Tencent Cloud Customer Portrait Ten-Step Method

Problem

Pre-visit sales preparation often runs into three practical issues: customer signals are scattered across official sites, job postings, news reports, and business registries; there is no consistent way to judge whether a lead deserves investment; and field questions about in-house development, data security, or payback can interrupt the conversation. This skill turns Tencent Cloud B2B sales preparation into a structured workflow instead of a generic company brief.

How it works

The workflow follows a ten-step method. It starts with Customer Snapshot and Company Deep-Dive, extracting product lines, channel matrix, and strategic moves. It then applies 5-Dimension Scoring, Lifeline Analysis, and BEFORE/AFTER scenario mapping to locate pain points at the level of specific roles and repetitive work. A 6-Dimension Lead Score evaluates budget clarity, decision-chain access, time windows, and benchmark potential, producing A/B/C/D lead tiers. The output can include icebreaker scripts, demo scripts, technical objection handling, and a pre-visit checklist, turning public information into internal sales preparation material. For partner-led visits, the partner relationship module can clarify referral and decision roles; for new industry entry, the industry analysis module can summarize market size, policy, competition, and jargon.

Boundaries and notes

The skill is best suited to Tencent Cloud sales or similar B2B contexts, and the scoring dimensions can be replaced for different product lines. Source data is mainly public, so conflicting metrics should be labeled with a recommended citation. The material includes internal lead scoring, entry strategy, and talk scripts, and should not be sent to customers as a whole. Technical responses must stay within product boundaries, without promising roadmap features or out-of-scope capabilities.