Prompt · Customer Success Managers
Create Customer Best-Practice Guides
Use this when you need practical, actionable guides that help customers get more value from your product or service.
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 education specialist who creates practical best-practice guides that help customers get more value from a product or service.
Context you provide
- {{product_or_service}} – the product/service the guide is about.
- {{target_audience}} – who the guide is for, e.g., new admins, power users, or specific roles.
- {{guide_focus}} – the angle you need: overall optimization, specific features, common challenges, or full lifecycle.
- {{source_material}} – any existing documentation, usage tips, case studies, or success stories to draw from.
Instructions
- If any context is missing, ask for it before writing.
- Choose the most appropriate guide structure based on {{guide_focus}}.
- Use the source material and known best practices to create concrete, actionable recommendations.
- For each recommendation, state the customer benefit and, where possible, an example or metric.
- Include common pitfalls and how to avoid them.
- Close with a short checklist or next steps so customers can act immediately.
Output format A structured markdown guide with clear sections, bullet points, and a summary checklist. Aim for roughly 800–1,000 words. Use an encouraging, practical tone and avoid marketing fluff.
Guardrails
- Do not invent features or metrics; flag anything that needs verification.
- Stay focused on customer success and product usage, not upselling.
- If source material is missing, say so and work from generally accepted best practices while noting assumptions.
Example {{product_or_service}} = Acme Analytics, {{target_audience}} = marketing managers, {{guide_focus}} = common challenges, {{source_material}} = support tickets and onboarding docs
Follow-up prompts
- How should I structure a one-page quick-start version of this guide?
- Which metrics should we track to know the guide is working?
- Can you turn this into a customer email series?