Claude
#business

Customer Success Agent

A deployable AI agent that monitors customer health, drafts save plays, and surfaces expansion opportunities. Configure once, run daily.

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Claude
#business

AI Customer Service Lead

Your support team in a single agent. Drafts the reply, reads the situation, tells you when to escalate vs let it go.

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Notion
#writing

Build a customer knowledge base FAQ from saved comms

A Notion AI agent that reads your saved customer comms and produces a frequency-ranked public FAQ with tags, plus three product / onboarding improvements that would prevent the same questions in future.

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ChatGPT
#communication

First-time booking confirmation — mobile service

First-time mobile-service booking confirmation that pre-answers the four things every new client wonders: where to set up, what they need to have ready, how long it takes, what it costs.

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ChatGPT
#communication

Pre-booking confirmation SMS with parking + weather

A day-before SMS that confirms the booking and pre-answers the two questions guests always ask (parking + what to wear), with a low-friction cancel option to cut no-shows.

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ChatGPT
#communication

Two-month silent client rebook nudge

A 2-month silent-client nudge that opens with a specific detail you remember, offers three real time slots, and lets them reply with a single word. Feels like a friend reaching out, not a CRM.

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ChatGPT
#communication

Refund approval reply that keeps the customer

A refund approval that confirms in line 1, acknowledges the specific issue, lays out the process, and (optionally) keeps the door open for next time. Doesn't use the "we apologise for any inconvenience" line.

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Claude
#communication

Refund denial reply with a real alternative

A refund denial that's firm but human — explains the policy in plain English, references Australian Consumer Law where relevant, and offers a genuine alternative instead of a dead-end no.

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ChatGPT
#communication

Carrier delay update — proactive group email

A proactive batch email when a carrier delay hits — tells customers before they ask, explains in plain English, gives a revised ETA + tracking link + apology offer. Beats the inbox flood.

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ChatGPT
#communication

Single-customer shipping apology with a revised ETA

A one-customer shipping reply that gives the real location, the real reason, and a revised ETA they can plan around. Includes a workaround if the order was time-sensitive.

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Claude
#communication

Same-day no-show fee charge explanation

A no-show fee explanation that documents the agreed policy, the reminders sent, and offers a one-line "tell me what happened" exit so they don't chargeback. Calm and firm, not accusatory.

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ChatGPT
#communication

Group booking confirmation with arrival instructions

Group booking confirmation with two parts — full logistics for the organiser plus a copy-paste-and-forward block for the attendees. Pricing, what to wear, what's included, house rules.

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Claude
#communication

Repeat no-show — deposit-going-forward conversation

A firm-but-warm follow-up to a repeat no-show that sets a deposit-going-forward rule without lecturing. Tone shifts at the close depending on whether you actually want to keep them.

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ChatGPT
#communication

Same-day no-show check-in — give the benefit of the doubt

A same-day no-show check-in that leads with concern, offers an easy rebook, and quietly tees up the deposit conversation only if it's a repeat. Doesn't use "we missed you today".

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ChatGPT
#communication

Price increase notice with effective date + reason

A price increase email that names the reason honestly, shows current vs new dollars on the top services, includes any grandfathering, and offers a "book before" window — without the fluffy "thanks for being on the journey" line.

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Claude
#other

Workflow: support ticket triage + draft-reply system

Multi-step workflow that classifies, prioritises, and drafts replies for incoming support tickets.

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Claude
#other

Workflow: customer success daily briefing

Generates a daily briefing for CSMs covering at-risk accounts, expansion signals, and tasks.

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Claude
#other

Workflow: NPS detractor follow-up

Routes NPS detractors to the right human within 24h with a personalised outreach.

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ChatGPT
#communication

Shipping delay heads-up message

A 3-line email that gets ahead of the angry-customer email. Apologises specifically, gives a clear new ETA, offers something small.

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ChatGPT
#marketing

Write a community manager weekly playbook

Provides a weekly playbook for community managers covering rituals, content, and engagement.

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ChatGPT
#business

Write a churn save script

Drafts a churn save script with reason-specific responses and offer ladder.

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ChatGPT
#communication

Faulty product apology + replacement reply

A specific apology for a genuinely faulty product. Names the fault back, offers a clear next step, and keeps the customer.

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ChatGPT
#communication

Lost-in-transit reply with clear next steps

Reply when a parcel never arrived and tracking has stalled. Acknowledges, lays out the plan, offers an interim solution, and commits to a follow-up date.

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ChatGPT
#communication

Repeat no-show — final-notice message (warm but firm)

After 2-3 no-shows, the message that switches a client to prepayment without burning the relationship. Names the pattern, sets the new boundary, gives them an exit if it doesn't suit.

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ChatGPT
#communication

First-visit prep email — what to expect

A "first visit" email that takes the nerves out. Walks the new client through exactly what happens, what to bring, where to park — so they show up relaxed and on time.

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Claude
#other

Workflow: customer renewal campaign

Runs the renewal campaign for a cohort of customers approaching contract end.

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Claude
#other

Workflow: weekly community management

Manages a Slack/Circle/Discord community with engagement, moderation, and content.

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Claude
#other

Workflow: customer success quarterly business review

Generates the QBR for each strategic customer with metrics, value delivered, and next steps.

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Claude
#other

Workflow: churn-risk early warning + save plays

Identifies at-risk customers from usage signals and triggers tailored save plays.

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Claude
#other

Workflow: monthly customer expansion campaign

Runs a monthly expansion campaign for customers showing growth signals.

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ChatGPT
#marketing

Write community engagement responses

Drafts on-brand responses for common community moments (kudos, complaints, questions, churn risks).

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ChatGPT
#marketing

Write welcome message for an online community

Drafts a warm, on-brand welcome message for new members of a Slack/Circle/Discord community.

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ChatGPT
#communication

Refund request — fast, empathetic reply

A two-paragraph reply that approves (or explains) the refund without making the customer feel like a problem. Saves both sides time.

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ChatGPT
#communication

Booking no-show / late-cancel reply

A short, calm reply when a guest no-shows or cancels last minute. Keeps the door open without giving up the deposit policy.

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ChatGPT
#communication

Group booking — 3-day-out final headcount reminder

Three days out from a group booking — locks in final headcount, dietaries, and deposit. The single biggest reason group bookings go pear-shaped is no headcount confirmation.

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ChatGPT
#communication

Rebooking nudge — gentle, not salesy

A short SMS or email to a regular who is overdue for their usual booking. Recalls them without sounding desperate.

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ChatGPT
#communication

Booking confirmation that reduces no-shows

A confirmation message that is warm, short, and includes the prep info that makes clients show up on time and ready.

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ChatGPT
#marketing

Birthday rebooking offer (warm, not spammy)

Use the birthday window as an anchor for a recall. Service-specific gift, two slots to choose from, no guilt-trip about how long it's been.

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ChatGPT
#communication

Polite no-show follow-up SMS

An SMS to a client who did not show. Doesn't shame them, names the missed-fee policy if it applies, and books them in again.

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ChatGPT
#business

Apology email when something went wrong

Service-recovery email after a stuff-up. Owns the mistake, says what you're doing about it, offers something to make it right.

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Claude
#other

Workflow: customer health scoring + expansion play

Identifies customers showing expansion signals + triggers tailored expansion outreach.

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Claude
#other

Workflow: customer health score + intervention

Calculates customer health scores, identifies at-risk accounts, and triggers tailored interventions.

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Claude
#other

Workflow: customer success kick-off (per new customer)

Runs the kickoff process for every new customer to set up for success.

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Claude
#other

Workflow: customer health → automated CSM playbook

Triggers automated CSM plays based on customer health signals.

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Claude
#other

Workflow: customer review response bot

Drafts personalised responses to public reviews on App Store, G2, Trustpilot, etc.

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Claude
#other

Workflow: customer satisfaction trigger response

Triggers tailored responses to customer satisfaction scores (CSAT, NPS, etc.).

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Claude
#other

Workflow: customer renewal scoring + intervention

Scores upcoming renewals + triggers tailored interventions to maximise retention.

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Claude
#other

Workflow: customer email auto-categoriser

Categorises incoming customer emails to the right inbox + drafts replies for predictable categories.

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Claude
#other

Workflow: support escalation workflow

Escalates support tickets that need engineering, product, or executive attention.

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