Customer Onboarding Check-In

Draft a proactive check-in email during customer onboarding

🧪 Tested by a human Beginner 👤 Customer Success 👤 Support
Draft a proactive check-in email for [CUSTOMER] who is [DAYS] days into onboarding with [PRODUCT]. Include: (1) Warm personal check-in, (2) Ask how their experience has been, (3) Share a tip they probably have not discovered, (4) Offer a quick call if they need help, (5) Link to helpful resource. Tone: caring, not salesy. Under 100 words.

Works on

⚡ M365 Copilot ⭐ ChatGPT (Best) 🟠 Claude

Copy & Open in

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Tips for Best Results

  • Proactive outreach prevents churn
  • Share genuinely helpful tips not marketing
  • Time check-ins at day 3, 7, 14, and 30

📎 More Prompts

CSAT Follow-Up Message

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Draft a follow-up message to [CUSTOMER] who gave a [SCORE — 1-2 negative / 3 neutral / 4-5 positive] CSAT score after their support interaction about [ISSUE]. For negative: empathise, ask what went wrong, offer to make it right. For positive: thank them, ask for a testimonial. Tone: genuine, not scripted.
⚡ M365 ⭐ GPT 🟠 Claude

Escalation Communication Template

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Draft an escalation update for [CUSTOMER] about [ISSUE] that has been escalated to [TEAM]. Include: (1) Acknowledgement that we understand the urgency, (2) What we are doing (specific actions), (3) Who is working on it (by role, not name), (4) Expected next update time, (5) What they can do in the meantime (workaround). Tone: professional, empathetic, and confident.
⚡ M365 ⭐ GPT 🟠 Claude

Knowledge Base Article Writer

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Write a knowledge base article for [ISSUE TITLE]. Include: (1) Problem description (what the user sees), (2) Cause (why it happens), (3) Solution (step-by-step fix), (4) Prevention (how to avoid it), (5) Related articles, (6) Keywords for searchability. Write at a level a non-technical user can follow. Include when to contact support if the fix does not work.
⚡ M365 ⭐ GPT 🟠 Claude
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