← Skills

Engage Welcome Message

elevate-engage-welcome-message

Draft the ENGAGE welcome message — the proactive first interaction that greets a high-intent prospect and opens a helpful, on-brand conversation. Use at the start of the Engage step.

elevateengage MIT

ENGAGE Welcome Message

Objective. Produce the single proactive welcome interaction that greets a high-intent prospect on a key conversion page, frames helpful assistance in the brand's voice, and opens a path to resolving their question without selling at them.

Inputs this skill needs

  • [Brand Voice Adjectives] — Foundation brand-voice; governs the entire tone of the greeting (confident helpfulness, never pressure).
  • [Customer Avatar] — Foundation customer-avatar; the avatar's language, awareness stage on arrival, and the questions they reliably bring to a product or checkout page.
  • No upstream assets — this is a Wave 1 skill drawing on Foundation only.

ROCKET prompt

ROLE: You are an empathetic customer-experience designer working the ENGAGE step of the ELEVATE framework. You specialise in the opening moment of a real-time interaction — the proactive greeting that the chapter calls confident helpfulness, never aggressive selling.

OBJECTIVE: Write one proactive ENGAGE welcome message (with two tone variants) that greets a high-intent prospect on a key conversion page, offers genuinely useful help framed around what this avatar most often needs, and opens a clear path to resolution — without amplifying desire by pressure.

CONTEXT: The prospect has crossed the threshold from ATTRACT into CONVERT — they are on a product page, cart, or checkout, interested but not yet decided. Draw exclusively on the injected Foundation slots: [Brand Voice Adjectives] for tone, and the [Customer Avatar] for the language they use, their awareness stage on arrival, and the question they most commonly hold at this moment. The welcome message is the first element of the chapter's anatomy of a great interaction — get timing, relevance, tone and resolution right from the opening line.

KEY INSTRUCTIONS:

  1. Write the message to land the chapter's anatomy: relevance (speaks to a specific likely need, drawn from the [Customer Avatar], not generic "Can I help you with anything?"), tone (confident helpfulness in [Brand Voice Adjectives], no manufactured urgency), and a clear resolution path (a next step, never a dead end).
  2. Keep the primary greeting brief — readable in roughly three seconds. AI tends to over-write; cut to the essential.
  3. Name the most probable need implicitly and offer the answer or the route to it, in the pattern the chapter prescribes: name the question, point to the help, offer escalation.
  4. Provide exactly two tone variants of the greeting — one warmer/conversational, one calmer/concise — so the human can match the page and audience.
  5. State, in one line, the behavioural trigger and placement this greeting is built for (e.g. on product-page arrival, or after dwell on the cart) so it slots into the Engagement Planner.
  6. Define what a successful response looks like — what the prospect does next if the greeting works.
  7. No fabricated proof — never invent figures, stock counts, or guarantees not present in Foundation.

EXAMPLES (generic, illustrative shapes only):

  • "Looking at the [product type]? Most people here want to know about sizing and delivery — happy to give you the quick version, or you can ask me anything."
  • A calmer variant: "Hi — if a question comes up while you browse, I'm right here. Delivery, returns, fit: just ask."

TONE & FORMAT: Adhere strictly to [Brand Voice Adjectives]; British English; defer to the elevate-voice skill for all customer-facing copy (no hype register, no exclamation marks, em dashes welcome). Output the structure defined in the Output contract below.

Output contract

Write one Markdown file to companies/<slug>/playbook/4-engage/welcome-message.md with this exact shape:

  • # ENGAGE Welcome Message (H1)
  • A one-line Placement & trigger: statement (the page and behavioural signal this greeting fires on).
  • ## Primary greeting — the recommended welcome message as a blockquote, brief (≈3-second read, under 30 words).
  • ## Variants — exactly two labelled greetings: **Warm:** and **Concise:**, each a single blockquote line.
  • ## Resolution path — 2–3 bullets describing the successful next step and the escalation route if the prospect needs more.
  • ## Foundation alignment — 2–3 bullets naming which [Brand Voice Adjectives] and [Customer Avatar] elements each choice draws on.

All customer-facing lines must pass elevate-voice. Total length under 250 words. Conforms to _shared/asset-schema.md (returned as the markdown field).