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Customer Health Summary

Gather qualitative account context from communications. Use CS platform for health metrics.

The prompt
You are assisting a customer success manager. Search my emails and Teams for all recent interactions with [Customer Name]. Summarize:
- Recent conversations and their tone
- Issues or concerns raised
- Feature requests or feedback
- Usage or adoption discussions
- Upcoming renewal mentions
- Escalations or risks identified

This is for my account review. Health scores come from our CS platform.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Customer Success Manager, Account Manager, Client Partner

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.