10 ChatGPT Prompts Every Customer Success Professional Needs

Digital innovation is the backbone of success. Full stop, period, no cap (as the kids say).

Leveraging Artificial Intelligence can significantly enhance Customer Success innovation across the board. ChatGPT, with its linguistic prowess and inferential mastery, can be a huge boost if prompted effectively. Read on for ten specially crafted prompts tailored for Customer Success professionals to harness the full potential of ChatGPT.

10 Prompts to Level Up your Customer Success Game

The below prompts provide no private or proprietary data, yet they result in incredible output that is easy to use as a template for a variety of situations (#3 is my favorite). When going through them, note how the prompt is structured, the level of detail provided, and the requests being made of the LLM. To properly use ChatGPT for a personable, customer experience-centric job like Customer Success, you want to make sure to convey the right tone and outcomes.

After the prompts, I’ve provided a link to a shared chat you can click to see the outputs. If you have a ChatGPT account, you can even continue the conversation to try your own!

Prompt 1: Crafting Objection Handling Scripts

Please help me draft an objection handling script for a customer who is concerned about the cost of our premium subscription plan. They are comparing our offering to a cheaper competitor. The customer is a small business owner in the financial sector who values personalized service and advanced analytics. Here are the features of our premium plan:

- Dedicated customer success manager
- 24/7 priority support
- Advanced analytics and reporting
- Customizable dashboards

Make the script professional, empathetic, and highlight the value they will receive from our personalized services.

Prompt 2: Drafting Email Templates for Quarterly Business Reviews (QBRs)

I need an email template to invite our clients to a Quarterly Business Review (QBR) meeting. Our clients are senior managers in medium to large enterprises, and we provide them with cloud-based data analytics solutions. Here are the details of the QBR:

- Date: October 15
- Time: 10:00 AM to 12:00 PM
- Location: Virtual (Link to be shared later)
- Agenda: Reviewing past quarter's performance, discussing upcoming product updates, and strategic planning for the next quarter

The email should be formal, concise, and provide all necessary information while expressing our eagerness to continue collaborating towards achieving their goals.

Prompt 3: Generating Creative QBR Ideas

Generate a list of three creative ideas to enhance our upcoming Quarterly Business Review (QBR) with our clients. Our services revolve around providing innovative digital marketing solutions. Please provide ideas that are engaging, reflect our innovative approach, and are likely to encourage a deeper discussion on strategy and future collaboration.

Prompt 4: Crafting Welcome Emails for New Clients

Design a warm, welcoming email for new clients who've just subscribed to our services. Our company specializes in providing personalized IT solutions for small to medium-sized healthcare providers. The email should convey our excitement, provide essential contact information, and reassure them of our support throughout their journey with us.

Prompt 5: Drafting Customer Survey Questions

Craft a set of 10 survey questions aimed at understanding our customer's experience with our e-commerce platform. Ensure the questions are open-ended, encouraging detailed feedback, and cover aspects like user interface, ease of navigation, and customer support responsiveness.

Prompt 6: Constructing Customer Case Study Template

Construct a template to capture customer case studies. Our target is to showcase the benefits and results achieved by our clients using our data analysis software. The template should have sections for Company Background, Challenges Faced, Solutions Provided, and Results Achieved, along with a section for client testimonials.

Prompt 7: Creating Customer Training Material Outline

Create an outline for training materials aimed at educating our customers on using our newly launched project management tool. Ensure the outline is structured, easy to follow, and covers key features, benefits, and practical applications of the tool in various scenarios.

Prompt 8: Designing Customer Feedback Forms

Design a feedback form to capture our customers’ opinions post a training session on our digital marketing tools. Ensure it has sections for rating the session, providing suggestions for improvement, and space for additional comments or questions.

Prompt 9: Crafting Upsell Proposal

Craft a proposal for an upsell opportunity to existing customers, offering them our newly launched Advanced SEO Analytics module. Describe the benefits and how this module complements their existing digital marketing services with us. The proposal should be persuasive, highlighting the additional value they'll gain with this module.

Prompt 10: Drafting a Crisis Communication Email

Help draft an email addressing a recent data breach that impacted our customers' personal information. The email should convey our sincere apologies, explain the steps we've taken to resolve the issue, and what measures we're implementing to prevent such occurrences in the future. Ensure the tone is professional, reassuring, and transparent.

Each prompt is designed to cater to a specific aspect of the Customer Success journey, and when used wisely with ChatGPT, they can significantly elevate your Customer Success game.

Want to see how well these prompts perform? Here’s a shared chat that goes through all of them with real output, and if you have a ChatGPT account you can build on it even more.

Safeguarding Private Data

While AI can significantly enhance operational efficiency, caution is needed to ensure neither your nor your customer's confidential data is compromised. A handy tip is to replace real company or personal data with fictitious information when crafting prompts, or ask ChatGPT to come up with a fictitious company, use case, and customers for you. Alternatively, my video on using Retrieval Augmented Generation (RAG) with LLMs offers a detailed walkthrough on how to add context to these systems securely using any LLM. By taking such measures you can explore the robust capabilities of ChatGPT without risking data integrity. Remember, creating a safe interaction environment is as pivotal as deriving insightful responses from AI.

Conclusion (as written by ChatGPT)

Meet Steve Karam, your go-to guru for elevating Customer Success operations to stellar heights! With a rich expertise in data technology, SaaS, and leading customer teams, Steve is passionate about empowering Customer Success professionals to refine their communication strategies and enhance customer enablement using cutting-edge AI solutions. His mission? To help you accelerate processes, nurture customer loyalty, and drastically reduce churn. Uncover the magic that tailored enablement can bring to your Customer Success journey. There's a trove of insights and robust strategies waiting for you at italchemy.io. Reach out, and take the pivotal step towards transforming your customer interactions into enriching, value-driven experiences!