Top prompt ChatGPT to achieve maximum customer satisfaction
Customer Success teams care deeply about adoption, retention, and long-term value, often bridging the gap between product capabilities and actual results. ChatGPT can help by accelerating research, drafting communications, organizing QBRs, and even generating product insights—so they can spend more time driving meaningful results.
Integration strategy & product life cycle
ChatGPT can craft integrated strategies and maintain product lifecycles for customers through templates, feedback aggregation, research, and proactive playbooks.
| Use cases | Prompt |
| Create an integration plan template | Create a reusable onboarding plan template for [customer type]. Refer to timelines, milestones, and stakeholder engagement needs. Format as a weekly table with task owners and goals. |
| Summary of the feedback collection process | Summarize the integrated feedback from your last 10 customers in [segment]. Using these shared notes and survey responses, write a short paragraph for each topic: Success, Challenge, Recommendation. |
| Identify best practices for customer engagement | Research how leading B2B companies build highly engaging onboarding journeys. Focus on companies with over $1 million ACV and a hybrid onboarding model. Include sources and structure results as a summary of key tactics with references. |
| Propose proactive guides | Propose 3 proactive outreach playbooks for at-risk customers in [industry/segment]. Use trends from recent churn, inactive features, and low engagement. Outputs should include: Goals, triggers, CTAs, and timing. |
| Brainstorm retention incentives | Suggest creative retention strategies for accounts that are likely to be demoted in [industry]. Use the usage and renewal hesitancy trends we've seen. Come up with 5 proven ideas and 5 new ideas, along with pros/cons. |
Competitive Research & Comparison
ChatGPT conducts external research to compare competitive organizational structures, metrics, tools, and program success strategies to make informed decisions. Use in-depth research for more comprehensive results.
| Use cases | Prompt |
| Standard CS organizational structure | Compare the CS organizational structures of companies like ours in [industry, size]. Focus on roles per customer segment and percentage of revenue. Export the comparison table with notes on staffing ratios. |
| Industry-Specific Success Metrics | Research the top 3 success metrics used to assess the 'health' of customer-business relationships in the [industry]. Include CSAT, NRR, frequency of use, or other emerging benchmarks. Output a metric comparison table, source, and benchmark values with citations. |
| CS Toolkit Review | Explore typical CS toolkits for early-stage, growth-stage, and enterprise companies. Cover categories (e.g., CRM, success platforms, analytics). Export comparison charts with examples and usage notes. |
| Summary of competitiveness | Research how competitors are supporting enterprise customers after the sale in [industry]. Include examples of successful resources, team structures, and training formats. Generate a comparison table of 3 competitors with pros/cons of each tactic. |
| Create competitive comparisons between CS programs | Research Customer Success programs from our top 3 competitors. Focus on adoption, status tracking, and expansion strategies. Export a comparison matrix. |
Account planning & renewal preparation
ChatGPT provides structured preparation for executive level communication, QBR, renewal readiness, and strategic account planning. Use Canvas for real-time editing.
| Use cases | Prompt |
| Draft an email update for the CEO | Write a weekly update email to [executive stakeholder at client]. Using the following internal notes from this week's call and usage metrics: [paste here]. The output email should be short, concise, and 3 bullet points. |
| Draft QBR talking points | Summarize [Customer Name]'s product usage successes, risks, and highlights before we conduct the QBR. Using their health scores, usage trends, and recent support ticket history. Format as a bulleted prep document for internal review. |
| Prepare for the renewal call | Create a renewal call preparation checklist for [Customer Name]. Include contract terms, current usage, known risks, and upsell potential. Export the checklist as a bullet point. |
| Create an account plan summary | Draft a 1-page account plan for [Client Name]. Using notes from last 2 calls + contract info + goal: [paste here]. Output should be formatted by goal, block criteria, actions, and renewal. |
| Summary of draft extension risks | Draft a renewal risk summary for [Client Name] prior to our internal forecast call. Include renewal dates, usage trends, customer sentiment, and contract notes. The result should be a paragraph summary + 1-line recommendation. |
Data analytics and health
Analyze quantitative and qualitative customer signals to generate metric definitions, performance insights, risk detection, and scoring frameworks. Create custom GPTs for the analysis tasks you perform frequently.
| Use cases | Prompt |
| Outline success metrics by segment | Outline a draft list of success metrics for the customer [segment]. Include adoption goals, engagement goals, and renewal criteria. Format a 2-column table: Metric | Definition. |
| CSAT Score Distribution Assessment | Review this CSAT survey data from Q2. Calculate the overall average score, identify outliers, and summarize feedback themes (if any). Publish a brief summary with key stats and top positive/negative feedback examples. |
| Trend analysis in customer support system | Review the output from the previous quarter's customer support system. Identify the top five issues and provide a brief summary of the root cause. The output should include a ranked list of issues, frequency, and potential customer support actions. |
| Detect early signs of disturbance | Review customer usage data from the past 90 days. Identify any customers at risk of churning based on decreased usage, login frequency, or support interactions. Summarize the findings in a table with columns: Customer Name | Risk Factor | Notes. |
| Standardize scores on the 'health' of customer-business relationships | Build a draft scorecard to score the 'health' of the customer-business relationship for [segment or region]. Use inputs like % utilization, NPS, renewal status, and ticket volume. Output a table with scores, weights, and color indicators. |
Graphic & diagram design
ChatGPT creates clear, easy-to-present visual diagrams and models to communicate customer-business relationship journeys, flows, maturity stages, and health metrics.
| Use cases | Prompt |
| Designing a scoring model for the 'health' of customer-business relationships | Visual design of a color-coded customer-business relationship 'health' score scale for customers. Includes Low, Medium, High levels with suggested numbers and icons. Style: Dashboard style, clean lines, professional. |
| Visualize the customer journey map | Turn this customer lifecycle stage outline into a visual journey map. Use the stages and pain points listed here: [paste text]. Export as a diagram labeled with the 5 lifecycle stages. |
| Illustration of escalation process flow | Create a flowchart illustrating the internal escalation process from CSM to Support and Engineering. Includes 3 severity levels and labeled handoff points. Style: Workflow diagram format, minimal colors, internal wiki ready. |
| Build a model to evaluate the stages of development in the relationship between businesses and customers intuitively | Create a visual 4-stage business-customer relationship stage assessment model for a SaaS platform. Each stage should have a title, key behavior patterns, and recommended CS touchpoints. Style: Professional, clear, slide-ready. |
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