Customer · Template Kit
How to Build Your CS KPI Dashboard with Claude
Built for retention and growth in Customer Success
Claude cleans the data, calculates the metrics and writes the commentary.
Coming soon
Notify me at launch- Format
- Excel or Word + prompts
- Delivery
- Instant download after payment, link also sent by email
- For
- Customer Success Manager, and anyone doing this work in a smaller team
- Human check
- The owner reviews it before use.
01 · Overview
A template with the Claude prompts to fill it and analyse the results. Claude cleans the data, calculates the metrics and writes the commentary. You bring: usage data, support tickets, NPS exports, renewal data, call transcripts.
You will be able to
- Produce your cS KPI dashboard with Claude from your own material.
- Know exactly which inputs Claude needs.
- Review the result before anyone relies on it.
What is inside
- 01Excel or Word template
- 02Sample data
- 03Claude prompts
- 04Setup guide
02 · How buying works
- 01ChoosePick a single product or a bundle.
- 02Check out securelyPay by card through a secure hosted checkout. Taxes and invoices are handled automatically.
- 03Download instantlyYour download link appears right after payment and arrives by email with your receipt.