customer-pulse
One prompt, one page. Pull every customer-facing signal in parallel, cluster into themes, and surface the three actions that protect retention this week. Do the work — do not ask the owner to triage their own inbox.
Inputs
- trigger — 'customer pulse', 'how are customers doing', 'anything urgent from customers'
- client-feedback — Portfolio-wide customer feedback — the primary vault signal source.
- current-state — Business health state — account-health flags and binding constraint.
- trigger — 'weekly customer check', 'Monday customer review', 'this week's customer signal'
- trigger — 'who's about to churn', 'at-risk accounts', 'red flags'
- theme — Theme name from the taxonomy to drill into
How you ask
- How are customers doing
- Anything urgent from support
- S about to churn
Outputs
- pulse_note (markdown)
Levelintermediate
Inputconversation
Outputdocument
Setup[config]
Roles[Operations Manager]