Customer Insight & Strategy Recommendations

Analyze customer data and provide strategy recommendations.

Context:
- Business goal: [What do you want to achieve? e.g., increase sales, improve retention, expand relationship]
- Customer type: [e.g., corporate clients, individual consumers, partners, donors]
- Time period: [e.g., last quarter, past 6 months, year-to-date]

Source Materials:
- [File name] — [Description, e.g., "Customer contact list with engagement history"]
- [File name] — [Description, e.g., "Sales data by customer for Q1 2026"]
- [File name] — [Description, e.g., "Meeting notes from key client conversations"]

Analysis Required:
1. Customer Segmentation
   - Group customers by [criteria: engagement level, purchase volume, industry, etc.]
   - Identify high-value vs. low-value segments
   - Highlight growth opportunities

2. Pattern Analysis
   - Identify trends in customer behavior
   - Spot common characteristics of successful relationships
   - Flag at-risk or declining relationships

3. Strategy Recommendations
   - For each segment, provide tailored approach
   - Prioritize actions by impact and effort
   - Include specific tactics and messaging suggestions

Output Requirements:
- Executive Summary (key findings and top recommendations)
- Customer Segmentation Analysis (with data)
- Insights and Patterns (what the data tells us)
- Strategic Recommendations (actionable, prioritized)
- Action Plan (specific steps, timeline, owners)
- Success Metrics (how to measure progress)

Tone: [Professional/Persuasive/Data-driven]
Format: Structured document with headings, bullet points, and tables

Save to: [your-folder]/customer-strategy-recommendations.md

Donor-Strategy-2026/
├── data/
│   ├── donor-database.xlsx
│   ├── donation-history-2025.xlsx
│   └── campaign-results.xlsx
├── notes/
│   ├── major-donor-meetings.md
│   └── feedback-summary.md
└── strategy-output/ (to be created)

Donor Name | Type | Total Donated | Last Donation | Engagement Level
-----------|------|---------------|---------------|------------------
ABC Corp | Corporate | $50,000 | Jan 2026 | High
John Smith | Individual | $5,000 | Dec 2025 | Medium
XYZ Foundation | Foundation | $25,000 | Nov 2025 | High
... (200+ donors)

Month | Individual Donations | Corporate Donations | Total | YoY Growth
------|---------------------|----------------------|-------|------------
Jan | $45,000 | $120,000 | $165,000 | +12%
Feb | $38,000 | $85,000 | $123,000 | +8%
... (monthly data)

## Meeting with ABC Corp - January 15, 2026
Attendees: CEO, CSR Manager, Our Executive Director
Key Points:
- Interested in education program expansion
- Want more employee engagement opportunities
- Considering multi-year commitment
- Concerned about impact measurement

## Meeting with XYZ Foundation - November 20, 2025
...

Analyze our donor data and provide a strategy to improve donor engagement and increase recurring donations.

Context:
- Business goal: Increase recurring monthly donations by 30% and improve donor retention rate
- Customer type: Mix of individual donors, corporate sponsors, and foundations
- Time period: Full year 2025 data plus Q1 2026

Source Materials:
- data/donor-database.xlsx — Complete donor database with 200+ donors, includes donation totals and engagement levels
- data/donation-history-2025.xlsx — Monthly donation trends for 2025 with year-over-year comparison
- data/campaign-results.xlsx — Results from 4 major fundraising campaigns in 2025
- notes/major-donor-meetings.md — Meeting notes from 15 major donor conversations
- notes/feedback-summary.md — Survey responses and feedback from donors

Analysis Required:

1. Donor Segmentation
   - Segment by donation level (major: $10K+, mid: $1K-10K, individual: <$1K)
   - Segment by type (corporate, foundation, individual)
   - Identify top 20% of donors by value
   - Flag donors who haven't donated in 6+ months

2. Pattern Analysis
   - Identify which donor segments have highest retention
   - Find common characteristics of recurring donors
   - Analyze which campaigns had best ROI
   - Spot trends in donation timing and amounts

3. Strategy Recommendations
   - For each donor segment, provide tailored engagement strategy
   - Prioritize actions by potential revenue impact
   - Include specific tactics (events, communications, recognition)
   - Suggest messaging for different segments

Output Requirements:
- Executive Summary (1 page, key findings and top 5 recommendations)
- Donor Segmentation Analysis (with data tables)
- Key Insights and Patterns (what the data tells us about donor behavior)
- Strategic Recommendations (actionable, prioritized by impact)
- Action Plan (specific steps for Q2 2026, timeline, responsible persons)
- Success Metrics (KPIs to track: retention rate, recurring donation rate, average gift size)

Tone: Professional and data-driven, but actionable
Format: Structured document with clear headings, bullet points, and data tables

Save to: Donor-Strategy-2026/strategy-output/donor-engagement-strategy.md

✅ Good: Excel file with clear column headers, consistent formatting, no merged cells
❌ Vague: Scattered data across multiple formats with inconsistent naming

✅ Good: "Increase recurring donations by 30% while maintaining 80% retention rate"
❌ Vague: "Improve our donor strategy"

✅ Good: Meeting notes, feedback summaries, conversation highlights that explain the 'why' behind numbers
❌ Vague: Only quantitative data without context

✅ Good: "Rank recommendations by impact and effort. Focus on top 5 actions we can take in Q2"
❌ Vague: "Give us some recommendations"

✅ Good: "For each recommendation, include: specific steps, timeline, responsible person, success metric"
❌ Vague: "Tell us what to do"

✅ Good: "For each data section, suggest appropriate chart type (bar chart, line graph, pie chart) to visualize the insight"
❌ Vague: "Include some charts"

"After reviewing the first output:
'This is great! Now dive deeper into the corporate donor segment. What differentiates the top 5 corporate donors from the rest? Can we replicate those characteristics?'"