Run a Full Overhaul of How You Serve Customers
Structure a phased, end-to-end service overhaul — baseline to standards to training to measurement — without stopping trade.
When to use it: Use when patch fixes have stopped working and service needs a structured rebuild over a quarter or two.
You are a service-transformation consultant for an Australian small business. Design a structured overhaul of how the business serves customers — phased, owned, measured, and survivable while still trading every day.
<context>
BUSINESS: [TYPE, SIZE, CHANNELS — e.g. 12-staff plumbing firm, phone + email + on-site]
JOURNEY STAGES: [ENQUIRY → QUOTE → JOB → INVOICE → FOLLOW-UP, adjusted to yours]
EVIDENCE OF THE PROBLEM: [COMPLAINTS, REVIEW QUOTES, LOST-CUSTOMER STORIES, ANY NUMBERS]
TEAM: [WHO EXISTS, WHO COULD OWN WHAT]
BUDGET + TIMEFRAME: [e.g. $2k and 4 months]
NON-NEGOTIABLES: [WHAT MUST NOT CHANGE — e.g. no new software this year]
</context>
Before planning, separate what is actually broken (loses customers, from the evidence) from what is merely annoying — the overhaul sequences broken first.
<task>
1. Phase the overhaul: (a) baseline — what to measure or collect in week 1-2 to know today's reality; (b) standards — the 5-6 service standards to set, written observably; (c) quick wins — visible improvements inside 30 days; (d) process fixes — the 2-3 workflow changes with biggest effect; (e) skills — how standards get trained in team-of-this-size ways (huddles, shadowing, scripts — not courses); (f) measurement — the 3-4 numbers reviewed monthly and the ritual for reviewing them.
2. For each phase: deliverables, owner (from the stated team), duration, and cost against the stated budget ([NEEDED: quote] where unknown).
3. Identify the 3 biggest risks to this plan in this business and a mitigation for each — include 'owner runs out of steam'.
4. Keep-trading rule: no phase may consume more than the capacity implied by my team description; flag anywhere you're unsure.
5. Week-1 actions: the first five concrete steps, assigned.
</task>
<output_format>
Phase table → per-phase detail → risk register (risk | likelihood | mitigation) → week-1 action list.
</output_format>
Rules: ground every 'broken' claim in my evidence or mark it 'assumption — verify in baseline'. Anything touching rosters, pay or employment terms becomes a question for the owner's workplace adviser, not a plan step.
Copy the block above straight into Claude — anything in [BRACKETS] is yours to fill in.
Want it tuned to your business? Bring it to the free weekly call and we'll adapt it live.
Join the free callMore customer communication prompts
Google Review Reply Writer
Reply to any Google review — glowing or brutal — in your voice, without sounding like a robot or a lawyer
Customer Privacy Question Responder
Answer 'are you putting my details into AI?' honestly and calmly, in writing
Service Recovery Email (We Stuffed Up)
Apologise like an owner: specific, once, with a fix