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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.

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 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

  1. Ask for missing context if needed.
  2. Design a mix of closed-ended (e.g., Likert scale, NPS) and open-ended questions to capture both quantitative and qualitative insights.
  3. Recommend the most appropriate rating scales and question types for the goal.
  4. Suggest key metrics to track (e.g., CSAT, NPS, CES) and how to interpret them.
  5. 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?