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ChatGPT use cases and prompts for customer success teams.
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Customer success teams care deeply about adoption, retention, and long-term value, often bridging the gap between product capabilities and real-world outcomes. ChatGPT can help by accelerating research, drafting communications, organizing QBRs, and even surfacing product insights—so they can spend more time driving meaningful results. ## Onboarding & lifecycle strategy _ChatGPT can draft customer onboarding and lifecycle retention tactics through templates, feedback synthesis, research, and proactive playbooks._ {{prompt:openai-cs-onboarding-plan-template}} {{prompt:openai-cs-summarize-feedback}} {{prompt:openai-cs-high-touch-onboarding}} {{prompt:openai-cs-proactive-playbooks}} {{prompt:openai-cs-retention-incentives}} ## Competitive & benchmark research _ChatGPT conducts external research to benchmark org structures, metrics, tooling, and competitive success program strategies for informed decision-making. Use **deep research** for even more comprehensive results._ {{prompt:openai-cs-benchmark-org-structure}} {{prompt:openai-cs-benchmark-metrics}} {{prompt:openai-cs-evaluate-tooling}} {{prompt:openai-cs-competitive-enablement}} {{prompt:openai-cs-competitive-comparison}} ## Account planning & renewal prep _ChatGPT guides structured preparation for executive communication, QBRs, renewal readiness, and strategic account planning. Use **canvas** for real-time editing capabilities._ {{prompt:openai-cs-executive-email-update}} {{prompt:openai-cs-qbr-talking-points}} {{prompt:openai-cs-renewal-call-prep}} {{prompt:openai-cs-account-plan-summary}} {{prompt:openai-cs-renewal-risk-summary}} ## Data & health analysis _Analyzes quantitative and qualitative customer signals to produce metrics definitions, performance insights, risk detection, and scoring frameworks. Create a **custom GPT** for analysis tasks you complete often._ {{prompt:openai-cs-success-metrics-segment}} {{prompt:openai-cs-csat-distribution}} {{prompt:openai-cs-analyze-ticket-trends}} {{prompt:openai-cs-churn-signs}} {{prompt:openai-cs-health-scoring}} ## Visual & diagram design _ChatGPT creates clear, presentation-ready visual diagrams and mockups to communicate journeys, flows, maturity stages, and health indicators._ {{prompt:openai-cs-health-score-mockup}} {{prompt:openai-cs-journey-map}} {{prompt:openai-cs-escalation-flow}} {{prompt:openai-cs-maturity-model}}
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Original [Source](https://academy.openai.com/public/clubs/work-users-ynjqu/resources/use-cases-customer-success)
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