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Product Recommendation

Customer product recommendation based on needs analysis

Complexity: Moderate | Duration: 15-30m | Category: Industry/Financial Services

Tags: recommendation product sales customer-service

Workflow Diagram​

Steps​

Step 1: Analyze profile​

Agent: relationship

manager - Review customer data

Step 2: Identify needs​

Agent: relationship

manager - Understand requirements

Step 3: Match products​

Agent: product

specialist - Find suitable offerings

Step 4: Present options​

Agent: relationship

manager - Explain product benefits

Step 5: Answer questions​

Agent: relationship

manager - Address concerns

Step 6: Process application​

Agent: relationship

manager - Submit if interested

Step 7: Follow up​

Agent: relationship

manager - Check on decision

Usage​

To execute this workflow:

/workflow industry/financial-services/product-recommendation.workflow

See other workflows in this category for related automation patterns.