{"id":"cs-feedback-themes-for-product","audience":"managers","category":"support-work","technique":"verification","track":"support","level":"advanced","title":"Synthesize customer feedback into a ranked table for product","free":false,"task":"You lead a CS team and owe the product director a feedback summary. Group the notes into exactly 3 themes in one markdown table with columns Theme, Accounts, ARR at stake, Customer quote. Count each account once per theme, add up ARR, sort by ARR highest first, and use only verbatim quotes from customers (not from your CSMs). Under 150 words, nothing after the table.","materialLabel":"Account notes (attached to your prompt automatically)","material":"CS feedback log - October (pod A + pod B)\n\n1. Norland Bank ($120k ARR) - \"We export to Excel every week because the dashboards can't filter by branch.\" (customer, Ana Ruiz)\n2. Norland Bank ($120k) - same ask again on Oct 22 call: branch filters on dashboards.\n3. Tessaro Labs ($45k) - \"Bulk editing records one at a time is killing us.\" (customer)\n4. Vey Health ($60k) - \"Can dashboards filter by region? Our managers keep asking.\" (customer)\n5. Tessaro Labs ($45k) - CSM Jill: \"I think they'd also love dark mode.\"\n6. Ostrander Co ($30k) - \"Bulk edit, please. We have 4,000 records to fix.\" (customer)\n7. Ostrander Co ($30k) - \"Mobile app logs us out every few hours.\" (customer)\n8. Pell & Marsh ($25k) - \"We get logged out of the mobile app constantly.\" (customer)\n9. Vey Health ($60k) - CSM Raj: \"Mobile logouts are the #1 complaint I hear.\"\n\nNote: all ARR numbers from Salesforce, Oct 31.","rules":[{"type":"maxWords","max":150}],"mistakes":[{"title":"Double counting","why":"The AI adds Norland twice because it appears twice.","fix":"Say: \"Count each account once per theme.\"","checks":["r1"]},{"title":"Treating CSM opinions as customer voice","why":"The AI quotes your own team as if customers said it, and counts their guesses.","fix":"Add: \"Only count and quote what customers said, not CSMs.\"","checks":["r1","r2"]},{"title":"Not sorting by money","why":"The AI lists themes in the order it found them.","fix":"Ask: \"Sort rows by ARR at stake, highest first, and show the ARR sum.\"","checks":["r1"]},{"title":"Paraphrasing quotes","why":"The AI tidies quotes, so product can't trace them.","fix":"Say: \"Quotes must be verbatim from the log.\"","checks":["r2"]},{"title":"Trusting the AI to count words","why":"The AI adds a summary paragraph after the table.","fix":"Say: \"Output only the table, each cell under 15 words.\"","checks":["r0","maxWords"]}],"promptHints":[{"label":"Names the columns","patterns":["theme.{0,20}accounts?.{0,20}arr","columns?"]},{"label":"Prevents double counting","patterns":["once","double","unique","dedup"]},{"label":"Separates customer from CSM","patterns":["csm","customer.{0,15}(only|quote)","verbatim"]},{"label":"Asks for sorting","patterns":["sort","rank","highest"]},{"label":"Sets the theme count","patterns":["\\b(3|three)\\b.{0,10}themes?"]}],"hint":"Feedback logs repeat accounts and mix in your team's guesses. Tell the AI how to count, what counts as customer voice, and how to sort.","rubricLabels":["The table has columns Theme, Accounts, ARR at stake, Customer quote and exactly 3 rows: dashboard filters, bulk editing and mobile logouts","Counts each account once per theme: dashboard filters = Norland + Vey = $180k; bulk editing = Tessaro + Ostrander = $75k; mobile logouts = Ostrander + Pell & Marsh = $55k (Vey is not counted for mobile, since only its CSM said that), sorted in that order","Every quote is verbatim from a customer line in the log, none is from CSM Jill or CSM Raj, and dark mode is not a theme"]}