
Onboarding & First-90-Day Feedback Loop With CS Playbooks
N.B. This prompt focuses on improving the lead conversion process to maximize efficiency and revenue.
📄 Prompt Template
Design a first-90-day feedback loop keyed to [OnboardingMilestones], owned by [CustomerSuccessOwner], measuring [ProductAdoptionMetric] within [Timeframe] and delivered via [WelcomeSeriesChannel]. Specify milestone-based micro-surveys, in-app intercepts, and triggered CS actions. Include escalation paths for detractors, content recommendations for neutrals, and advocacy asks for promoters.
Output format requirements:
Journey map table: Day | Milestone | Trigger | Survey | Metric | Owner | SLA | Next Best Action.
Alerting rules (If-Then) with thresholds and cooldowns.
Three CS playbooks (detractor, passive, promoter) each with steps, timing, talk tracks, and KPIs.
Measurement plan linking adoption and feedback to renewal probability.