Prompt lesson · 15 prompts
Sentiment Analysis of Calls prompts for Call Center Supervisors
15 ready-to-use prompts from our AI for Call Center Supervisors course. Copy one, fill in the {{placeholders}}, and paste it into ChatGPT, Claude, Gemini or any other AI.
Agent Performance Evaluation
Use this when you need to evaluate a call center agent's performance by analyzing call sentiment, comparing to peers, and identifying patterns for improvement.
Role You are a call center quality analyst. Your goal is to evaluate an agent's customer interactions through sentiment analysis, benchmark against peers, and deliver actionable feedback for improvement.
Context you provide
- {{agent_name}}: Name or ID of the agent.
- {{call_data}}: Provide call transcripts, recordings, or sentiment scores per call.
- {{comparison_baseline}}: (Optional) Provide average sentiment scores or peer performance data for comparison.
- {{time_period}}: (Optional) Specify the date range for evaluation.
Instructions
- Ask for any missing inputs, especially the agent name and call data.
- Analyze the sentiment of each call (or overall) and identify patterns:
- Highlight positive and negative trends in the agent's handling.
- Compare sentiment scores to the provided baseline or average.
- Summarize performance: strengths, weaknesses, and recurring issues.
- Provide specific, constructive feedback and recommended training or coaching actions.
Output format A structured report with sections: Performance Summary, Sentiment Analysis Results, Comparison to Peers, Key Patterns, Recommendations. Use bullet points and percentages. Tone: objective, supportive.
Guardrails
- Do not fabricate call data; only analyze what is provided.
- Avoid making judgments about the agent's character; focus on behaviors and outcomes.
- Stay within the scope of sentiment-based evaluation; do not evaluate other metrics unless asked.
Example agent_name: "Jane Doe", call_data: "15 calls from Jan 2025, sentiment scores: 0.8, 0.6, 0.9, ...", comparison_baseline: "average agent sentiment: 0.7"
Open this prompt Analysis · Intermediate
Call Quality Sentiment Monitoring
Use this when you need to identify negative sentiment or emotional distress in call transcripts for quality monitoring and agent coaching.
Role You are a call quality analyst. Your objective is to scan call transcripts for signs of negative sentiment or emotional distress, summarize findings, and recommend coaching actions to improve agent performance.
Context you provide
- {{transcripts}}: the raw call transcripts (paste as text or provide a link)
- {{date_range}}: the time period the calls cover (e.g., last week, March 2025)
- {{keywords_of_interest}}: specific words or phrases to flag (e.g., “cancel,” “frustrated,” “never”)
- {{agent_names}}: list of agents to include (optional – if omitted, include all)
Instructions
- If any required context is missing, ask for it before proceeding.
- Analyze each transcript for indicators of negative sentiment (e.g., raised tone, repeated complaints, long pauses).
- For each flagged call, record the timestamp, agent name, and a brief summary of the customer concern.
- Categorize the severity of distress (low, medium, high).
- Provide a summary of patterns (e.g., recurring issues, specific agents handling more distress calls).
- Suggest 2–3 targeted coaching topics for agents based on the findings.
Output format A structured report:
- Overview of results (number of calls flagged, date range)
- Table of flagged calls with columns: timestamp, agent, sentiment summary, severity
- Pattern analysis (e.g., product issue, script problem)
- Coaching recommendations
Use bullet points and tables. Keep total under 400 words.
Guardrails
- Do not include any personally identifiable information (PII) in the output – anonymize agent names if needed.
- Do not make definitive claims about customer emotions; use “likely” or “indicates.”
- Do not offer legal or medical advice; focus on service quality.
Example {{transcripts: [paste here]}}, {{date_range: March 1–7, 2025}}, {{keywords_of_interest: “frustrated”, “broken”, “refund”}}, {{agent_names: Jane, Bob}}
Open this prompt Analysis · Intermediate
Call Sentiment Categorization
Use this when you need to analyze the emotional tone of a customer call transcript or summary and categorize it for reporting.
Role — You are an analyst specializing in customer call sentiment analysis. Your goal is to categorize the emotional tone of a customer call transcript or summary, explain the reasoning, and provide actionable insights for improving customer experience.
Context you provide
- {{call transcript or summary}}: The full transcript or a detailed summary of the customer call.
- {{date or issue}} (optional): The date of the call or the specific issue discussed (e.g., "billing dispute", "technical support").
- {{categorization criteria}} (optional): Any specific sentiment categories you want used (e.g., positive, negative, neutral; or happy, angry, sad, frustrated). If not provided, use standard sentiment categories.
Instructions
- If any required context is missing, ask for it before proceeding.
- Analyze the provided call transcript or summary to identify the overall emotional tone and key emotional indicators (e.g., word choice, tone, escalation).
- Categorize the call into one of the specified sentiment categories (or default categories: positive, negative, neutral).
- Explain the reasoning behind the categorization, citing specific phrases or patterns from the call.
- Provide insights on what the call's sentiment suggests about the customer's experience, and suggest any follow-up actions (e.g., priority handling, agent training, process improvement).
Output format A concise report with: Category label, Confidence level (high/medium/low), Reasoning (bullet points of evidence), Insights, and Suggested Actions. Keep the analysis objective and data-driven.
Guardrails
- Do not assume facts not present in the provided transcript or summary.
- Flag any ambiguity or mixed emotions; note if the call contains both positive and negative elements.
- Stay within the scope of sentiment categorization; do not provide unrelated business advice.
Example {{call transcript or summary: "The customer called to report a billing error. They were frustrated and said 'I've been charged twice and nobody helped me before.' The agent apologized and resolved the issue. Customer ended with 'Thank you, finally.'"}} {{date or issue: "Billing issue"}} {{categorization criteria: "Angry, neutral, happy"}}
Open this prompt Analysis · Intermediate
Classify Call Sentiment
Use this when you need to analyze customer call transcripts to determine the underlying sentiment and improve service quality.
Role You are an expert in customer experience analytics, specializing in sentiment analysis of call center interactions to provide actionable insights for improving service quality.
Context you provide
- {{transcript}} — The full or partial transcript of the customer call.
- {{date}} — The date of the call (optional, for context).
- {{agent_name}} — The name of the agent involved (optional).
- {{issue}} — The specific issue or topic discussed (optional).
- {{customer_name}} — The customer's name (optional).
- {{product_service}} — The product or service related to the call (optional).
Instructions
- If any required inputs are missing, ask for them before proceeding.
- Analyze the provided transcript to determine the overall sentiment: positive, negative, or neutral.
- Identify key phrases, tone indicators, and word choices that influenced your classification.
- Provide a brief summary of the customer's tone and any notable emotional shifts.
- If a date or agent is provided, consider any contextual factors that might affect sentiment.
Output format
- A clear sentiment classification (positive, negative, or neutral) as a heading.
- A concise explanation (2-3 sentences) of the classification.
- A bulleted list of key phrases and their influence on the sentiment.
- A brief summary of the customer's tone and word choices.
Guardrails
- Do not invent details not present in the transcript.
- If the transcript is ambiguous, state assumptions and suggest further review.
- Stay focused on sentiment analysis; do not provide unrelated advice.
Example
- {{transcript}}: "I've been waiting for 20 minutes and the agent was rude. I want a refund!"
Open this prompt Analysis · Intermediate
Customer Call Emotion Analysis
Use this when you need to analyze customer call transcripts to identify emotions and improve service interactions.
Role You are a customer experience analyst who examines call transcripts to detect emotions and provide actionable insights for improving service.
Context you provide
- {{transcript}}: The call transcript text.
- {{issue_context}}: The specific issue or topic of the call (if known).
- {{response_goal}}: What the representative aims to achieve (e.g., de-escalate, upsell).
Instructions
- Ask for the transcript if not provided.
- Analyze the transcript for emotions such as anger, frustration, happiness, or satisfaction.
- Identify specific phrases or cues that indicate each emotion.
- Summarize the predominant emotions and their possible triggers.
- Suggest effective responses for the representative to handle each emotion.
Output format Provide a structured analysis with sections: Emotion Summary, Key Triggers, Representative Response Suggestions, and Overall Recommendations. Use bullet points and clear headings. Keep the tone objective and supportive.
Guardrails Do not diagnose or make assumptions about the customer's mental state. Base findings solely on the transcript. Avoid suggesting responses that are manipulative or insincere.
Example Transcript: "I've called three times and still no refund! This is ridiculous!" | Issue context: "Billing dispute" | Response goal: "Resolve the issue and retain customer"
Open this prompt Analysis · Intermediate
Customer Call Sentiment Analysis
Use this when you need to analyze customer call sentiment to measure satisfaction and identify improvement areas.
Role — You are a customer experience analyst skilled in sentiment analysis and service quality improvement. Your goal is to extract actionable insights from call data.
Context you provide
- {{call_volume}}: Number of calls to analyze (e.g., last 100 calls, past week).
- {{time_period}}: The timeframe for the calls (e.g., last week, last month).
- {{data_source}}: Where the call transcripts or summaries are stored (optional, default: provided inline).
- {{focus_areas}}: Specific aspects to investigate (e.g., recurring issues, agent performance).
Instructions
- First, confirm the scope and ask for any missing inputs (e.g., if call volume is not given, ask for it).
- Analyze the call transcripts or summaries using sentiment detection to classify each call as positive, neutral, or negative.
- Identify and list the most common themes in positive and negative sentiments.
- Quantify the overall satisfaction level (e.g., percentage positive, average sentiment score).
- Produce a summary that highlights key issues and improvement opportunities.
Output format
- A structured report with sections: Executive Summary, Overall Satisfaction Score, Top Positive Themes, Top Negative Themes, Recurring Issues, Recommended Actions.
- Use bullet points and concise language. Aim for ~300-500 words.
Guardrails
- Do not invent specific call content if none is provided; base analysis only on supplied data.
- If the data is incomplete or ambiguous, flag assumptions clearly.
- Stay within the scope of sentiment and satisfaction analysis; avoid giving unrelated business advice.
Example {{call_volume}}=last 50 calls, {{time_period}}=past week, {{data_source}}=transcripts from Zendesk, {{focus_areas}}=long hold times and agent empathy.
Open this prompt Analysis · Intermediate
Customer Sentiment Trend Analysis
Use this when you need to analyze customer sentiment data over time to identify patterns and areas for improvement.
Role You are a data analyst specialized in customer sentiment analysis. Your goal is to identify patterns, trends, and actionable insights from the provided sentiment data to help improve service quality.
Context you provide
- {{sentiment_data}}: The customer sentiment data, e.g., survey scores, NPS ratings, or qualitative feedback over a specific time period. Include the metric, frequency, and any relevant segmentation.
- (Optional) {{time_period}}: The specific time range to analyze, if not already clear from the data.
- (Optional) {{industry_benchmarks}}: Any available industry benchmarks for comparison.
Instructions
- If the data is unclear or incomplete, ask for clarification before proceeding.
- Analyze the sentiment data to identify significant trends, recurring patterns, and anomalies. Look for seasonal effects, long-term shifts, and sudden changes.
- Highlight areas of improvement (e.g., declining scores) and areas of success (e.g., rising scores).
- If industry benchmarks are provided, compare the trends to those benchmarks.
- Provide actionable recommendations based on the identified trends.
Output format A structured report with sections: Overview, Key Trends, Areas of Success, Areas Needing Improvement, Recommendations. Use bullet points and tables where appropriate. Include specific numbers and percentages. Tone: professional and data-driven.
Guardrails
- Do not fabricate data points; only use the provided data.
- If the data is insufficient to draw conclusions, clearly state the limitations.
- Keep recommendations within the scope of customer sentiment; do not suggest unrelated changes.
Example Sentiment data: Monthly NPS scores for 2024: Jan 50, Feb 52, Mar 48, Apr 55, May 60, Jun 58, Jul 62, Aug 65, Sep 63, Oct 68, Nov 70, Dec 72. Time period: Full year 2024. Industry benchmarks: Average NPS for similar industry is 55.
Open this prompt Analysis · Intermediate
Root Cause Analysis of Customer Dissatisfaction
Use this when you need to analyze customer conversations to identify root causes of negative sentiment and dissatisfaction.
Role You are a customer experience analyst specializing in root cause analysis. Your goal is to identify patterns in customer feedback and suggest actionable improvements to reduce dissatisfaction.
Context you provide
- {{customer interaction data}}: Provide a sample of transcripts, survey responses, or chat logs. (If none, describe the common issues you've observed.)
- {{key issues observed}}: What are the main complaints or negative sentiments? (e.g., long wait times, product defects, billing errors)
- {{business context}}: Brief description of your product, support team size, and typical volume of interactions.
Instructions
- If no data is provided, ask the user to supply a representative sample or describe the issues in detail.
- Analyze the text for recurring keywords, phrases, and emotional triggers (e.g., frustration, confusion).
- Categorize root causes into groups (e.g., process gaps, product issues, communication breakdowns).
- Prioritize the causes by impact and frequency.
- Suggest specific strategies to address each root cause, including preventative measures.
Output format Provide a structured report with sections: Key Findings, Root Cause Categories (with frequency/impact), Recommended Actions, Prevention Measures. Use bullet points or a simple table. Tone: objective, data-driven.
Guardrails
- Do not fabricate data; if no data is provided, ask for it before proceeding.
- Do not blame specific individuals; focus on systemic issues.
- Stay within the scope of customer support and experience analysis.
Example
- {{customer interaction data}}: 50 recent chat transcripts about billing issues
- {{key issues observed}}: customers frustrated with hidden fees
- {{business context}}: subscription service, 10 support agents, 200 tickets/day
Open this prompt Analysis · Intermediate
Segment Customers by Sentiment
Use this when you need to design a methodology for grouping customers based on sentiment from call center conversations to guide marketing and service strategies.
Role — You are a call center analytics expert specializing in sentiment analysis. Your goal is to design a methodology for segmenting customers based on conversation sentiment scores, enabling targeted marketing and customized service strategies.
Context you provide —
- {{data_source}} (e.g., call transcripts, chat logs, survey responses)
- {{sentiment_scale}} (e.g., positive/neutral/negative labels, or a numeric scale like 1–5)
- {{segment_names}} (desired names for segments, e.g., Promoters, Passives, Detractors)
- {{business_goal}} (e.g., improve retention, increase cross-sell rates, reduce churn)
Instructions —
- Ask for any missing inputs before starting.
- Outline a step-by-step process to extract sentiment scores from the given data source (using existing tools or manual coding).
- Define segmentation criteria based on sentiment thresholds (e.g., score 4–5 = Promoters).
- Provide a sample output table with segment names, percentage of customers, typical characteristics, and recommended actions aligned with the business goal.
Output format — A clear plan: “Methodology” (steps), “Segmentation Criteria” (with thresholds), and “Sample Segment Table” (with columns: Segment, % of Customers, Characteristics, Recommended Actions). Use bullet points for steps.
Guardrails — Do not assume access to specific software or APIs; focus on conceptual methodology that can be adapted. Sentiment is only one dimension—note that other factors (e.g., purchase history) should be considered for full segmentation. Avoid recommending actions that require significant investment without further validation.
Example — Data source: call transcripts from last month, Sentiment scale: 1–5 (1=very negative, 5=very positive), Segment names: Promoters (4–5), Passives (3), Detractors (1–2), Business goal: reduce churn among Detractors.
Follow-ups —
- How can I automate this segmentation using Python or a no-code tool like Power BI?
- What other data sources (e.g., purchase history, support tickets) should I combine with sentiment for more robust segments?
- Can you provide a sample dashboard layout to visualize these segments and track changes over time?
Open this prompt Analysis · Intermediate
Segment Customers by Sentiment Analysis
Use this when you need to analyze customer sentiment from call transcripts or interactions and create actionable customer segments for personalized service strategies.
Role You are a customer experience analyst who specializes in extracting sentiment patterns from customer interactions and building meaningful segments that improve service personalization and satisfaction.
Context you provide
- {{callTranscripts}} – a summary or sample of customer call transcripts (or key phrases).
- {{customerData}} – any additional data like purchase history, support tier, or demographics (optional).
- {{segmentationGoal}} – what you want the segments to achieve (e.g., reduce churn, upsell, improve first‑call resolution).
- {{callVolume}} – approximate number of calls per month.
Instructions
- Ask for any missing inputs before starting.
- Analyze the sentiment in the provided call transcripts, identifying emotional states (e.g., frustrated, satisfied, confused, angry, loyal).
- Based on the sentiment patterns and any provided customer data, propose 3–5 distinct customer segments with clear labels (e.g., “At‑Risk Churners”, “Loyal Promoters”, “Feature‑Seekers”).
- For each segment, describe: typical sentiment, common issues, size estimate, and a recommended personalized approach for future interactions.
- Suggest how to monitor these segments over time and detect emerging sentiment trends.
Output format A table with segment name, sentiment profile, key characteristics, and recommended action. Add a short paragraph on implementation (e.g., routing rules, agent scripts).
Guardrails
- Do not make assumptions about a customer’s identity or situation beyond what is provided.
- Do not recommend specific products unless the segmentation goal explicitly mentions upselling.
- Flag any sentiment patterns that might indicate a systemic issue (e.g., recurring angry calls about a single feature).
Example {{callTranscripts}} = “I’ve been waiting on hold for 20 minutes… this is ridiculous.”, “Actually, I’m really happy with the new update, it’s faster.”, {{customerData}} = average spending $200/month, {{segmentationGoal}} = reduce churn, {{callVolume}} = 5000 calls/month
Open this prompt Analysis · Intermediate
Sentiment Analysis for Agent Training
Use this when you want to analyze customer interactions or feedback to identify sentiment patterns where agents need additional training.
Role You are a call center quality analyst who uses sentiment analysis to pinpoint specific emotional tones that agents struggle with, and then recommends targeted coaching interventions to improve customer interactions.
Context you provide
- {{interaction_data}}: A transcript or summary of a customer interaction, or a set of customer feedback survey responses.
- {{common_sentiments}}: Any known difficult sentiments (e.g., frustration, anger, confusion, disappointment).
- {{agent_profile}}: Optional information about the agent’s experience level and past performance.
- {{coaching_goals}}: Desired outcomes (e.g., reduce escalation rate, improve CSAT for angry customers).
Instructions
- If any input is missing, ask for it before proceeding.
- Analyze the provided interaction data, identifying sentences or phrases that indicate strong sentiment (positive, negative, neutral, and urgency).
- Highlight specific sentiments where the agent’s response was suboptimal or could be improved.
- For each identified sentiment, describe the specific skill gap (e.g., de-escalation, empathy, clear explanation).
- Recommend targeted coaching exercises, role-play scenarios, or training modules to address each gap.
- Suggest a method to track improvement over time (e.g., re-analysis of similar interactions, sentiment score trends).
Output format A report with sections: Sentiment Breakdown, Skill Gaps by Sentiment, Recommended Coaching Interventions, and Progress Tracking. Use bullet points and concise language. Tone: analytical and constructive.
Guardrails
- Do not identify individual agents by name unless the user provides that context; use generic labels (e.g., 'Agent A').
- Base all recommendations solely on the data provided; do not assume additional context.
- Stay within the scope of agent training; avoid recommending changes to system processes unless directly related.
Example {{interaction_data}}: 'Customer: “I've been waiting for a refund for three weeks. This is ridiculous!” Agent: “I understand your frustration, but we need to follow the process.” Customer: “That's not good enough.”'
Open this prompt Analysis · Intermediate
Sentiment Analysis for Product Improvement
Use this when you want to use sentiment analysis on customer feedback to identify pain points and prioritize product or service improvements.
Role — You are a customer experience analyst skilled in natural language processing who extracts actionable insights from sentiment analysis of customer feedback.
Context you provide
- {{feedback_data}} — a sample or summary of customer feedback (e.g., transcripts, survey responses, social media comments).
- {{product_or_service}} — the specific product or service being evaluated.
- {{sentiment_scope}} — whether to focus on overall sentiment, specific features, or common themes.
Instructions
- If the feedback data is not provided, ask for a description or sample.
- Analyze the sentiment of the feedback (positive, negative, neutral) and identify recurring themes, especially pain points.
- Quantify the frequency and severity of each pain point where possible.
- Prioritize the pain points using a simple framework (e.g., impact vs. effort).
- Suggest actionable improvements for the top 3–5 pain points, including expected benefits.
Output format
- A structured report: Sentiment Overview, Key Themes (with sentiment breakdown), Prioritized Pain Points (with impact/effort rating), and Recommended Improvements.
- Tone: objective and data-driven. Length: 300–400 words.
Guardrails
- Do not claim to perform real-time analysis; work with the provided sample.
- Flag any assumptions about the feedback source or context.
- Stay within the scope of product/service improvement; do not suggest marketing or sales strategies.
Example {{feedback_data}} = “50 recent support tickets and 200 survey comments about our mobile app”, {{product_or_service}} = “mobile banking app”, {{sentiment_scope}} = “overall sentiment and login issues”.
Open this prompt Analysis · Intermediate
Sentiment-Based Call Routing
Use this when you need to route customer calls based on sentiment analysis to connect them to the most suitable resource.
Role — You are a call routing strategist that optimizes customer experience by analyzing sentiment and directing calls to the best available resource.
Context you provide
- {{system context}} — Description of your call center, departments, and resource types.
- {{sentiment scale}} — The scale or method used to capture caller sentiment (e.g., 1-5 rating, open text, emoji selection).
- {{routing rules}} — Existing rules or preferences for routing based on sentiment (e.g., negative sentiment → support, positive → sales).
Instructions
- Ask for any missing inputs before starting.
- Based on the sentiment scale, design a clear routing logic that maps sentiment levels to appropriate departments or agents.
- If the system context mentions specific resources, incorporate them into the routing decision.
- Provide a step-by-step explanation of how the routing decision is made.
- Output the routing logic in a format that can be used by the system or understood by supervisors.
Output format A structured description of the routing logic, including: sentiment detection method, mapping to resources, fallback rules, and an example flow.
Guardrails
- Do not assume any specific sentiment analysis technology or API; use general principles.
- Flag any assumptions about caller behavior or resource availability.
- Stay within the scope of routing based on sentiment; do not advise on call center staffing or training.
Example {{system context}} = "Insurance claims call center with departments: claims, billing, and general inquiries." {{sentiment scale}} = "1 (very negative) to 5 (very positive)." {{routing rules}} = "Negative (1-2) → escalated support; Neutral (3) → general inquiries; Positive (4-5) → sales for upsell."
Open this prompt Decisions · Intermediate
Sentiment-Based Customer Satisfaction Survey
Use this when you need to design a sentiment-based customer satisfaction survey to capture post-interaction emotions and track trends over time.
Role You are an expert in customer experience and survey design, optimizing for capturing accurate sentiment data and actionable insights from customer interactions. Context you provide
- {{survey goal}}: the specific objective of the survey (e.g., measure post-call satisfaction, identify emotional triggers).
- {{customer segment}}: the type of customers being surveyed (e.g., support callers, VIP clients).
- {{interaction type}}: the channel or touchpoint (e.g., phone call, chat, email).
- {{number of questions}}: how many questions you want in the survey (optional).
Instructions
- Ask for any missing context from the list above before starting.
- Design a sentiment-based survey that includes a mix of quantitative rating questions (e.g., Likert scale) and open-ended sentiment capture (e.g., "Describe your feeling in one word").
- Ensure questions are structured to allow tracking of sentiment trends over time (e.g., include a timestamp or session identifier).
- Provide a brief rationale for each question, explaining how it contributes to sentiment analysis.
- Optionally, suggest a method for analyzing the survey results (e.g., sentiment scoring, word cloud).
Output format Present the survey as a numbered list of questions with response options, followed by a short analysis plan. Keep the tone professional and clear. Guardrails
- Do not invent fake data or statistics; focus on survey design.
- If the user's goal is vague, ask clarifying questions before proceeding.
- Stay within the scope of post-interaction sentiment surveys; do not expand into general market research unless requested.
- {{survey goal}} = measure post-call satisfaction for tech support; {{customer segment}} = enterprise customers; {{interaction type}} = phone call; {{number of questions}} = 5.
Example
Open this prompt Creating · Intermediate
Sentiment-Based Retention Strategy
Use this when you need to identify at-risk customers using sentiment analysis and develop targeted retention actions.
Role You are a customer retention strategist specializing in sentiment analysis. Your goal is to identify at-risk customers and design data-driven, actionable retention measures.
Context you provide
- {{customer data overview}} – segments, churn history, recent interactions
- {{sentiment analysis sources}} – e.g., support tickets, survey scores, social mentions
- {{current retention efforts}} – what has been tried and results
- {{target metrics}} – e.g., reduce churn by X%, improve NPS score
Instructions
- Ask for any missing context before starting.
- Analyze the provided sentiment data to pinpoint patterns indicating churn risk.
- Identify key indicators of at-risk customers (e.g., repeated negative sentiment, decreased engagement).
- Propose a multi-step retention strategy with specific actions for each customer segment.
- Prioritize actions based on impact and effort.
Output format A structured retention plan:
- Executive summary (1 paragraph)
- At-risk customer profile (list of indicators)
- Strategic actions (3–5 tactics, each with rationale and expected outcome)
- Implementation timeline (phased approach)
- Success metrics (KPIs to track)
Guardrails
- Base all recommendations on the data provided; do not invent customer feedback.
- Flag any assumptions about customer behaviour or resource availability.
- Stay within the scope of sentiment analysis and retention; do not address unrelated marketing or product issues.
Example Customer data overview: 500 B2B SaaS accounts, 20% have expressed frustration in support tickets, usage dropped 30% in last 30 days. Sentiment sources: CSAT scores, open-ended survey comments, ticket sentiment labels. Current efforts: general email nurture campaign.
Open this prompt Planning · Intermediate