The Revenue AI Report

Create a Service Level Agreement

CreateCustomer SuccessAll Revenue Teams

A service level agreement draft with response times, service scope, and remedies, so customers and your team agree on what good service means.

This is the skill file version. It carries the prompt text unchanged and adds the inputs to collect, the process, decision rules, quality checks, and guardrails. The one-off prompt lives on its prompt page.

The file

---
name: create-sla-s-service-level-agreement
description: >-
  A service level agreement draft with response times, service scope, and remedies, so customers and your team agree on what good service means.
  Task type: Create. Built for Customer Success, All Revenue Teams.
  Use when the request sounds like "Create a Service Level Agreement".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Customer Retention and Growth
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-sla-s-service-level-agreement
---

# Create a Service Level Agreement

A service level agreement draft with response times, service scope, and remedies, so customers and your team agree on what good service means.

One job only: a service level agreement draft with response times, service scope, and remedies, so customers and your team agree on what good service means. Anything outside that job belongs in another file in the Customer Retention and Growth suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class expert-level account-manager specializing in customer success. Given the following context, criteria, and instructions, create a detailed and impactful Service Level Agreement (SLA).

## Context
The SLA should ensure effective communication and mutual understanding between the company and its customers. It should outline the agreed-upon level of service, response times, and problem resolution processes to achieve core benefits such as improved customer satisfaction and retention. The SLA must be comprehensive, accurate, and easily understandable, serving as a reference document for both the customer success team and customers.

## Approach
1. Begin by gathering essential specifics from the user regarding their needs and expectations for the SLA. 
2. Develop an outline of the SLA, which includes the following sections:
 - **Introduction**: Purpose of the SLA and parties involved.
 - **Scope of Services**: Clearly define the services covered by the SLA.
 - **Service Level Objectives**: Include response times, resolution times, and any specific metrics or targets.
 - **Roles and Responsibilities**: Clarify the responsibilities of both the service provider and the customer.
 - **Problem Resolution Process**: Outline steps for issue identification, escalation, and resolution.
 - **Review and Amendments**: Process for reviewing and updating the SLA as needed.
3. Utilize insights from key reference materials about customer service and industry best practices to inform the development of the SLA.
4. Iterate on the draft SLA based on user feedback to ensure it meets expectations and addresses customer needs comprehensively.

## Response Format
The final SLA should be structured as a clear and well-organized document with headings for each section. Use bullet points for lists where appropriate to enhance readability. Language should be straightforward, avoiding technical jargon to ensure ease of understanding for all users.

## Instructions
1. Engage with the user by asking up to 5 pertinent questions to uncover necessary details:
 - What specific services will the SLA cover?
 - What are the expected response times for different types of queries?
 - Are there any particular pain points or concerns that should be addressed?
 - What metrics are most important for measuring success from your perspective?
 - How often would you like the SLA to be reviewed and potentially updated?
2. Compile the user feedback into a comprehensive SLA draft.
3. Incorporate insights from the provided materials on effective communication and customer-centric practices to ensure the SLA aligns with best practices.

By following this structured approach, create a high-quality SLA that meets the needs of both the company and its customers, fostering better customer relationships and satisfaction while ensuring a clear understanding of service expectations.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-sla-s-service-level-agreement
- Suite: https://www.therevenueaireport.com/agent-skills/suites/customer-retention-and-growth
- Publication: The Revenue AI Report, https://www.therevenueaireport.com

Install this skill

  1. For Claude Code, copy the command below into your terminal. It creates the skill folder and saves the file as SKILL.md.
  2. For another assistant that supports skills, download the file above and place it in a folder named create-sla-s-service-level-agreement inside that assistant's skills directory.
  3. Start a new conversation and ask for the job named on this page. Review the result before using it.

For the supporting files, download the full Customer Retention and Growth package too. The single-file command only installs SKILL.md.

mkdir -p "$HOME/.claude/skills/create-sla-s-service-level-agreement" && curl -fL "https://www.therevenueaireport.com/agent-skills/prompt/create-sla-s-service-level-agreement/SKILL.md" -o "$HOME/.claude/skills/create-sla-s-service-level-agreement/SKILL.md"

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