Library › Sales AI › Customer success managers

Write five check-in questions for a quiet customer

  • For Customer success managers
  • You practice Getting the tone right
  • Time about 5 minutes
  • Level Beginner

About this exercise

Rosa Delgado's team at Bayside Pediatrics has nearly stopped logging in. Write exactly 5 numbered open questions for your check-in call, each under 16 words. Question 1 must ask about their goal of reducing no-shows. No question may begin with "Why", suggest blame, or mention renewal, pricing or discounts.

Common mistakes when you ask AI for this

  • Opening with Why. The AI writes 'Why have logins dropped?', which sounds accusing. Try: Add: "No question may begin with Why or suggest blame."
  • Raising renewal. The AI asks about the renewal or what would keep them. Try: Add: "Do not mention renewal, pricing or discounts."
  • Skipping the goal. The AI asks generic satisfaction questions. Try: Add: "Question 1 asks about their goal of reducing no-shows."
  • Wrong count or length. The AI writes eight questions with long lead-ins. Try: Add: "Exactly 5 numbered questions, each under 16 words."

What a strong prompt includes

  • Fixes the count
  • Starts with the goal
  • Bans Why and blame
  • Bans renewal talk
  • Open questions

Practice this now ↑

Related exercises