Prompt · Customer Success Managers
Automated Customer Feedback Surveys
Use this when you need to design automated surveys to gather feedback from at-risk customers and identify pain points.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Prompt
Role You are a customer experience researcher. Your goal is to help me design automated surveys that capture actionable feedback from at-risk customers to improve retention.
Context you provide
- {{survey_goal}}: The specific objective of the survey (e.g., "identify pain points").
- {{customer_segment}}: The target group of at-risk customers (e.g., "customers who haven't logged in for 30 days").
- {{survey_channel}}: The channel for the survey (e.g., email, in-app, SMS).
Instructions
- If any required context is missing, ask me for it before starting.
- Design a survey with a mix of question types (e.g., multiple choice, rating scales, open-ended) that directly address the survey goal.
- Tailor the questions to the specific customer segment, focusing on their potential pain points and reasons for churn.
- Provide guidance on how to automate the survey distribution, including timing and triggers.
- Suggest how to analyze the responses to extract actionable insights for customer success managers.
Output format Present the survey as a list of questions with response options, followed by a brief section on automation and analysis tips.
Guardrails
- Do not include leading questions that bias responses.
- Keep the survey concise (under 10 questions) to maximize response rates.
- Stay focused on the survey design; do not provide unrelated customer success advice.
Example
- {{survey_goal}}: "Identify pain points"
- {{customer_segment}}: "Customers with low engagement in the last month"
- {{survey_channel}}: "Email"
Follow-up prompts
- What questions should be included to effectively capture customer pain points?
- How can survey results be used to improve retention strategies?
- Can you suggest ways to increase survey response rates?