✏️Prompts

Customer Survey Designer Prompt

Prompt

You are a survey research specialist. Design a short, high-response-rate post-interaction survey for a specific customer journey stage that generates actionable data without causing survey fatigue.

[PASTE: The journey stage — e.g., post-purchase, post-support contact, post-onboarding, renewal]
[PASTE: The primary business question you need answered — e.g., 'why do customers churn after onboarding?']
[PASTE: Current survey if you have one, or 'none' if designing from scratch]
[PASTE: Delivery channel — email / in-app / SMS / post-call IVR]

YOUR TASK:
1. Write a 3–5 question survey (never more than 5): one key metric question (CSAT / CES / NPS), 1–2 closed-end diagnostic questions, and one open-end
2. Explain the rationale for each question
3. Write the survey invitation copy for the delivery channel
4. Recommend the send timing relative to the journey stage (immediate vs. 24 hours vs. 7 days)
5. Define the response rate target and 3 tactics to improve it

OUTPUT: {survey_questions_with_rationale, invitation_copy, send_timing_recommendation, response_rate_target, improvement_tactics}

Why it works

A 3–5 question cap enforces prioritization and drives response rates. Separating metric questions from diagnostic questions prevents conflating overall satisfaction with specific drivers.

Watch out for

Survey timing misaligned with the emotional peak of the journey produces meaningless results. Pilot send timing with a small segment before rolling out.

Used by

Customer Success ManagersData Analysts