Ask Jiminny helps Customer Success Managers quickly extract insights from customer conversations, spot risks, and identify growth opportunities - saving time and enabling more strategic decision-making.
This guide will show you how to craft effective prompts for:
Onboarding and implementation insights
Customer health and risk assessment
Identifying upsell and expansion opportunities
Self-coaching for CSMs
A smooth onboarding experience is critical for long-term customer success. Ask Jiminny to highlight areas for improvement in customer onboarding and implementation.
• Summarize the goals and KPIs the customer wants to achieve with our platform
• What additional training or resources did the customer request?
• Highlight any confusion or roadblocks the customer faced during setup.
✔ Identify pain points that could affect long-term adoption: "What setup issues did the customer face in the sales process?"
✔ Look for requests that signal a need for additional resources: "Based on their interactions during the sales process, what specific training materials might support this customer?"
Monitoring customer sentiment and engagement is key to proactive risk management. Use Ask Jiminny Anything to surface potential churn risks before they escalate.
• Identify any concerns or frustrations the customer mentioned in this call.
• Summarize the overall sentiment of this conversation.
• Highlight any signals that indicate potential churn risk.
✔ Focus on key risk indicators such as dissatisfaction, lack of engagement, or contract concerns: "List all the moments the client showed dissatisfaction that could impact renewal"
✔ Make it actionable for yourself: "What follow-up actions should I take based on customer concerns?"
Customer Success teams are well-positioned to identify opportunities for additional revenue within existing accounts. Ask Jiminny to surface buying signals and expansion potential.
• Identify any interest the customer expressed in additional features or services.
• Summarize any competitor comparisons made in this conversation.
• Did the customer mention any new business needs we could address?
✔ If they’re being cryptic, request insights on the customer’s perception: “List the phrases used by the customer to describe our service that could suggest satisfaction or dissatisfaction”
✔ Use Jiminny to look ahead: "Highlight any upcoming changes in the customer’s business that might affect our relationship."
Continuous improvement is key for Customer Success Managers to deliver exceptional service. Ask Jiminny to help you refine your approach by analyzing past interactions and providing insights on where to enhance communication and problem-solving.
• Analyze my tone in this call - did I come across as consultative and supportive?
• Identify any moments where I could have handled a difficult customer concern more effectively.
• Suggest ways I could have driven more value for the customer in this conversation.
✔ Request feedback on specific skills like active listening or objection handling: "Assess how well I used active listening techniques in this call."
✔ Think about what output is most useful for you to action: “Create a grid scoring me out of 10 for relationship building, objection handling and value proposition during this renewal”
✔ Be specific - ask about individual moments or topics to get the most relevant insights.
✔ Request action-oriented insights that guide retention and expansion strategies.
By leveraging Ask Jiminny Anything effectively, CS teams can enhance customer engagement, mitigate risks, and drive growth.
Don't forget - you can save your most effective prompts by clicking the Bookmark icon to the top right, so you can use them again with one click!
If you’re interested in more advanced prompts, get in touch with your CSM.