailed sales reports.”

 

4. Objectives

• Description: List specific, smaller targets within the scenario. Min 2, Max 5.
• Example (Software):
  • “Explain the new analytics features.”
  • “Highlight the benefits of additional user licenses.”
  • “Address any concerns about the cost of upgrading.”
• Example (Healthcare):
  • “Demonstrate compliance with healthcare regulations.”
  • “Showcase the integrated scheduling and EHR capabilities.”
  • “Discuss the system’s ease of use for medical staff.”
• Example (Retail):
  • “Present the real-time inventory tracking feature.”
  • “Explain the benefits of mobile payment options.”
  • “Highlight the detailed sales reporting functionality.”

 

5. Communication Style

• The Enthusiastic Engager: Alex Rivera
• The Skeptical Analyst: Jordan Lee
• The Indifferent Browser: Taylor Morgan
• The Direct Negotiator: Sam Ivanov
• The Reflective Thinker: Casey Anderson
• The Casual Conversationalist: Jamie Chen

 

6. Company Name

• Description: Enter the name of the company portrayed by the AI in the scenario.
• Example (Software): “Tech Innovators Inc.”
• Example (Healthcare): “Healthy Future Hospitals.”
• Example (Retail): “ShopSmart Retailers.”

 

7. Job Title

• Description: Provide the job title of the individual the AI will impersonate.
• Example (Software): “IT Manager”
• Example (Healthcare): “Hospital Administrator”
• Example (Retail): “Store Manager”

 

8. Current Provider

• Description: Mention any current solutions the customer uses that relate to the scenario.
• Example (Software): “Currently using Standard Software Package.”
• Example (Healthcare): “Currently using Basic Patient Management System.”
• Example (Retail): “Currently using Legacy Point-of-Sale System.”

 

9. Pain Points

• Description: Describe issues the customer is facing that the scenario should explore. Min 1, Max 3.
• Example (Software):
  • “Limited analytics capabilities.”
  • “Insufficient user licenses for their growing team.”
• Example (Healthcare):
  • “Inefficient patient scheduling.”
  • “Non-compliance with updated healthcare regulations.”
• Example (Retail):
  • “Inaccurate inventory tracking.”
  • “Outdated payment processing options.”

 

10. Objections

• Description: List potential objections from the customer regarding the product or service. Min 1, Max 3.
• Example (Software):
  • “Concerned about the cost of upgrading.”
  • “Worried about the learning curve for new features.”
• Example (Healthcare):
  • “Unsure about the system’s compatibility with existing infrastructure.”
  • “Concerned about the training required for staff.”
• Example (Retail):
  • “Reluctant to invest in new technology during the current fiscal year.”
  • “Doubtful about the benefits compared to the current system.”