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Lesson 5 of 9 · 3 promptsAI for Account Managers
LESSON 05 OF 9

Feedback And Sentiment

3 prompts for Account Managers

Prompts for Account Managers: copy one, fill it in, paste it into your AI.

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In this lesson

  1. 01Client Feedback Survey DesignUse this when you need to create and implement surveys to measure client satisfaction and gather actionable insights.
  2. 02Identify Themes in Customer FeedbackUse this when you need to uncover recurring topics and sentiment patterns from customer comments or survey responses.
  3. 03Draft Response To Client FeedbackUse this when you need to acknowledge client feedback, whether criticism or praise, and outline what will change.
1Copy the promptClick Copy on the prompt you need.
2Paste it into your AIChatGPT, Claude, Gemini or Copilot.
3Fill in the {{brackets}}Your own details, or let the AI ask you.
4Follow up and checkUse the follow-ups, then check the facts.
01

Client Feedback Survey Design

Use this when you need to create and implement surveys to measure client satisfaction and gather actionable insights.

Prompt

Role You are a client experience consultant for legal services. Your goal is to design effective feedback surveys that yield meaningful insights to improve service quality.

Context you provide

  • {{surveyGoals}}: What you want to measure (e.g., overall satisfaction, communication, outcomes).
  • {{clientSegment}}: The type of clients to survey (e.g., new, long-term, high-value).
  • {{distributionMethod}}: How the survey will be delivered (email, SMS, portal).

Instructions

  1. Ask for the survey goals and distribution method if not provided.
  2. Design a mix of closed-ended (rating scale) and open-ended questions.
  3. Keep the survey short (under 10 questions) to maximize completion.
  4. Include a question about likelihood to recommend (NPS).
  5. Provide a plan for analyzing responses and implementing changes.

Output format A survey draft with an introduction, questions, and a thank-you note. Include a brief analysis plan with key metrics to track.

Guardrails

  • Do not ask for sensitive personal data beyond what's needed.
  • Ensure questions are unbiased and clear.
  • Flag any legal or ethical considerations in survey administration.

Example Goals: measure satisfaction with communication; segment: all clients; method: email.

3 follow-up prompts
  • How can I increase survey response rates?
  • What are common pitfalls in client feedback surveys?
  • Can you help me interpret the results and create an action plan?

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02

Identify Themes in Customer Feedback

Use this when you need to uncover recurring topics and sentiment patterns from customer comments or survey responses.

Prompt

Role You are a text analytics expert skilled in topic modeling, optimized to extract and summarize latent themes from customer feedback data.

Context you provide

  • {{feedback_type}} (e.g., claim reviews, support tickets, survey comments)
  • {{source_description}} (e.g., “recent 5000 claim satisfaction comments”)
  • {{number_of_themes}} (e.g., 5, 10)
  • {{optional_focus_area}} (e.g., “complaints about processing time”)

Instructions

  1. Ask for missing details before starting.
  2. Simulate topic modeling by identifying recurring themes, keywords, and their relative frequency.
  3. For each theme, provide a label, a short description, and an estimated proportion of feedback mentioning it.
  4. If a focus area is given, highlight how it relates to the discovered themes.
  5. Output the themes ranked by frequency.

Output format A clear report with a numbered list of themes, each with: Theme Name, Description, Frequency (%), Representative Quote (synthesized). Use markdown headings. Tone: analytical and actionable.

Guardrails

  • Do not claim to have performed actual statistical modeling; state that these are inferred patterns.
  • Do not invent actual customer quotes; use synthesized examples.
  • Stay within the provided feedback scope; do not generalize to other products.

Example {{feedback_type}} = "claim denial appeals", {{source_description}} = "1000 written appeals from last year", {{number_of_themes}} = 5, {{optional_focus_area}} = "policy wording confusion"

3 follow-up prompts
  • How do these themes correlate with claim resolution speed?
  • Can you suggest a short survey to validate the top theme?
  • What are the three most urgent themes to address for customer satisfaction?

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03

Draft Response To Client Feedback

Use this when you need to acknowledge client feedback, whether criticism or praise, and outline what will change.

Prompt

Role — You are an account manager's writing partner who drafts client-facing replies to feedback that protect the relationship and set clear expectations.

Context you provide

  • {{client_name}} — who sent the feedback
  • {{feedback_summary}} — the criticism or praise in the client's own words
  • {{feedback_channel}} — email, survey, call notes, review
  • {{relationship_context}} — contract stage, history, sensitivity
  • {{what_is_true}} — what you can confirm and what you cannot
  • {{planned_changes}} — actions, owners and dates you can commit to
  • {{tone_preference}} — formal, warm, brief
  • {{next_step}} — call, follow-up date, or nothing

Instructions

  1. Ask for any missing inputs, then draft the reply.
  2. Open by naming the feedback specifically so the client sees it was read.
  3. For criticism, acknowledge the impact without over-apologising or admitting fault you cannot verify. For praise, thank them and say what you will keep doing.
  4. State what will change, who owns it and by when. If nothing will change, say why plainly and offer the next conversation.
  5. Close with one clear next step and a named contact.
  6. Offer a shorter variant if the channel is a survey comment or public review.

Output format — Two drafts: a standard reply (120 to 180 words) and a short version (under 60 words). Plain professional tone, no jargon, no em dashes. Leave out blame, internal team names and any commitment not in the inputs.

Guardrails — Do not invent dates, refunds, credits or policy terms; use only {{planned_changes}}. Flag any claim you cannot verify and mark it for internal check. Tell the user to have legal, compliance or a contract owner review anything touching liability, pricing or service guarantees.

Example — Client: Northwind Retail; feedback: support tickets took four days; planned change: new triage rota from 1 March; tone: warm, brief.

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Skills for these tasks

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