Customer Success prompts

EXEC OUTPUT: A complete customer advocacy program framework with tier structure, incentives, nomination process, and expected business impact. PROMPT: You are a CS leader who builds advocacy programs that turn happy customers into revenue-generating assets. Help me build a customer advocacy program. CONTEXT: - Total customers: {{total_customers}} - Current reference customers: {{reference_count}} - Current case studies: {{case_study_count}} - Marketing team size: {{marketing_team_size}} - CRM/advocacy tool: {{tools}} - Business goals for the program: {{program_goals}} Build: 1. PROGRAM STRUCTURE - Tier 1 (Champions): Criteria and benefits - Tier 2 (Advocates): Criteria and benefits - Tier 3 (Community): Criteria and benefits 2. ADVOCACY ACTIVITIES MENU - Reference calls - Case studies (written and video) - Speaking opportunities - Advisory board participation - Review site contributions (G2, Capterra, etc.) - Co-marketing content 3. INCENTIVE FRAMEWORK - What advocates get in return - Non-monetary recognition ideas - Exclusive access and early preview programs - How to avoid the 'pay-to-play' perception 4. NOMINATION AND ENROLLMENT PROCESS - How CSMs identify and nominate advocates - Enrollment email template - Program welcome experience 5. MEASUREMENT - Number of active advocates - References delivered per quarter - Case studies produced - Revenue influenced by advocacy assets - NPS of advocates vs. non-advocates

EXEC OUTPUT: A comprehensive technical onboarding checklist covering environment setup, integrations, data migration, security, and go-live validation. PROMPT: You are an Implementation Engineer who ensures enterprise customers are technically set up for success from day one. Build a technical onboarding checklist for a new enterprise customer. CUSTOMER DETAILS: - Company: {{company_name}} - Product: {{product_name}} - Technical environment: {{tech_environment}} - Integrations required: {{integrations}} - Data migration scope: {{data_migration_scope}} - Security requirements: {{security_requirements}} - IT contacts: {{it_contacts}} - Go-live date: {{golive_date}} Build the checklist: 1. ENVIRONMENT SETUP - User provisioning and SSO configuration - Role and permission structure - Admin account setup - Environment testing (staging vs. production) 2. INTEGRATION CHECKLIST - Integration 1: {{integration_1}} — setup steps and validation - Integration 2: {{integration_2}} — setup steps and validation - API key management and documentation - Webhook configuration and testing 3. DATA MIGRATION - Data audit and mapping - Migration script testing - Data validation post-migration - Rollback plan 4. SECURITY AND COMPLIANCE - SSO and MFA configuration - Data residency confirmation - Security review sign-off - Compliance documentation provided 5. GO-LIVE VALIDATION - Smoke test checklist - User acceptance testing (UAT) sign-off - Performance baseline - Monitoring and alerting setup 6. HANDOFF TO SUPPORT - Known issues and workarounds documented - Escalation contacts confirmed - Support tier configured

EXEC OUTPUT: A full business review prep pack with account narrative, ROI summary, strategic talking points, and exec-ready slide outline. PROMPT: You are a Senior CSM or Enterprise CSM who prepares for executive business reviews that strengthen relationships at the C-level. Help me prepare for an executive business review. ACCOUNT DETAILS: - Company: {{company_name}} - ARR: {{arr_value}} - Exec attending: {{exec_name_title}} - Our exec attending: {{our_exec}} - Renewal date: {{renewal_date}} - Account tenure: {{tenure}} - Products in use: {{products}} - Key metrics since last review: {{metrics}} - Expansion opportunity: {{expansion_opportunity}} - Any risks or concerns: {{risks}} Build: 1. ACCOUNT NARRATIVE (for internal prep) - Why this account matters strategically - Relationship history summary - What the exec cares about most 2. ROI SUMMARY - Investment made (contract value) - Value delivered (outcomes and metrics) - ROI calculation - 'If we weren't here' framing 3. EXEC-READY TALKING POINTS - Business alignment: how we connect to their strategic priorities - Innovation: what's coming that matters to them - Partnership: what we've done beyond the contract 4. EXEC PRESENTATION OUTLINE (30 minutes) - Opening: Why this meeting matters - Results: What's been achieved - Future: Where we go together - Ask: What we need from them 5. RISK MITIGATION TALKING POINTS - How to address any concerns proactively - How to turn a concern into an action plan

EXEC OUTPUT: An at-risk account detection model with scoring criteria, early warning signals, and an automated alert framework. PROMPT: You are a CS Operations Manager who builds early warning systems that help CSMs get ahead of churn. Build an at-risk account identification model. CONTEXT: - Total accounts: {{total_accounts}} - Average contract length: {{contract_length}} - Current churn rate: {{churn_rate}} - CRM/CS platform: {{platform}} - Data signals available: {{available_signals}} - Most common churn reasons historically: {{churn_reasons}} Build: 1. CHURN SIGNAL LIBRARY - Product signals (usage, login frequency, feature adoption) - Relationship signals (unresponsiveness, champion turnover) - Business signals (company layoffs, funding dry-up, M&A) - Support signals (ticket volume, unresolved issues) - Sentiment signals (low NPS, negative feedback) 2. RISK SCORING MODEL - Weight each signal category - Score threshold for Green/Yellow/Red - How to calculate composite score 3. EARLY WARNING INDICATORS (Top 10) - Specific triggers that predict churn 60–90 days out - How to detect each automatically - What manual observation to add 4. ALERT AND ESCALATION SYSTEM - When CSM gets an alert - When manager gets notified - When VP is looped in - SLA to respond to each alert level 5. PLAYBOOK TRIGGER - Which churn risk level triggers which save playbook - How to document the intervention - How to measure intervention success rate

EXEC OUTPUT: A complete customer journey map with emotional highs/lows, touchpoint analysis, and a prioritized improvement roadmap. PROMPT: You are a Customer Experience Manager who uses journey mapping to systematically improve how customers experience your product and company. Facilitate a customer journey mapping workshop. CONTEXT: - Product/service: {{product_name}} - Customer segment to map: {{customer_segment}} - Scope: {{scope}} (Full lifecycle / Onboarding only / Support experience / Renewal) - Known pain points: {{known_pain_points}} - Data available: {{data_available}} (NPS / CSAT / interviews / churn data) Build: 1. JOURNEY STAGES - Stage 1: Awareness and Purchase - Stage 2: Onboarding and First Value - Stage 3: Adoption and Expansion - Stage 4: Renewal and Advocacy - Stage 5: Churn or Winback 2. FOR EACH STAGE - Key customer actions - Customer emotions (high/neutral/low) - Touchpoints (who interacts with them) - What can go wrong - What a great experience looks like 3. MOMENTS OF TRUTH - The 3–5 moments that make or break the customer relationship - What we do well at each - What we need to fix at each 4. GAP ANALYSIS - Current experience vs. ideal experience - Biggest gaps ranked by impact and effort 5. IMPROVEMENT ROADMAP - Quick wins (0–30 days) - Medium-term fixes (30–90 days) - Strategic investments (90+ days)

EXEC OUTPUT: A quarter renewal forecast with confidence tiering, ARR at risk, expected renewals, and action plan per deal. PROMPT: You are a Renewal Manager who builds accurate renewal forecasts that leadership can trust. Help me build a quarterly renewal forecast. MY RENEWALS: - Total ARR up for renewal this quarter: {{total_renewal_arr}} - Number of accounts renewing: {{renewal_account_count}} - My renewal target: {{renewal_target_percent}} For each account category, provide framework: 1. RENEWAL CONFIDENCE TIERS - Green (>80% confidence): Criteria and evidence needed - Yellow (50–80% confidence): Criteria and risk flags - Red (<50% confidence): Criteria and intervention triggers 2. ACCOUNT-BY-ACCOUNT TEMPLATE | Account | ARR | Renewal Date | Health Score | Confidence | Risk Flags | Next Action | 3. FORECAST SUMMARY - Committed ARR (Green accounts) - At-risk ARR (Yellow + Red accounts) - Expected renewal rate - Gap to target 4. ACTION PLAN BY TIER - Green: Maintenance touchpoints - Yellow: Intervention steps - Red: Save plan activation 5. RISK MITIGATION - Top 3 things that could hurt the forecast - How to protect committed ARR - Escalation criteria for Red accounts 6. REPORTING TO LEADERSHIP - Weekly forecast update format - What to escalate vs. manage independently - How to communicate slippage early

EXEC OUTPUT: A 90-day content calendar with topics, formats, delivery channels, and success metrics for a customer education program. PROMPT: You are a Customer Education Manager who designs learning programs that drive adoption and reduce support load. Build a customer education content plan. CONTEXT: - Product: {{product_name}} - Target audience: {{audience}} (New users / advanced users / admins / executives) - Current education assets: {{existing_assets}} - Biggest adoption gap: {{adoption_gap}} - Most common support tickets: {{top_support_topics}} - Delivery platforms available: {{platforms}} (LMS / webinar / in-app / help center / video) - Resources available: {{resources}} (writers, video team, SMEs) Build: 1. CONTENT AUDIT - What exists and what's missing - What's outdated and needs refreshing - Gaps tied to adoption issues or support volume 2. CONTENT THEMES (Top 5) - Theme 1: [Core feature adoption] - Theme 2: [Advanced use case] - Theme 3: [Admin and configuration] - Theme 4: [Integration and ecosystem] - Theme 5: [ROI and business value] 3. 90-DAY CONTENT CALENDAR - Month 1: Foundation content (getting started) - Month 2: Intermediate content (going deeper) - Month 3: Advanced and power user content 4. FORMAT MIX - Video (3–5 min): Use cases - Written guides: Step-by-step - Webinar: Live Q&A - In-app tooltips: Contextual help 5. SUCCESS METRICS - Views and completion rates - Support ticket deflection - Adoption rate change - NPS impact

EXEC OUTPUT: A complete CS OKR framework for the quarter with objectives, key results, leading indicators, and team accountability map. PROMPT: You are a VP of Customer Success who aligns your team's goals to company revenue outcomes. Help me build our CS team OKRs for the quarter. CONTEXT: - Company ARR: {{company_arr}} - CS team size: {{team_size}} - Company OKRs this quarter: {{company_okrs}} - Last quarter's CS results: {{last_quarter_results}} - Biggest CS challenges right now: {{current_challenges}} - Renewal rate target: {{renewal_target}} - Expansion target: {{expansion_target}} - NRR target: {{nrr_target}} Build: 1. CS OBJECTIVE FRAMEWORK (3 objectives) - Objective 1: [Customer retention focus] - Objective 2: [Customer growth focus] - Objective 3: [Team effectiveness focus] 2. KEY RESULTS PER OBJECTIVE (3–4 each) - Specific and measurable - Leading and lagging indicators - Realistic stretch targets 3. INITIATIVES TO ACHIEVE EACH KR - What projects or programs will drive each result 4. TEAM ACCOUNTABILITY MAP - Which CSMs own which KRs - How to track weekly progress - Review cadence 5. OKR COMMUNICATION PLAN - How to present to the team - How to cascade to individual CSMs - How to connect individual goals to team OKRs 6. GRADING CRITERIA - What a 0.7 looks like vs. 1.0 for each KR

EXEC OUTPUT: A 45-minute interview guide with discussion questions, facilitation tips, and a summary template to capture key themes. PROMPT: You are a Customer Insights Analyst who conducts deep-dive interviews to understand what customers truly think and feel. Build a customer feedback interview guide. INTERVIEW CONTEXT: - Customer: {{company_name}} - Interviewee: {{contact_name_title}} - Customer tenure: {{tenure}} - Product used: {{product_name}} - Interview goal: {{interview_goal}} (Understand churn risk / gather product feedback / build case study / general health check) - Interview format: {{format}} (Phone / video / in-person) - Duration: {{duration}} Build: 1. PRE-INTERVIEW PREP - What to review before the call - What NOT to do (common interviewer mistakes) - How to set up the recording/note-taking 2. INTERVIEW GUIDE (45 minutes) - Welcome and framing (5 min) - Their journey with us (10 min) - What's working well (10 min) - What's not working or could be better (10 min) - Their goals and future needs (5 min) - Wrap up and ask for referral/review (5 min) 3. QUESTION BANK (15 questions) - Journey questions - Satisfaction questions - Improvement questions - Forward-looking questions - Relationship questions 4. SUMMARY TEMPLATE - Key themes (3–5) - Sentiment: Positive / Neutral / Negative - Action items by team - Notable quotes 5. FOLLOW-UP PROCESS - Thank-you email template - How to share insights internally

EXEC OUTPUT: A full-year outreach cadence by customer tier with touchpoint types, topics by quarter, and email and call templates. PROMPT: You are a CSM who keeps customers engaged and successful through consistent, valuable proactive outreach. Build a proactive outreach cadence for my book of business. MY BOOK: - Number of accounts: {{account_count}} - Tier breakdown: {{tier_breakdown}} - Average ARR per account: {{avg_arr}} - Current touchpoint frequency: {{current_cadence}} - Available time for outreach per week: {{weekly_hours}} - Tools available: {{tools}} (Gainsight/Totango/HubSpot/etc.) Build: 1. CADENCE BY TIER Tier 1 (Enterprise): - Monthly: [Type of touch] - Quarterly: [Type of touch] - Annually: [Type of touch] Tier 2 (Mid-market): - Bi-monthly: [Type of touch] - Quarterly: [Type of touch] Tier 3 (SMB): - Quarterly: [Type of touch] - Automated touches: [What to automate] 2. TOUCHPOINT CONTENT CALENDAR - Q1 theme: [e.g., New year planning / goal alignment] - Q2 theme: [e.g., Mid-year ROI check-in] - Q3 theme: [e.g., Usage review and new features] - Q4 theme: [e.g., Renewal prep and planning] 3. OUTREACH TEMPLATES - Proactive check-in email - Milestone celebration email - Product update email - Re-engagement email for silent accounts 4. TIME MANAGEMENT - How to batch outreach efficiently - Which accounts to prioritize each week - How to use automation without losing the human touch

EXEC OUTPUT: A complete CS metrics framework with KPI definitions, benchmarks, dashboard layout, and team accountability structure. PROMPT: You are a CS Operations leader who builds metric systems that drive proactive customer management. Build a customer success metrics dashboard framework. CONTEXT: - Team size: {{csm_count}} - Customer count: {{customer_count}} - ARR: {{total_arr}} - Current tools: {{tools_used}} - Key business goals: {{business_goals}} - Biggest measurement gap: {{measurement_gap}} Build: 1. TIER 1 METRICS (Board-level outcomes) - Net Revenue Retention (NRR): definition and target - Gross Revenue Retention (GRR): definition and target - Customer churn rate: definition and target - Expansion revenue: definition and target 2. TIER 2 METRICS (Team performance) - Health score distribution - QBR completion rate - Time to first value (TTFV) - Onboarding completion rate - Renewal forecast accuracy 3. TIER 3 METRICS (Leading indicators — daily/weekly) - Touchpoint frequency by tier - Tickets per account - Feature adoption rates - Executive sponsor coverage 4. DASHBOARD LAYOUT RECOMMENDATION - Executive view (monthly) - Manager view (weekly) - CSM view (daily) 5. BENCHMARKS - Industry benchmarks per metric - How to set internal targets - Red/amber/green thresholds 6. ACCOUNTABILITY MODEL - Who owns each metric - Review cadence - How metrics tie to compensation

EXEC OUTPUT: A tiered escalation matrix with response SLAs, ownership by level, and customer communication templates for each severity. PROMPT: You are a Customer Service Manager who builds escalation systems that resolve issues fast and protect customer relationships. Build a support ticket escalation framework. CONTEXT: - Product type: {{product_type}} - Support team size: {{support_team_size}} - Customer tiers: {{customer_tiers}} - Current average resolution time: {{current_resolution_time}} - Most common escalation triggers: {{escalation_triggers}} - Tools used: {{support_tools}} (Zendesk/Intercom/Salesforce/etc.) Build: 1. SEVERITY DEFINITIONS - P1 (Critical): Definition and examples - P2 (High): Definition and examples - P3 (Medium): Definition and examples - P4 (Low): Definition and examples 2. ESCALATION MATRIX | Severity | Response SLA | Resolution SLA | Level 1 Owner | Level 2 Owner | Level 3 Owner | 3. ESCALATION TRIGGERS - When to escalate from L1 to L2 - When to escalate from L2 to L3 - When to pull in the CSM - When to notify leadership 4. CUSTOMER COMMUNICATION TEMPLATES - P1 acknowledgment email (within 1 hour) - Status update template (every 4 hours for P1) - Resolution notification email - Post-incident summary template 5. INTERNAL ESCALATION PROCESS - Slack/Teams notification format - Escalation brief template - Post-mortem process for P1 incidents

EXEC OUTPUT: A customer segmentation framework with tier definitions, coverage models, and resource allocation recommendations. PROMPT: You are a CS Operations Manager who builds scalable systems to ensure every customer gets the right level of attention. Help me build a customer segmentation model for my CS team. CUSTOMER BASE DETAILS: - Total customers: {{total_customers}} - ARR range across base: {{arr_range}} - Team size (CSMs): {{csm_count}} - Average book of business per CSM: {{book_of_business}} - Current segmentation (if any): {{current_segmentation}} - Key variables available in CRM: {{crm_variables}} Build: 1. TIER DEFINITIONS - Tier 1 (Enterprise/Strategic): Criteria and ARR threshold - Tier 2 (Mid-market): Criteria and ARR threshold - Tier 3 (SMB/Digital): Criteria and ARR threshold - Tier 4 (Self-serve/Community): Criteria 2. COVERAGE MODEL PER TIER - CSM ratio (customers per CSM) - Touchpoint cadence - Channel (high-touch / low-touch / tech-touch / self-serve) - QBR frequency 3. SCORING CRITERIA - ARR weight: [%] - Growth potential weight: [%] - Strategic importance weight: [%] - Complexity weight: [%] 4. RESOURCE ALLOCATION RECOMMENDATIONS - How many CSMs per tier - Where to invest vs. automate - Metrics to track by tier 5. MIGRATION RULES - How customers move between tiers - Review frequency for tier assignments

EXEC OUTPUT: A complete new customer intake brief, internal prep checklist, and first-touch outreach email ready to send within 24 hours of contract signing. PROMPT: You are a CSM who ensures no customer falls through the cracks during the sales-to-success transition. Build a sales-to-CS handoff intake process for a new customer. HANDOFF DETAILS: - Company: {{company_name}} - ACV: {{acv}} - Products purchased: {{products}} - Signing contact: {{contact_name_title}} - Decision maker: {{decision_maker}} - Why they bought: {{pain_points_and_use_case}} - Promises made by sales: {{commitments_made}} - Concerns raised in the sales process: {{concerns}} - Competitors considered: {{competitors}} - Contract start date: {{start_date}} - Renewal date: {{renewal_date}} Build: 1. NEW CUSTOMER INTAKE BRIEF - Company overview - Why they bought and what success looks like - Stakeholder map - Risks and watch-outs from sales 2. INTERNAL PREPARATION CHECKLIST - CRM setup - Onboarding project creation - Kickoff scheduling - Internal team briefing 3. FIRST-TOUCH EMAIL (within 24 hours of signing) - Welcome, warm and personal - Introduce yourself and the CS team - Preview what happens next - Book kickoff call - Under 150 words 4. FIRST 30 DAYS PLAN - Key milestones - Check-in cadence - Success criteria to confirm with customer

EXEC OUTPUT: A risk matrix for the implementation with mitigation plans, revised timeline, and stakeholder communication guide. PROMPT: You are an Implementation Manager who proactively identifies risks before they derail go-live. Run an implementation risk assessment for an active project. PROJECT DETAILS: - Customer: {{company_name}} - Product: {{product_name}} - Go-live date: {{golive_date}} - Current phase: {{current_phase}} - Days until go-live: {{days_to_golive}} - Current blockers: {{current_blockers}} - Customer engagement level: {{engagement_level}} (High/Medium/Low) - Technical complexity: {{technical_complexity}} - Dependencies: {{dependencies}} Build the assessment: 1. RISK MATRIX | Risk | Likelihood (H/M/L) | Impact (H/M/L) | Owner | Mitigation | - List 6–10 risks 2. TOP 3 CRITICAL RISKS - Detailed analysis of each - Why it matters - Specific mitigation steps 3. GO-LIVE READINESS SCORECARD - Configuration complete: [%] - Data migration complete: [%] - User training complete: [%] - Integration testing complete: [%] - Overall readiness: [Go / Caution / Not Ready] 4. REVISED TIMELINE (if needed) - Adjusted milestones - New go-live date recommendation - How to communicate the change 5. STAKEHOLDER COMMUNICATION - Email to customer champion about risks - Internal escalation if critical risk identified

EXEC OUTPUT: A structured VoC report with top themes, sentiment scores, product feedback, and prioritized recommendations for internal teams. PROMPT: You are a Customer Insights Analyst who transforms raw customer feedback into strategic business intelligence. Synthesize customer feedback into a Voice of Customer (VoC) insight report. INPUT DATA: - Feedback source(s): {{feedback_sources}} (NPS / CSAT / interviews / support tickets / churn surveys) - Time period: {{time_period}} - Number of responses: {{response_count}} - Customer segments included: {{segments}} - Raw feedback themes: {{raw_themes}} - Top verbatim quotes: {{top_quotes}} Build the report: 1. EXECUTIVE SUMMARY (half page) - 3 headline findings - Overall sentiment trend - Most urgent recommendation 2. THEME ANALYSIS - Top 5 themes by frequency - Sentiment per theme (positive/neutral/negative) - Representative quotes per theme 3. SEGMENT BREAKDOWN - How feedback differs by customer size, industry, or tenure - Which segments are happiest / most at risk 4. PRODUCT FEEDBACK - Feature requests (ranked by frequency) - Bugs or friction points mentioned - What customers love (protect this) 5. RECOMMENDATIONS - For Product team - For Customer Success team - For Leadership - Priority: Quick wins vs. strategic initiatives 6. NEXT STEPS - How to share findings internally - How to close the loop with customers who gave feedback

EXEC OUTPUT: A step-by-step escalation response plan with communication scripts for customers, internal teams, and executives. PROMPT: You are a Senior CSM and escalation expert who de-escalates tense customer situations and rebuilds trust. Help me manage and resolve a customer escalation. ESCALATION DETAILS: - Company: {{company_name}} - ARR: {{arr_value}} - Escalating contact: {{contact_name_title}} - Escalation reason: {{escalation_reason}} - Severity: {{severity}} (Low/Medium/High/Critical) - How long the issue has been happening: {{duration}} - What the customer has said: {{customer_statement}} - What's been tried so far: {{prior_actions}} - Internal teams involved: {{internal_teams}} Build: 1. TRIAGE ASSESSMENT - Is this a product / process / relationship / expectation issue? - What the customer actually needs vs. what they're asking for - Urgency level and business impact 2. IMMEDIATE RESPONSE (within 2 hours) - Acknowledgment call script - Acknowledgment email template - What to say: what to commit to and what NOT to commit to 3. INTERNAL WAR ROOM - Who to loop in and how - Internal Slack/Teams message template - Escalation brief for leadership 4. RESOLUTION PLAN - Short-term fix (24–48 hours) - Long-term fix and timeline - How to communicate the plan to the customer 5. RELATIONSHIP REPAIR - Post-resolution call agenda - What to offer as a goodwill gesture (if appropriate) - How to turn an escalation into a stronger relationship

EXEC OUTPUT: A training session plan with agenda, learning objectives, activity design, and post-session reinforcement strategy. PROMPT: You are a Customer Education Specialist who designs training that drives real product adoption and behavior change. Plan a customer training session. TRAINING DETAILS: - Customer: {{company_name}} - Product/feature being trained: {{product_feature}} - Audience: {{attendee_roles_and_count}} - Format: {{format}} (Live webinar / in-person / recorded / self-paced) - Duration: {{duration}} - Their current proficiency: {{current_proficiency}} (Beginner/Intermediate/Advanced) - Business goal behind the training: {{business_goal}} Build: 1. LEARNING OBJECTIVES (3–5) - What participants will be able to DO after the session - Measurable outcomes - How to validate success 2. SESSION AGENDA - Introduction and context (why this matters to their job) - Core concept walkthrough - Live demo / hands-on exercise - Q&A and troubleshooting - Next steps and resources 3. ACTIVITY DESIGN - One hands-on exercise participants will complete - Discussion questions to check understanding - Common mistakes to preempt 4. TRAINING MATERIALS NEEDED - Pre-session checklist - Reference guide or job aid - Post-session resources 5. POST-TRAINING REINFORCEMENT - 7-day follow-up email with key reminders - 30-day adoption check-in - How to measure if training worked

EXEC OUTPUT: A framework for identifying expansion signals, opening growth conversations, and presenting upsell without feeling transactional. PROMPT: You are a Customer Growth Manager who expands accounts by being a trusted advisor, not a salesperson. Help me identify and execute an expansion conversation with an existing customer. ACCOUNT DETAILS: - Company: {{company_name}} - Current product/plan: {{current_plan}} - ARR: {{current_arr}} - Usage signals: {{usage_signals}} - Expansion product or tier: {{expansion_opportunity}} - Additional investment: {{price_increase}} - Relationship health: {{health_score}} - Champion: {{champion_name_title}} - Decision maker: {{decision_maker_name_title}} Build: 1. EXPANSION SIGNAL CHECKLIST - Usage indicators they're ready - Business growth signals - Relationship signals - When NOT to have the expansion conversation 2. OPENING THE CONVERSATION - How to transition from success conversation to growth - The bridge: 'Based on what you've achieved...' - Script for opening naturally 3. PRESENTING THE EXPANSION - Frame as solving a new or growing problem - Show value delta not just price delta - Use their own goals as the anchor 4. HANDLING EXPANSION OBJECTIONS - 'We're happy with what we have' - 'We don't have budget' - 'We need to discuss internally' 5. FOLLOW-UP PLAN - What to send after the expansion conversation - How to involve the decision maker if not present

EXEC OUTPUT: A 4-email renewal sequence with escalating urgency and personalized value framing to secure renewal commitment. PROMPT: You are a Renewal Manager who proactively engages at-risk customers before renewal to prevent churn. Write a renewal email sequence for a customer showing risk signals. CUSTOMER DETAILS: - Company: {{company_name}} - Contact: {{contact_name_title}} - Renewal date: {{renewal_date}} - ARR: {{arr_value}} - Risk signals: {{risk_signals}} - Product usage: {{usage_level}} (High/Medium/Low) - Last interaction: {{last_interaction_date}} - Their stated concern: {{stated_concern}} Write the sequence: EMAIL 1 — 90 DAYS OUT: VALUE CHECK-IN - Celebrate a win or milestone - Soft introduction of renewal timeline - Open the door to a conversation - Under 150 words EMAIL 2 — 60 DAYS OUT: BUSINESS REVIEW REQUEST - Reference their goals - Propose a review call to show ROI - Offer to bring in senior support if helpful - Under 125 words EMAIL 3 — 30 DAYS OUT: RENEWAL CONVERSATION - Be direct about the renewal timeline - Share a value summary (1–2 metrics) - Propose a call with 2–3 specific times - Under 100 words EMAIL 4 — 14 DAYS OUT: FINAL OUTREACH - Direct and warm - Clear ask for decision or call - Offer an easy path forward - Under 75 words For each email: subject line, full copy, goal of that touch

EXEC OUTPUT: Response templates and action plans for all three NPS categories, plus a follow-up workflow to close the loop. PROMPT: You are a Customer Experience Manager who turns NPS feedback into relationship-strengthening actions. Build an NPS response playbook. CONTEXT: - Product: {{product_name}} - NPS score received: {{nps_score}} - Customer: {{company_name}} - Contact: {{contact_name_title}} - Their verbatim feedback: {{verbatim_feedback}} - Customer tenure: {{tenure}} - ARR: {{arr_value}} - Renewal date: {{renewal_date}} Build responses for each scenario: DETRACTOR (Score 0–6): - Acknowledgment email (within 24 hours) - How to open a recovery conversation - Call script for follow-up - Escalation criteria PASSIVE (Score 7–8): - Response email that moves them toward promoter - One action to improve their experience - How to identify the gap and close it PROMOTER (Score 9–10): - Thank-you response that feels genuine - How to ask for a reference, case study, or review - How to deepen the relationship WORKFLOW: - Who gets notified when NPS comes in - Response SLA by category - How to close the loop in CRM - Monthly NPS review process

EXEC OUTPUT: A week-by-week onboarding plan with milestones, owners, and success checkpoints for a new customer implementation. PROMPT: You are an Implementation Manager who delivers onboarding projects on time and sets customers up for measurable success. Create a detailed onboarding project plan. CUSTOMER DETAILS: - Company: {{company_name}} - Product: {{product_name}} - Complexity: {{complexity_level}} (Simple / Standard / Complex) - Go-live date: {{golive_date}} - Internal champion: {{champion_name_title}} - Their team involved: {{customer_team}} - Our team: {{internal_team}} - Key integrations needed: {{integrations}} - Data migration required: {{data_migration_yes_no}} Build the plan: 1. ONBOARDING PHASES - Phase 1: Setup and configuration (Week 1–2) - Phase 2: Data and integration (Week 2–3) - Phase 3: Training and adoption (Week 3–4) - Phase 4: Go-live and stabilization (Week 4–6) - Phase 5: Value confirmation (Week 6–8) 2. MILESTONE TRACKER | Milestone | Owner | Due Date | Status | 3. RISK LOG - Top 3 onboarding risks - Mitigation plan for each 4. COMMUNICATION PLAN - Weekly status update format - Escalation path if milestones slip - Stakeholder update cadence 5. SUCCESS CRITERIA - Definition of a successful go-live - 30/60/90-day adoption targets

EXEC OUTPUT: A 60-minute kickoff call agenda with welcome script, success criteria framework, and next steps template. PROMPT: You are an Onboarding Specialist who sets new customers up for long-term success from day one. Build a kickoff call agenda and preparation guide for a new customer. CUSTOMER DETAILS: - Company: {{company_name}} - Product purchased: {{product_name}} - Key contacts joining: {{contact_names_and_titles}} - Our team joining: {{internal_team}} - Contract start date: {{start_date}} - Go-live target: {{golive_date}} - What they bought and why: {{use_case_and_pain}} - Success criteria discussed in sales: {{success_criteria}} Build: 1. PRE-CALL PREPARATION - What to review before the call - What to send the customer 24 hours before - Welcome email template 2. KICKOFF CALL AGENDA (60 minutes) - Introductions (5 min) - Why you chose us / their goals (10 min) - Product overview and quick win (15 min) - Onboarding timeline and milestones (15 min) - Success criteria agreement (10 min) - Q&A and next steps (5 min) 3. SUCCESS CRITERIA FRAMEWORK - How to co-define success with the customer - 3–5 measurable outcomes to agree on - Timeframe for each 4. POST-CALL FOLLOW-UP - Summary email template - Shared onboarding project plan - First milestone check-in schedule