Move from Hello ChatGPT to prescriptive analysis, seven ready to use prompts that transform OpenAI into a daily retention copilot for any CSM.
Mar 28, 2025
Prompts are the new command line for Customer Success managers, simple text that unlocks insights which once required a data analyst.
These seven prompts are field tested in both enterprise and SMB contexts:
Meeting summary. Paste a transcript and ask, summarise in five actionable bullet points, professional warm tone, highlight blockers. CSMs forward the output to stakeholders minutes after the call, displaying speed and clarity.
Personalised ninety day plan. Provide industry, churn target, and customer role, then ask GPT to draft a day by day roadmap. The output becomes the kickoff deck, saving preparation time and impressing executives with structure.
Risk detector. Dump a CSV of recent support tickets and request, classify each by urgency and probable churn driver, return a table sorted by severity. The response feeds directly into a playbook trigger.
Value email. Offer usage stats and ask for a two paragraph email that shows ROI in the customer language, without jargon. Response rates climb because the message speaks to the business, not the tool.
Sixty second Loom script. Provide a feature name and pain point, get a concise spoken script that can be recorded once and reused at scale.
Benchmark. Ask, compare our net dollar retention to the SaaS median for fintech, and suggest two levers to improve. Great for slide decks.
Objection toolkit. Feed common price objections and ask for empathetic counters supported by data, instantly arming the team for renewal calls.
These prompts save six hours a week and lift NPS by delivering hyper personalised value at speed. The power is in the questions you ask, not just the model that answers.
