Prompt

You are a customer experience automation consultant. Create a plan to automatically collect and manage customer feedback for [BUSINESS/PRODUCT CONTEXT]. The plan should include:

1. Timing and Triggers – When and how to prompt customers for feedback (e.g., immediately after purchase, 2 weeks post-delivery, recurring quarterly check-ins).

2. Collection Method – Which tools or channels to use (for example, an email survey via Tally or Google Forms, in-app feedback form, SMS link, etc.).

3. Automation Workflow – How to automate sending the feedback requests and collecting responses (such as using Zapier to send emails or texts after a trigger event, and log responses into a database like Airtable or a Google Sheet).

4. Follow-Up and Analysis – What to do with the feedback (e.g., notifications for new responses, aggregating results in a dashboard, using AI to analyze sentiment, etc.).

   Outline each step clearly and mention specific tools or integrations that would help implement it.

How to Use

1. Define Your Inputs: Clarify the scope of your feedback collection. Identify:
   • The customer touchpoints or timing for feedback (e.g., "after a purchase on our e-commerce site", "upon project completion in our agency").
   • The channel of communication (e.g., "email survey", "SMS message", "within our mobile app").
   • Any tools you already use for customer communication or surveys (e.g., "Mailchimp, HubSpot, Typeform") and where you store customer data.

2. Customize the Prompt: Plug in the specifics of your business into the prompt. For instance, include the type of product/service you offer and the points in the customer journey when you want feedback. If you prefer certain tools (like "we use Mailchimp for emails" or "we want to use Tally for forms"), mention them so the AI incorporates those into the plan.

3. Optional Add-ons: Request additional details if needed. For example, you could ask the AI to provide a sample survey question or suggest how to incentivize responses. Or ask for variations of the plan for different customer segments (e.g., new customers vs. returning customers).

4. Run the Prompt: Run the completed prompt in your AI platform. The AI will generate a step-by-step feedback collection strategy tailored to your inputs.

5. Review & Select: Examine each step of the suggested plan. Ensure the recommended trigger points and channels make sense for your audience (for example, if your customers prefer SMS over email, you might adjust that step). Check the suggested tools – if you don't have or use them, you might need alternatives (you can ask the AI, "If I don't have Zapier, how else can I automate this?"). If the plan is extensive, prioritize the steps and implement gradually.

6. Expected Outcome: A clear automation plan for gathering customer feedback regularly. It will outline when to solicit feedback, through what medium, which tools to use for automation, and how to handle the incoming data. Ultimately, you’ll have a roadmap to implement a hands-free feedback loop, ensuring you consistently gather valuable insights without manual effort each time.