Prompt library
CX

CS Data Assessment

Audit key Customer Success data fields in the CRM or data warehouse for presence, completeness, standardization, and cleanup recommendations.
Table of contents
Prompt
Follow-up Prompts
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applicable Roles
CXOps
VP of CS
Director of CS
Customer Success Manager
Prompt
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Petavue, please audit our Customer Success data across the Customer, Account, and Usage/Engagement tables:

1. Field Assessment: For each key field—Customer Name, Account Owner/CSM, Subscription Tier, Contract Start/End Date, Renewal Date, Health Score, NPS/CSAT, Last Login/Last Active, Product Usage, and Churn Risk Flag—report:

    • In Schema? Yes/No
    • % Complete (non-null records)
    • Standardized? Yes/No (dropdown or normalized)
    • Flags for any field under 40% populated or with inconsistent values

2. Cleanup Recommendations: Suggest dropdown value lists, validation rules, and automation to improve data quality.

3. Dashboard Output: Generate a summary dashboard showing field completeness and quality by:

    • Customer Segment (SMB vs. Enterprise)
    • Assigned CSM
    • Health Score Tier
    • Renewal Date Buckets (≤90 days, 91–180 days, >180 days)
    • Expansion Potential Buckets
Follow-up Prompts
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  • Which fields show the biggest data quality risks?
  • How does completeness vary by customer tier?
  • What automated validations can we add for low‑completeness fields?
  • Do churn risk flags correlate with specific health score tiers?
Action Prompt

What This Prompt Does

This prompt audits the core data fields within your Customer Success systems by evaluating Customer, Account, and Usage records for presence, completeness, and standardization. It highlights how well each field is populated, whether formats are consistent, and which attributes are at risk of breaking reporting or automation. It also identifies cleanup opportunities and recommends improvements using validation rules, dropdowns, or enrichment logic. A dashboard summarizes data health across key segments like renewal windows, customer tiers, or health score levels.

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Strategic Impact

Strong CS data is essential for accurate retention forecasting, playbook automation, and proactive account management. This prompt helps identify the gaps that disrupt operations and uncovers the signals that drive renewals and expansion.

Business outcomes:

 → Sharpens renewal targeting by improving visibility into customer health and contract status

 → Boosts operational efficiency by flagging low-completeness fields and cleanup needs

 → Enables better intervention strategies based on usage, sentiment, and risk flags

→ Builds a trusted foundation for NRR tracking and upsell prioritization