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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.

All 27 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 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

  1. If any context is missing, ask for it before writing.
  2. Choose the most appropriate guide structure based on {{guide_focus}}.
  3. Use the source material and known best practices to create concrete, actionable recommendations.
  4. For each recommendation, state the customer benefit and, where possible, an example or metric.
  5. Include common pitfalls and how to avoid them.
  6. 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?