Systems / Template

Find useful patterns in customer conversations

Turn approved customer notes into clearer messaging and better questions.

Make this: A messaging brief grounded in customer words

A short evidence table, three testable messaging ideas, and follow-up interview questions.

What to copy

Copy the prompt blocks below. Replace every [bracketed field] with your information. The worked example shows how the result should look; it is not your business information.

1. Gather your inputs

Anonymized customer notes with source labels, the offer you are researching, and the audience you want to understand.

Open ChatGPT or Claude and start a new conversation. These instructions use ordinary text chat. No coding, connectors, or paid automation setup is required by this guide; account limits vary.

2. Copy, fill in, and send this prompt

Click Copy prompt, paste into the chat box, fill the fields, then send. Include only information you are allowed to share.

Analyze this small customer sample for messaging research.
OFFER: [what we actually deliver]
AUDIENCE: [who these notes represent]
SOURCE NOTES: [paste anonymized entries labeled A, B, C, etc.]

Create an evidence table with: observed issue, exact short quote, source label, number of supporting entries, and interpretation. Count entries, not repeated words. Separate direct evidence from hypotheses. Include contradictory or neutral evidence. Then propose three messaging ideas, each tied to a source, and three questions for further interviews. Do not invent quotes or results. Do not treat this sample as representative of an entire market or calculate persuasive percentages from it. Explain where evidence is too thin.

3. Compare with a worked example

Illustrative input: Fictional sample:
A: “I have plenty of footage. I never know what to send the editor.”
B: “Editing is fine once we agree on the brief.”
C: “I spend too long explaining revisions.”
Offer under review: help organizing video production handoffs.

Example output, written to demonstrate the format

Evidence: Unclear handoff. Source A: “I never know what to send the editor.” One supporting entry.
Evidence: Brief agreement matters. Source B: “Editing is fine once we agree on the brief.” One entry; this also suggests editing itself may not be the problem.
Evidence: Revision communication takes effort. Source C: “I spend too long explaining revisions.” One entry.
Hypothesis: Clearer briefs and feedback may be more useful than another editing tool. This needs validation.
Messaging idea: “Know what to send your editor before the next shoot.” Based on A, not a tested conversion claim.
Interview question: “Walk me through the last time an editing handoff stalled. What information was missing?”

4. Fix a weak first draft

Stay in the same conversation so the assistant can refer to its previous answer. Choose the follow-up that matches the problem.

These messages sound generic. Rewrite each around the specific moment described in its source quote. Keep the promise limited to what the offer delivers. Show the source label beside every option.
Challenge the main hypothesis. What in this sample does not fit it? List the additional evidence we need before changing the offer, and draft neutral interview questions that do not lead the customer.

5. Finish and use it

Check every quote against the notes. Select one messaging idea to test and record the original version, proposed change, and what response you will observe. Ask new customers whether the wording matches their experience before treating it as established positioning.

Download the worksheet

The text file includes the main prompt, example, follow-ups, and finishing checklist. Open it in any text editor.

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