2026 Triumvirate System
基础信息 / Basic Information
1. 区域 Region
China
SEA
Others
2. 角色 Role
Associate
CSL
Manager
Director
3. 姓名 Name
Module 2: Project Launch SOP (项目启动与搜索)
4. 这个SOP的使用比例是多少？（如在 xx% 的项目上使用过）/ What is the usage rate of this SOP? (e.g., xx% of projects)
5.
你使用了哪些 AI 功能？ / Which features did you use?
项目需求拆解 / Project Breakdown (AI Request Breakdown)
生成/优化搜索关键词 / Keywords Generation (AI Search Terms)
自动拉取初始专家名单 / Initial Expert List (AI Sourcing)
以上都没用 / None of the above
6. [价值] 你觉得 AI 出来的专家名单质量如何？ / [Value] How is the quality of the AI-generated expert list?
质量很好，直接能用，仅需人工微调 / High quality, used it directly (only requires minor manual adjustments)
质量不行，基本没用 / Poor quality, not useful
惊喜发现：AI 帮我找到了手动搜索时漏掉的专家 / Back-search win: AI found experts I missed with manual keywords
在哪些行业/项目上最有帮助？/ Which sectors/projects was it most helpful for?
7. [提效] 帮你节省了多少时间？ / [Impact] How much time did it save you?
＜ 10 min
10–30 min
> 30 min
取决于项目类型（请注明） / It depends on the project type(Please specify):
8. [阻力] 如果没用或用得少，主要阻力是？ / [Blocker] If you didn't use it, why?
Copilot 不稳定 (卡顿/报错) / Copilot unstable (Errors/Freezing)
没有接入本地招募渠道 (如猎聘/智联) / No local sourcing access (e.g., Liepin/Zhaopin)
不太会操作 / 习惯了手动 / Don't know how to use it
你觉得什么情况下你可能会愿意用？/ In what scenario would you use it?
9. [未来] 如果 AI 能自动完成 these steps（不需要复制粘贴），你会让它做吗？ / [Future] If AI could do these steps automatically (no copy-paste), would you use it?
会，完全交给 AI，我只审核结果 / Yes, let AI do it and I will review results
不确定 / Not sure
不会，我更相信自己的手动搜索 / No, I trust myself more
Module 3: Profile Quality SOP (质量评估)
10. 在使用比例上（如在 xx% 的项目上使用过）/ Usage Rate:
11. 关于 Profile 质量评估，你的真实操作是？ / How did you assess Profile quality?
自己或让 Associate 用 AI Prompt 跑分，并根据具体建议修改 / Self or Associate used AI Scoring and edited based on feedback.
没打开工具，但我按培训的 Quality Gate 标准肉眼审核 / Logic Internalized: I checked manually using the Quality Gate standards (Company Title Relevancy etc).
完全没有使用 / Did not use it at all.
12. [价值] AI 跑分在哪些方面有帮助？ / [Value] How does AI Scoring help?
识别盲点：发现肉眼易忽略的细节 (如时间重叠、公开信息不一致) / Identify blind spots: Found details I missed (e.g., date overlaps)
响应速度：能更快速地给 Associate 或客户反馈 / Response speed: Faster feedback to Associates or Clients
质量对齐：确保不同团队成员产出的 Profile 在同一标准线上 / Quality Alignment: All profiles from the team follow the same standard
带教提效：Associate 先自检，减少反复修改和打回的次数 / Training efficiency: Associate self-checks, reducing rework
反馈有力：打回专家时有客观理由，反馈更顺畅 / Better feedback: Objective reasons provided for rejecting profiles
其他/Other
13. [提效] 综合看，该模块平均每个项目提升了多少效率？ / [Impact] Total efficiency gain for one project (multiple profiles)?
< 10 min
10-30 min
30-60 min
> 1 hour
哪些项目类型效果好/不好？/ Which project types work best/worst?
14. [阻力] 主要阻力是？ / [Blocker] What is the main barrier?
工具不稳定 / 微信接不上 / Tool unstable / WeChat integration issues
逻辑已内化，肉眼看比跑分快 / Logic internalized; no need to use AI Score Prompt
AI 评分不够精准 (与实际判断有偏差) / AI score is not accurate
原始项目信息太少，AI 无法有效评分 / Request too short; not enough data for AI to score
其他 Other
15. [未来] 如果 AI 能自动跑分并把问题标注好，你会直接用它吗？ / [Future] If AI could score and highlight issues automatically, would you use it?
会 / Yes
不确定 / Not sure
不会 / No
Module 4: Client Communication SOP (客户沟通)
16. 使用比例多高 / Usage Rate: [ ] %
17. 给客户发 update 的时候，你用过哪些？ / When sending client updates, which did you use?
采用了Update步骤，“三段式”结构 (现状 Data 结果 下一步) /Follow Update Steps, '3-Part' structure (Data Status Result Next Step)
用 AI 分析客户历史邮件并起草/润色回复 / AI email history analysis & drafting
以上都没有 / None of the above
18. [策略价值] 这些手段对项目推进有何帮助？ / [Strategic Value] How did this help the project?
客户回复变快，不再追问基础进度 / Faster client replies
客户更容易接受推荐方案，挑战变少了 / Clients accept experts more easily, fewer challenges
沟通更有条理，客户反馈我们更 Professional / Clearer communication; feedback is 'More Professional'
更精准捕捉客户痛点，沟通更有针对性 / Better understanding of client pain points
19. [提效] 每天为你节省了多少沟通/思考时间？ / [Impact] How much thinking/comm time did it save daily?
10-30 min
30-60 min
> 1 hour
难以估算 / Hard to estimate
20. [阻力] 主要阻力是？ / [Blocker] What is the main barrier?
复制粘贴太麻烦 / 没有集成到微信或 WhatsApp / No WeChat/What’s app integration
Copilot 记不住 SOP / Copilot cannot memorize SOP
客户需求太碎、AI 抓不住重点 / Client needs are too specific for AI to grasp
其他 / Other
21. [未来] 如果 AI 能自动学习 SOP、起草回复，你只需确认发送，你会用吗？ / [Future] If AI could draft replies automatically for you to review, would you use it?
会 / Yes
不确定 / Not sure
不会 / No
Module 1: The Keel (项目过会与风控 / Project Review & Risk)
22. 在团队内部过项目(Review)时：/ During team project reviews:
专门讨论了项目的 Red Flags (比如 24H 0 DV) / Specifically discussed Red Flags (24H 0 DV etc)
尝试用 AI 自动拉取了项目的风险清单 / Used AI to pull the risk/Red Flag list
还是按老方式沟通，未专门提及 Red Flag / Followed old workflow; did not discuss Red Flags specifically
23. [提效] 如果用了 AI，项目过会效率提升了多少？/ [Impact] How much did this improve review efficiency?
明显提效 / High
小幅提效 / Low
差不多 / No change
难以估算 / Hard to estimate
24. [阻力] 主要阻力是？(多选) / [Blocker] Main barrier?
Copilot 不稳定 / Copilot unstable
Copilot 读不到微信what's app记录, 无法批量拉出Red Flag / No WeChat/What's app integration (Cannot pull Red Flags from chats)
Copilot 记不住 SOP / Copilot cannot memorize SOP
团队已内化逻辑，口头交流更高效 / Team already knows the logic; talking is faster
25. [未来] 如果 AI 能实时自动检查聊天记录并提示风险，你会用吗？/ [Future] If AI could auto-check Red Flags in real-time, would you use it?
会，直接用它引导过会 / Yes, to lead the review
不确定 / Not sure
不会 / No
稳定
性与基
础设施 (Stability & Infrastructure)
26.
你最近主要用哪个工具？/ Which AI tool do you use most?
Copilot (稳定 / Stable)
Copilot (常报错 / Unstable)
Gemini
没用过 / None
其他/Other
27. Copilot 出问题的频率？/ How often did Copilot fail?
每次都出问题 / Every time
5 次以上/Over 5 Times
3-5 次/3-5 Times
1-2 次/1-2 Times
0
综合评价与建议 / Summary
28. 综合评哪个模块最能解决你的“痛点”？/ Which module is most valuable to you?
M2-拉list (Sourcing)
M3-跑分 (Scoring)
M4-客户沟通 (Client Comm)
M1-风险预警 (Risk)
暂无 (None)
29.
Q8. 小胜利 (Small Win):
请分享具体案例（如：AI 找回了漏掉的专家、节省了 1 小时编辑,翻译等）/ Share a specific case where AI helped (e.g., found a missed expert, saved 1 hour of translation & draft).
30.
Q9. 新 Idea:
工作中还有哪些场景你希望 AI 能帮你提效？/ New Ideas: Any other scenarios where AI could help you?
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