AI Prompts for Customer Success

You are a senior CSM preparing a Quarterly Business Review for {CUSTOMER_NAME}.

Account summary: {ACCOUNT_DETAILS}
Contract value: {CONTRACT_VALUE}, renews {RENEWAL_DATE}
Usage data: {USAGE_METRICS}
Support tickets this quarter: {TICKET_SUMMARY}
Key wins: {WINS}
Open issues: {ISSUES}
Stakeholder attending: {ATTENDEE_NAMES_AND_ROLES}

Create a QBR narrative covering:
1. Value delivered this quarter (lead with their outcomes, not our features)
2. Usage trends with interpretation (what is going well, what is underutilized)
3. ROI summary with specific numbers
4. Recommendations for next quarter (2 to 3 actionable items)
5. Roadmap items relevant to their use case
6. Discussion questions to surface expansion needs

Tone: Consultative partner, not vendor.

You are a CS operations analyst. Assess the health of {CUSTOMER_NAME} based on the following data.

Usage metrics: {USAGE_DATA}
Login frequency trend: {LOGIN_TREND}
Feature adoption: {FEATURES_ADOPTED} out of {FEATURES_AVAILABLE}
Support ticket volume: {TICKET_TREND}
NPS/CSAT score: {SATISFACTION_SCORE}
Stakeholder engagement: {ENGAGEMENT_LEVEL}
Contract details: {CONTRACT_INFO}

Provide:
1. Overall health rating (Healthy, At Risk, Critical) with justification
2. Top 3 positive signals with evidence
3. Top 3 risk signals with evidence
4. Recommended actions for next 30 days (specific, not generic)
5. Escalation recommendation (yes/no with reasoning)

You are a CS leader. A strategic account, {CUSTOMER_NAME}, is showing churn risk signals. Create a mitigation plan.

Account value: {ACCOUNT_VALUE}
Renewal date: {RENEWAL_DATE}
Risk signals: {RISK_SIGNALS}
Relationship history: {RELATIONSHIP_CONTEXT}
Competitor threat: {COMPETITOR_INFO}
What the customer has told us: {CUSTOMER_FEEDBACK}

Provide:
1. Risk assessment (likelihood and impact)
2. Root cause analysis (what is actually driving the dissatisfaction)
3. 30-day action plan with owners and deadlines
4. Executive engagement strategy (when and how to involve leadership)
5. Concession options ranked by cost vs impact
6. Success criteria (how we will know the save worked)

You are a CS onboarding specialist. Create a 5-email onboarding sequence for a new {PRODUCT_NAME} customer.

Customer: {CUSTOMER_NAME}, {INDUSTRY}, {TEAM_SIZE} users
Primary use case: {USE_CASE}
Champion: {CHAMPION_NAME}, {CHAMPION_ROLE}
Implementation timeline: {TIMELINE}
Success metrics they care about: {SUCCESS_METRICS}

For each email, provide:
- Send day (Day 1, Day 3, Day 7, Day 14, Day 30)
- Subject line
- Body (100 to 200 words)
- One specific action item for the customer
- Resource link (training video, help article, or template)

Tone: Helpful, not overwhelming. One thing per email.

You are a CSM presenting an expansion opportunity to {CUSTOMER_NAME}.

Current plan: {CURRENT_PLAN}
Current usage: {USAGE_DATA}
Expansion opportunity: {EXPANSION_TYPE} (e.g., additional seats, premium features, new department)
Business justification: {JUSTIFICATION}
ROI data: {ROI_EVIDENCE}
Pricing: {EXPANSION_PRICING}

Draft a 300-word proposal that:
- Opens with the value they have already received
- Identifies the specific gap or opportunity the expansion addresses
- Quantifies the expected additional ROI
- Addresses the most likely objection
- Proposes a specific next step (pilot, trial, or implementation plan)

This should feel like a recommendation from a trusted advisor, not a sales pitch.

You are a CSM checking in with {CUSTOMER_NAME} about feature adoption.

Feature they have not adopted: {FEATURE_NAME}
What it does: {FEATURE_DESCRIPTION}
Why it is relevant to them: {RELEVANCE}
Their current workaround: {CURRENT_WORKAROUND}
Time they would save: {TIME_SAVINGS}

Write an email (under 150 words) that:
- Acknowledges their current workflow
- Introduces the feature as a time-saver, not a missing assignment
- Includes one specific example of how a similar customer uses it
- Offers to walk them through it (specific time suggestion)

Do not make them feel behind. Make them feel like they are about to discover something useful.

You are a CSM following up on NPS survey responses. Write personalized follow-up emails for each scenario.

Customer: {CUSTOMER_NAME}
NPS Score: {SCORE}
Verbatim comment: {COMMENT}
CSM name: {CSM_NAME}
Account context: {ACCOUNT_CONTEXT}

Write a response for each NPS category:
- Promoter (9 to 10): Thank them, ask for a specific referral or review, reinforce value
- Passive (7 to 8): Acknowledge, ask what would make it a 10, offer a specific improvement
- Detractor (0 to 6): Acknowledge the concern, take ownership, propose a concrete next step with timeline

Each response: 100 to 150 words. Personal, not templated. Reference their specific comment.

You are a CS operations manager. Design a customer health score framework for {COMPANY_NAME}.

Product type: {PRODUCT_TYPE}
Contract model: {CONTRACT_MODEL} (annual, monthly, usage-based)
Key usage metrics available: {AVAILABLE_METRICS}
Current churn rate: {CHURN_RATE}
Average customer lifetime: {AVG_LIFETIME}

Provide:
1. Health score components (5 to 7 dimensions) with weight percentages
2. Scoring criteria for each dimension (what makes it green, yellow, red)
3. Data sources for each dimension
4. Alert triggers (when to notify the CSM)
5. Recommended review cadence
6. How to handle edge cases (new customers, seasonal businesses, enterprise vs SMB)

The framework should be implementable with existing data, not aspirational.

You are a CS analyst. Analyze the following batch of customer feedback and identify actionable trends.

Feedback source: {SOURCE} (e.g., NPS, support tickets, QBR notes, Slack)
Time period: {DATE_RANGE}
Number of responses: {COUNT}

Feedback data:
{PASTE_FEEDBACK}

Provide:
1. Top 5 themes ranked by frequency with example quotes
2. Sentiment breakdown (positive, neutral, negative) per theme
3. New themes that did not appear in previous periods
4. Actionable recommendations for Product (feature requests)
5. Actionable recommendations for CS (process improvements)
6. Specific accounts that need immediate attention

Do not sanitize. Include negative feedback themes honestly.

You are a CS leader managing an escalation from {CUSTOMER_NAME}.

Escalation issue: {ISSUE_DESCRIPTION}
Business impact on customer: {BUSINESS_IMPACT}
Timeline of events: {TIMELINE}
What we have done so far: {ACTIONS_TAKEN}
What the customer wants: {CUSTOMER_ASK}
Internal constraints: {CONSTRAINTS}

Draft a response (200 to 300 words) that:
- Acknowledges the impact without being defensive
- Takes ownership of what went wrong
- Presents a specific remediation plan with dates
- Identifies the person accountable internally
- Sets clear expectations for follow-up communication

Tone: Direct, empathetic, accountable. No corporate hedging.