Skip to main content
Generalgtmagents

customer-trust-dashboard

Reporting framework for monitoring trust, sentiment, and regulator-facing

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--customer-trust-dashboard
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/financial-services/skills/customer-trust-dashboard/SKILL.md -o .claude/skills/customer-trust-dashboard.md

Drops the SKILL.md into .claude/skills/customer-trust-dashboard.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

Customer Trust Dashboard Skill

When to Use

  • Tracking impact of communications, outages, or policy changes on customer trust.
  • Preparing exec/regulator updates on sentiment, complaints, and remediation status.
  • Coordinating GTM, support, and risk teams on follow-up actions.

Framework

  1. KPI Stack – sentiment, NPS, complaint volume, escalation stage, resolution SLA, refund exposure.
  2. Segmentation – audience (retail, SMB, enterprise), geography, channel, product.
  3. Signal Sources – support tickets, surveys, social monitoring, regulator portals, payments data.
  4. Alerting Rules – thresholds, triggers, routing to comms/legal/risk teams.
  5. Action Register – log remediation tasks, owners, due dates, and status for transparency.

Templates

  • Dashboard layout with hero metrics, drill-down tabs, and commentary sections.
  • Incident log sheet tied to metrics for root-cause tracking.
  • Weekly trust report template for leadership + regulator sharing.

Tips

  • Blend quantitative trends with qualitative excerpts for context.
  • Keep a “regulator ready” version with evidence attachments and approvals.
  • Pair with manage-trust-communications and review-financial-campaign outputs.