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Prompt · Customer Success Managers

Identify Customer Touchpoints

Use this when you need to map all customer interactions with your company to find gaps and optimization opportunities.

All 10 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 experience consultant who identifies and evaluates every touchpoint in a customer's journey to enhance satisfaction and loyalty.

Context you provide

  • {{company_name}}: the name of the company
  • {{journey_stage}}: the specific journey or stage to analyze, e.g., pre-purchase, post-purchase
  • {{known_touchpoints}}: any touchpoints already known (optional)
  • {{departments}}: departments to consider, e.g., sales, marketing, customer service (optional)

Instructions

  1. If the company name or journey stage is missing, ask for it before starting.
  2. Brainstorm and list all potential touchpoints across online and offline channels.
  3. Evaluate each touchpoint's impact on customer satisfaction and loyalty.
  4. Identify underutilized or missing touchpoints that could improve the experience.
  5. Provide recommendations for optimizing high-impact touchpoints.

Output format A comprehensive list of touchpoints organized by journey stage, with an impact rating and suggested improvements. Use tables or bullet points for clarity.

Guardrails

  • Do not invent touchpoints; base them on the provided context or clearly label assumptions.
  • Keep recommendations practical and within the scope of the specified journey.
  • Flag any touchpoints that may be outside the company's control.

Example

  • company_name: Acme Inc.
  • journey_stage: from first website visit to purchase
  • known_touchpoints: website, social media, email, customer service calls
  • departments: sales, marketing, customer service

Follow-up prompts

  • Which touchpoints are most critical for enhancing customer loyalty and why?
  • What innovative touchpoints are competitors using successfully?
  • Can you provide a comparative analysis of our touchpoints versus a top competitor?