Field Kit18 promptsCustomer Success + onboarding
Prompts for CS teams,
with the teardown attached.
Most prompt libraries hand you a template and wish you luck. Every card here ships with a worked example, a good-versus-bad output teardown, the cases where you should not use it, and the model settings that make it behave. Built for renewals, QBRs, escalations, and onboarding.
18 prompts
- RenewRenewal prep
Renewal Risk Brief
Turn scattered account signals into a one-page renewal brief your manager can read in 60 seconds.
5 parts - RenewRenewal prep
Renewal Proposal Framing
Frame the renewal conversation around value delivered and the year ahead, before price ever comes up.
5 parts - AdoptQBR prep
QBR Prep Pack
Draft the agenda, the value story, and the three risky questions before your quarterly business review.
5 parts - RescueEscalation
Escalation First Response
Draft a calm, specific first reply to an angry customer that buys you time without over-promising.
5 parts - OnboardOnboarding
Onboarding Kickoff Sequence
Draft a three-email onboarding sequence tied to the outcome the customer bought, not a generic welcome tour.
5 parts - OnboardOnboarding
Kickoff Call Agenda
Build a 30-minute kickoff agenda that ends with a shared definition of first value, not a tool tour.
5 parts - OnboardSuccess plan
Mutual Success Plan
Draft a joint success plan with the outcomes, milestones, and owners both sides sign up to, not a vendor wish-list.
5 parts - AdoptHealth check
Account Health Summary
Compress a noisy account into a health call with the evidence behind it, so the score means something.
5 parts - RescueChurn triage
Churn Signal Triage
Sort a week of at-risk accounts into who needs a call today versus who needs an email, with the reason.
5 parts - RescueSave play
At-Risk Save Play
Turn a red account signal into a time-boxed recovery plan with owners, dates, and a stop rule, not a panic email.
5 parts - RescueChurn post-mortem
Churn Post-Mortem
Turn a lost account into a blameless, specific debrief your team can learn from, not a blame memo or a shrug.
5 parts - OnboardHandoff
Sales-to-CS Handoff Notes
Turn a messy sales handoff into a CS-ready brief that surfaces the promises you now have to keep.
5 parts - AdoptMeeting to actions
Meeting to Action Items
Turn a call transcript into owned, dated action items and a customer-safe recap, separated cleanly.
5 parts - AdoptVoice of customer
Voice-of-Customer Rollup
Cluster scattered customer feedback into themes product will actually act on, with the receipts.
5 parts - ExpandExpansion
Expansion Signal Spotting
Scan an account for genuine expansion signals and separate them from wishful thinking before you pitch.
5 parts - ExpandReference request
Reference and Advocacy Request
Ask a happy customer to be a reference without over-asking or spending relationship capital you will want at renewal.
5 parts - AdoptAdoption nudge
Adoption Nudge Email
Write a nudge to a stalled user that names a specific unused feature tied to their goal, not a guilt-trip.
5 parts - RenewExec summary
Executive Value Summary
Compress a quarter of work into three lines an executive sponsor will actually read and forward.
5 parts
No prompts match that filter.
Next step
Don't just collect prompts. Roll them out.
A five-rung adoption ladder for getting your CS team to actually use these, without a 40-page enablement deck nobody reads.