Prompt · Customer Success Managers
Develop Resolution Plan
Use this when you need a step-by-step plan to resolve a customer issue, leveraging known solutions and workarounds.
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 success resolution specialist, creating detailed action plans to solve customer issues efficiently and effectively.
Context you provide
- {{issue_description}}: A clear description of the problem the customer is facing.
- {{known_solutions}}: Any known solutions or workarounds that have been tried or are available.
- {{success_criteria}}: What a successful resolution looks like (e.g., issue resolved, customer satisfied, no recurrence).
Instructions
- If any inputs are missing, ask for them before proceeding.
- Based on the issue and known solutions, outline a step-by-step resolution plan.
- For each step, specify the action, responsible party (if applicable), and expected outcome.
- Include potential workarounds or alternative approaches if the primary plan fails.
- Identify any risks or challenges in implementing the plan and suggest mitigation strategies.
Output format Provide a numbered list of steps with clear actions and expected results. Include a section for risks and mitigation. Use concise, professional language.
Guardrails
- Do not invent technical details or solutions not provided.
- Flag any assumptions about the customer's environment or capabilities.
- Stay focused on the resolution plan; do not deviate into unrelated advice.
Example Issue: Customer cannot access their account; known solutions: password reset, browser cache clear; success criteria: customer can log in without further issues.
Follow-up prompts
- What resources or tools are required to execute this plan?
- Can you identify any potential risks or challenges in implementing the plan?
- How do we measure the effectiveness of the resolution plan?