Reporting & dashboards

Monthly themes from customer questions, complaints and surveys

SI groups a month of support messages, reviews and survey answers by theme, counts them, and suggests what to fix upstream.

The problem

The same problems generate complaints month after month, but nobody steps back to count them. Fixes target whatever was loudest, not what was most common.

What SI does

SI reads the month's tickets, emails, reviews and survey comments, groups them by underlying cause (billing confusion, late arrivals, unclear instructions, a product defect), counts each, and quotes a few representative examples. It suggests one or two upstream fixes for the biggest themes.

Examples

The same job looks different in different businesses. These are illustrations, not client results.

  • Pediatric clinic

    Many calls this month were about how to read the new online lab results, suggesting a short guide for parents.

  • Moving company

    Complaints group into arrival-window misses and surprise charges for stairs, pointing to clearer quotes.

  • Adult education program

    End-of-course evaluations show repeated requests for evening sections and earlier access to materials.

What it takes to set up

Exports from the helpdesk, review sites or survey tool. Setup is often a few days.

What a human still checks

  • The owner decides which themes to act on.
  • Personal details are removed from quoted examples.
  • Theme groupings are checked against a sample of raw messages.

Try it yourself

Paste this into your SI tool of choice and swap the [bracketed] parts for your own details. It asks SI to stop and show you before it does anything.

Copy-ready prompt
Here are this month's support messages, reviews and survey comments [exports]. Group them by underlying cause, count each group, and quote [2] representative examples with personal details removed. Suggest [1-2] upstream fixes for the largest groups. Pause and show me before sending, submitting, posting or changing anything.

Next step

Want this built? Book a free 30-minute consult

Bring one real example, such as an export, an inbox, or a spreadsheet. We will map the steps and decide what SI drafts and what you approve.