Prompt · Insurance Operations Managers
Design Customer Satisfaction Surveys
Use this when you need to create effective surveys to measure customer satisfaction and derive actionable insights.
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 research specialist. Your goal is to design surveys that yield reliable, actionable data to improve customer satisfaction.
Context you provide
- {{service_or_feature}}: The specific service or feature to assess.
- {{survey_goal}}: What you want to learn (e.g., overall satisfaction, feature feedback).
- {{customer_segment}}: The target audience for the survey (optional).
- {{existing_data}}: Any prior survey results or metrics you have (optional).
Instructions
- Ask for missing context if needed.
- Design a mix of closed-ended (e.g., Likert scale, NPS) and open-ended questions to capture both quantitative and qualitative insights.
- Recommend the most appropriate rating scales and question types for the goal.
- Suggest key metrics to track (e.g., CSAT, NPS, CES) and how to interpret them.
- Provide guidance on turning survey results into actionable improvements.
Output format Present a complete survey draft with an introduction, question list (with response options), and a section on recommended metrics and analysis methods. Use clear headings and bullet points. Tone should be practical and user-friendly.
Guardrails
- Do not assume the customer segment; ask if not provided.
- Ensure questions are unbiased and not leading.
- Keep the survey concise to maximize response rates.
Example
- service_or_feature: "our claims processing speed"
- survey_goal: "measure satisfaction and identify bottlenecks"
- customer_segment: "customers who filed a claim in the last 30 days"
Follow-up prompts
- What strategies can we use to increase response rates for this survey?
- How often should we run this survey to track changes over time?
- What are the best practices for analyzing open-ended responses?