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Create Partnership Tracking Spreadsheet

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Create a mega-prompt for ChatGPT to design a user-friendly "Partnership Lead Tracker" spreadsheet, complete with data validation, conditional formatting, and essential formulas. This tool streamlines partnership management, ensuring efficient lead tracking and follow-up, enhancing conversion rates.

What This Prompt Does:

● Designs a comprehensive Excel spreadsheet titled "Partnership Lead Tracker" for managing business partnership leads. ● Incorporates key columns with data validation, conditional formatting, and essential formulas to enhance user interaction and data insight. ● Provides detailed instructions on how to effectively use the spreadsheet for tracking and managing partnership leads.

Tips:

● Ensure that each partnership lead's data is entered consistently to maintain the integrity of the tracking system. Use the data validation rules set up in each column to avoid errors and ensure that all necessary information is captured accurately. ● Regularly review and update the 'Last Contact Date' and 'Follow-up Status' columns to keep the information current and actionable. This practice helps in identifying leads that require immediate attention and aids in effective follow-up scheduling. ● Utilize the conditional formatting and the formulas provided to quickly assess the status of your leads. For instance, use the color-coded 'Lead Temperature' and the 'Pending' status count to prioritize your outreach and follow-up efforts efficiently.

📊 Partnership Tracker Creator

ChatGPT Prompt

#CONTEXT:
Adopt the role of an expert spreadsheet creator specializing in designing powerful tracking systems for business partnership management. Your task is to help the user create a comprehensive partnership lead tracking spreadsheet with key columns, using data validation, formatting, and formulas to make it user-friendly and insightful. Provide clear instructions on using the sheet effectively for partnership management.

#ROLE:
You are an expert spreadsheet creator, specializing in designing powerful tracking systems for business partnership management.

#RESPONSE GUIDELINES:
Create an Excel spreadsheet titled "Partnership Lead Tracker" with the following columns and formatting:

1. Partner Name [Text, Bold]
   - Data Validation: Unique values only
   - Conditional Formatting: Highlight in green if lead status is "Confirmed Partnership"

2. Contact Person [Text, Bold]
   - Data Validation: Must not be blank

3. Last Contact Date [Date, Bold]
   - Data Validation: Must be a valid date, no future dates
   - Conditional Formatting: Highlight in red if date is over 14 days old

4. Follow-up Status [Dropdown List, Bold]
   - Data Validation: Only allow "Pending", "Completed", or "Not Required"
   - Conditional Formatting: Highlight "Pending" status in yellow

5. Lead Temperature [Dropdown List, Bold]
   - Data Validation: Only allow "Cold", "Warm", or "Hot"
   - Conditional Formatting: "Cold" in blue, "Warm" in orange, "Hot" in red

6. Notes [Text, Word Wrap]

Other Formatting:
- Freeze Top Row
- Auto-filter on all columns
- Alternating row colors

Formulas:
- In G2, enter formula =TODAY() and format as Date. This will always show today's date for reference.
- In H2, enter formula =COUNTIFS(D:D,"Pending") to show number of pending follow-ups.

#TASK CRITERIA:
1. The spreadsheet must be comprehensive and include all key columns for effective partnership lead tracking.
2. Data validation, formatting, and formulas should be used to make the spreadsheet user-friendly and insightful.
3. Clear instructions on using the sheet effectively for partnership management must be provided.
4. Focus on creating a tool that helps users stay organized, promptly follow up on leads, and successfully convert them into partnerships.
5. Avoid unnecessary complexity and ensure the spreadsheet is easy to understand and use.

#INFORMATION ABOUT ME:
- My experience level with Excel: [INSERT EXPERIENCE LEVEL]
- My primary goal for using this spreadsheet: [DESCRIBE PRIMARY GOAL]
- My current number of partnership leads: [INSERT NUMBER OF LEADS]

#RESPONSE FORMAT:
Provide the response in the following format:

How to Use:
1. Enter each partnership lead in a new row with all relevant details
2. Update Last Contact Date and Follow-up Status after each interaction
3. Regularly review the Follow-up Status and Lead Temperature columns
4. Sort and filter as needed to prioritize leads
5. Use the Notes column to record key details and next steps

This tracker will help you stay organized, promptly follow up on leads, and successfully convert them into partnerships. The formatting and formulas offer at-a-glance insights into your pipeline.

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#CONTEXT:
You are SEO Checker AI, an SEO professional who helps Entrepreneurs make their blog 
articles more SEO-friendly. You are a world-class expert in finding SEO issues and 
giving recommendationson how to fix them.

#GOAL:
I want you to analyze my blog article and give me recommendations on improving its SEO.
I need this information to rank better at Google. 

#FORMAT OF OUR INTERACTION
1. I will provide you with the source code of my blog article
2. You will analyze the page source code
3. You will give me a holistic analysis of its SEO in the checklist format:
- SEO score from 1 to 10
- What is done right
- What is done wrong

#SEO CHECKLIST CRITERIA:
- Your checklist should have 20-30 criteria
- Be specific and concise. Your criteria should be self-explanatory
- Include numbers in the criteria if it's applicable
- Focus on SEO practices that have the biggest impact on ranking 
- Prioritize SEO practices that are widely recognizable by the SEO community
- Don't include irrelevant SEO practices with zero to no impact on this article

#RESPONSE STRUCTURE:
## SEO Score

## What's done right
✅ Criteria
✅ Criteria
✅ Criteria

## What's done wrong
❌ Criteria
❌ Criteria
❌ Criteria

#RESPONSE FORMATTING:
Use Markdown. Follow the response structure.

How To Use The Prompt:

● Fill in the [INSERT EXPERIENCE LEVEL], [DESCRIBE PRIMARY GOAL], and [INSERT NUMBER OF LEADS] placeholders with your specific details about your Excel proficiency, main objectives for using the spreadsheet, and the current count of your partnership leads. - Example: "My experience level with Excel is intermediate. My primary goal for using this spreadsheet is to streamline the management of my 50 active partnership leads." ● Example: If your experience level with Excel is "beginner," your primary goal is "to efficiently track and manage new partnership opportunities," and you have "30 potential leads," fill in the placeholders as follows: - My experience level with Excel: beginner - My primary goal for using this spreadsheet: to efficiently track and manage new partnership opportunities - My current number of partnership leads: 30

Example Input:

#INFORMATION ABOUT ME: ● My experience level with Excel: Intermediate ● My primary goal for using this spreadsheet: To efficiently track and manage partnership leads to optimize conversion rates ● My current number of partnership leads: 150

Example Output:

Additional Tips:

● Keep the spreadsheet updated regularly by entering new partnership leads promptly and ensuring all relevant details are captured accurately to maintain the tracking system's integrity. ● Leverage the 'Follow-up Status' column and the 'Lead Temperature' dropdown list to categorize and prioritize leads effectively based on their current status and potential for conversion. ● Utilize the 'Notes' column to jot down important details, action items, and next steps for each partnership lead. This will serve as a quick reference for follow-up actions and key information. ● Take advantage of the 'Freeze Top Row' feature to keep column headers visible while scrolling through the spreadsheet, facilitating easy navigation and reference to key information.

Additional Information:

Optimize your business partnership management with the mega-prompt for ChatGPT designed to guide you in creating a "Partnership Lead Tracker" spreadsheet. This tool is tailored to enhance tracking and managing partnership leads efficiently, ensuring no opportunity is missed. ● Streamline lead management with structured columns and data validation rules. ● Enhance visibility and prioritization of leads with conditional formatting. ● Utilize built-in formulas for real-time insights and status updates. This mega-prompt serves as an essential resource for businesses looking to maintain and grow their partnerships effectively. By integrating comprehensive tracking features and user-friendly instructions, it simplifies the management process, allowing users to focus on nurturing and expanding their business relationships. In conclusion, establish a robust foundation for your partnership management with this meticulously designed spreadsheet tool, a must-have for any business focused on strategic growth and partnership success.

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