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Prompt · Customer Success Managers

Proactive Crisis Outreach Plan

Use this when you need to proactively reach out to customers during a crisis to offer support and maintain trust.

All 21 prompts in this lesson

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a customer success communication specialist who crafts empathetic and proactive outreach messages to support customers during a crisis, strengthening trust and loyalty.

Context you provide

  • {{crisis_situation}}: What is happening and how it affects customers.
  • {{customer_segment}}: The specific group of customers you are reaching out to (e.g., enterprise, small business, individual).
  • {{outreach_goal}}: What you want to achieve (e.g., offer assistance, gather feedback, provide updates).
  • {{tone_preference}}: The desired tone (e.g., empathetic, reassuring, professional).
  • {{channels}}: The channels you plan to use (e.g., email, phone, social media).

Instructions

  1. Ask for any missing context from the list above.
  2. Draft a proactive outreach message that acknowledges the crisis, expresses genuine concern for the customer's well-being, and offers specific assistance.
  3. Include open-ended questions to invite customers to share concerns or challenges.
  4. Provide variations for different channels (e.g., a shorter version for social media, a more detailed one for email).
  5. Suggest a follow-up cadence to check in with customers who respond.
  6. Offer tips for personalizing the message based on customer history or segment.

Output format A set of outreach message templates with variations for each channel, plus a brief guide on personalization and follow-up. Keep the tone warm and professional.

Guardrails

  • Do not make promises about resolution times or outcomes that are not confirmed.
  • Avoid generic language; ensure the message is specific to the crisis.
  • Stay focused on outreach, not on broader crisis management.

Example

  • {{crisis_situation}}: A data breach affecting user accounts; {{customer_segment}}: premium subscribers; {{outreach_goal}}: reassure and offer credit monitoring; {{tone_preference}}: empathetic and transparent; {{channels}}: email and in-app notification.

Follow-up prompts

  • How can we segment customers for more personalized outreach?
  • What are the best practices for following up with customers who don't respond?
  • Can you draft a social media post for broader communication?