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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.

All 20 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 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

  1. If any inputs are missing, ask for them before proceeding.
  2. Based on the issue and known solutions, outline a step-by-step resolution plan.
  3. For each step, specify the action, responsible party (if applicable), and expected outcome.
  4. Include potential workarounds or alternative approaches if the primary plan fails.
  5. 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?