Claude Free plan - Build a Customer Intelligence Hub

What you need

• Claude free plan a Project, not just a regular chat
• Customer feedback text or a file - already provided —

Steps

1. Create a Project and set its instructions

   Create a new Project called "Customer Intelligence Hub." These are the standing rules that apply to every analysis run inside it.

   1 · project-instructions.txt Claude → Project instructions Copy

   This Project is used to understand our customers.
   
   When analyzing customer information:
   - Focus on customer needs, problems, and behaviors.
   - Look for recurring patterns.
   - Base conclusions on the information provided.
   - Clearly distinguish facts from assumptions.
   - Do not invent information.

2. Add your customer feedback to the Project

   Drop in survey responses, reviews, or support tickets — as a file or pasted text. The prompts below read straight from whatever's in the Project.

3. Run the first prompt — theme analysis

   Surfaces what customers value, where they hit friction, and what they want improved, with evidence behind every theme.

   2 · customer-feedback-analysis.txt Customer Intelligence Hub Copy

   Analyze customer feedback to uncover the clearest themes, strongest signals, and most
   actionable insights.
   
   Please highlight:
   - What customers value most
   - Where customers experience friction, confusion, or frustration
   - What customers want improved
   - Any recurring patterns or notable differences across responses
   
   For each theme, include:
   - A concise summary
   - Supporting evidence or representative feedback
   - The number or frequency of mentions, when available
   - The potential impact on the customer experience
   
   Keep the analysis evidence-based. Clearly distinguish direct customer feedback from
   interpretation, and do not infer conclusions that are not supported by the responses.

4. Run the follow-up prompt — rank the top opportunities

   Turns the theme analysis into a prioritized, scannable list of what to fix first.

   3 · rank-opportunities.txt Customer Intelligence Hub Copy

   Rank the top five product improvement opportunities from the customer feedback.
   
   Use a scannable table with:
   | Rank | Opportunity | Evidence | Customer Impact | Recommended Improvement | Priority |
   
   For each, include supporting feedback, response counts when available, confirmed findings
   versus assumptions, and a High/Medium/Low priority. Do not invent evidence.
   
   Add a brief Key Takeaways section covering:
   - Most urgent need
   - Strongest evidence
   - One question for further investigation
   
   Rank by evidence strength, frequency, customer impact, and feasibility.

5. Create a Skill for consistent report formatting

   Name it company-reporting-format, with this description: "Apply our standard report formatting — fonts, heading hierarchy, table usage, and terminology — whenever creating or updating reports, summaries, or documents meant for internal or client use." Then paste this into the Skill contents:

   4 · skill.md Skills → company-reporting-format Copy

   ## Overview
   Ensures every report Claude produces follows our house style, without re-explaining
   formatting rules each time.
   
   ## Typography
   - Font: Arial
   - Heading hierarchy: H1 for report title, H2 for major sections, H3 for subsections
   - color : #185DF1
   
   ## Tables
   - Use tables whenever comparing more than two items or presenting structured data
     (e.g., customer types, metrics, timelines)
   
   ## Terminology
   - Use "customer" (not "client" or "user")
   - Use "customer type" (not "persona" or "segment")
   
   ## Structure
   1. Summary table (key findings at a glance)
   2. Detailed findings by section
   3. Supporting evidence
   4. Recommendations (if requested)

   Download the resulting SKILL.md file and add it to the Project's files — then it's available to every task run inside this Project, not just one chat.

   

   

6. Final prompt — generate the report Artifact

   Pulls everything together into one polished report, applying the Skill's formatting rules throughout.

   5 · customer-intelligence-report.txt Customer Intelligence Hub Copy

   Create a Customer Intelligence Report from this analysis.
   
   Before creating the report, read the formatting rules from the SKILL.md file included in
   this Project's files and apply them throughout the Artifact.
   
   Include:
   - Executive Summary
   - What Customers Value
   - Key Customer Problems
   - Top 5 Product Improvement Opportunities
   - Evidence from Customer Feedback
   - Recommended Product Actions
   - What We Should Test Next
   - Open Questions
   
   For the top five opportunities, use a scannable table with:
   | Rank | Opportunity | Evidence | Customer Impact | Recommended Improvement | Priority |
   
   For each opportunity, include supporting feedback and response counts when available.
   Clearly distinguish confirmed findings from assumptions, and do not invent evidence.
   
   For the top three opportunities, suggest one simple, low-effort experiment we could run
   at our next event to learn what customers actually want. Keep the experiments focused
   on learning rather than implementation.
   
   Use the formatting rules from the SKILL.md file as the source of truth. Do not
   substitute generic formatting guidelines if the file contains different or more
   specific instructions.
   
   At the end, briefly confirm which SKILL.md formatting rules were applied.

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