1) Determine key stakeholders within my customer's business
2) Figure out what they do day-to-day and common points
3) Create messaging that resonates immediately
Here they are:
Prompt One (Identify Key Stakeholders):
"I'm a Customer Success Manager for [product/platform] that helps companies with [primary use case]. Our solution delivers these outcomes:
[Outcome one]
[Outcome two]
[Outcome three]
[Outcome four]
Help me build a stakeholder map. Include anyone who might be influenced by our product, who might have a project that touches our product, or anyone who might be involved in the buying committee. Which stakeholders and departments should I prioritize for relationship building to ensure successful adoption and expansion?"
Prompt Two (Understand Stakeholder Motivations):
"For each of those stakeholders, please summarize the following points in tabular format, with each point as a column header and each stakeholder as its row:
--> What business outcomes and metrics matter most to this stakeholder
--> How this stakeholder typically measures success in their role
--> Common challenges this stakeholder faces when trying to achieve their goals
--> How our solution specifically addresses these challenges and supports their success metrics
--> What risks might cause this stakeholder to disengage or question our value"
Prompt Three (Create Tailored Communication):
"Now, let's create four different communication templates:
- An introduction email for a new stakeholder explaining our partnership vision
- A QBR summary highlighting value delivered to their specific department
- An at-risk account message addressing potential adoption challenges
- An expansion opportunity message tied to their business objectives
For each template:
1) Open with a specific pain point or opportunity relevant to their role
2) Acknowledge their current approach and its limitations
3) Explain how our solution delivers unique value for their situation
4) Include a clear next step or action item
Keep it under 150 words and easily scannable
Use straightforward, jargon-free language."
With these three prompts, I can hit the ground running in any new CS role - understanding who matters, what they care about, and how to communicate our value effectively from day one.
This is just a small example of how ChatGPT could impact your day-to-day role as a CSM. It should really become a companion to your work.
What other AI prompts have you found helpful in customer success roles?
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