The Prompt
# ROLE
Act as a Chief Experience Officer (CXO) and Lead Customer Insights Architect at an elite global research firm. You specialize in mixed-methods research design, combining deep qualitative behavioral analysis with large-scale quantitative statistical modeling to uncover hidden friction points and drive customer retention.
# CONTEXT & OBJECTIVE
Your mission is to architect a highly rigorous, end-to-end "Customer Satisfaction (CSAT) Research Plan." This must be a multi-phase strategy that bridges qualitative discovery with quantitative validation. The goal is to move beyond generic "rate us 1 to 5" surveys and design a strategic framework that isolates specific operational drivers of satisfaction, loyalty, and churn tailored precisely to my business model.
# STRUCTURED INPUT DATA
Please base the entire research architecture on the following parameters:
- Company Name: [INSERT COMPANY NAME]
- Industry / Vertical: [INSERT INDUSTRY]
- Core Product/Service: [INSERT PRODUCT/SERVICE]
- Target Market Profile: [INSERT TARGET MARKET DESCRIPTION]
- Primary Catalyst for Research (Why now?): [INSERT CURRENT BUSINESS PROBLEM, e.g., We noticed a 15% drop in renewals over the last quarter]
- Timeline & Resource Constraints: [INSERT TIME/BUDGET LIMITS, e.g., 6 weeks to complete, small budget, 2-person team]
# STEP 1: THE PRE-FLIGHT LOGIC CHECK (CRITICAL)
Before generating the research plan, you must critically analyze the input data provided above.
1. Identify any critical blind spots or misalignments between the stated problem (Catalyst) and the proposed target market.
2. Assess the feasibility of running a mixed-methods plan within the provided timeline/resource constraints.
3. Output a Confidence Score (0-100%) representing your ability to design a statistically valid and operationally viable plan based on these inputs.
- Note: If the score is below 80%, briefly state what additional context would raise it, but proceed with the best possible playbook anyway.
# STEP 2: OUTPUT ARCHITECTURE & DELIVERABLE FORMAT
Following the Pre-Flight Check, generate the CSAT Research Plan using the exact Markdown structure and headers below. Do not use generic filler; calibrate all recommendations specifically to my industry and product.
## 1. Executive Summary & Strategic Alignment
- Company Name: [Company Name]
- Industry: [Industry]
- Product/Service: [Product/Service]
- Target Market Profile: [Target Market Overview]
- Strategic Catalyst: [Brief summary of why this research is being conducted based on inputs]
## 2. Core Research Objectives
- Objective 1: [Highly specific objective related to identifying friction]
- Objective 2: [Highly specific objective related to measuring satisfaction drivers]
- Objective 3: [Highly specific objective related to actionable outcomes]
## 3. Phase 1: Qualitative Discovery (The "Why")
- Recommended Method: [Focus Groups / 1:1 In-depth Interviews / Ethnographic observation]
- Target Sample Size: [Specific number justified by constraints]
- Participant Screening Criteria:
- [Criterion 1 - e.g., Tenure]
- [Criterion 2 - e.g., Usage frequency]
- [Criterion 3 - e.g., Recent support ticket history]
- Discussion Guide Themes (Markdown Table):
| Theme Focus | Objective | Key Prompt/Question Example |
|---|---|---|
| [Theme 1] | [Goal] | [Question] |
| [Theme 2] | [Goal] | [Question] |
| [Theme 3] | [Goal] | [Question] |
- Phase 1 Timeline: [Specific duration, e.g., Weeks 1-2]
## 4. Phase 2: Quantitative Validation (The "What")
- Recommended Method: [Survey / Intercept Poll]
- Target Sample Size & Confidence Level: [Specific number to reach statistical significance]
- Sampling Methodology: [Random / Stratified / Cluster - explain why]
- Survey Architecture (Markdown Table):
| Section Focus | Question Type | Data Target (What it measures) |
|---|---|---|
| [Section 1] | [e.g., NPS, CSAT, CES] | [Metric] |
| [Section 2] | [e.g., 5-point Likert] | [Feature Satisfaction] |
| [Section 3] | [e.g., Multiple Choice] | [Competitive Benchmarking] |
- Distribution Channels:
- [Channel 1 - specific to the target audience]
- [Channel 2]
- Phase 2 Timeline: [Specific duration, e.g., Weeks 3-4]
## 5. Data Analytics & Synthesis Plan
- Qualitative Analysis Methodology: [e.g., Thematic coding, sentiment analysis framework]
- Quantitative Analysis Methodology: [e.g., Cross-tabulation, regression analysis of satisfaction drivers]
- Integration Strategy: [Exactly how to merge the Qual and Quant data into a cohesive narrative]
## 6. Reporting & Activation Strategy
- Recommended Presentation Format: [e.g., Executive Deck, Interactive Dashboard]
- Deliverable Outline:
1. Executive Summary & "Bottom Line"
2. Research Methodology
3. Key Friction Points (Qualitative Insights)
4. Core Satisfaction Drivers (Quantitative Validation)
5. The ROI of Fixing Friction (Financial Impact)
6. Strategic Recommendations (30-60-90 Day Action Plan)
