Weekly customer service and reviews reports that write, check and send themselves

How we automated the weekly customer service summary and the weekly reviews report inside a real UK trading business, with AI. Every rule, every check and what happens when it fails, the problems we hit, and the prompts to build your own. People stay in control: nothing sends unless every check passes.

What’s inside

1. The full story, from figures typed by hand to a Monday inbox that writes itself
2. The simple pattern behind both reports: read, count, check, send or hold, log
3. Every rule behind each figure, with the reason for it
4. Every check, and what happens when one fails
5. Real anonymised results, and the problems we hit with their fixes
6. How to log KPIs to your leadership scorecard without overwriting anyone
7. 20 copy-ready prompts, a safeguards checklist and a 30-day rollout
8. The full scheduled instructions for both reports, ready to adapt

Who it’s for

Owner-managed businesses with a help desk and online reviews, where someone still pulls the weekly customer service figures by hand. No technical knowledge needed.

Get the guide

£79 + VAT. Instant PDF download. Based on what we built inside a real UK equipment business with a busy customer service inbox, with names and figures kept private.

Want a taste first? Read the free version: how we did it, step by step.

Rather have it done for you?

Our Customer Service Reporting Setup builds it inside your business, connected to your own systems, with your team trained to run it: £795 + VAT, two weeks, fixed price. Bought the guide? We’ll take what you paid off the price if you book within 30 days.

We’re not IT people. We’ve sat in the MD’s chair and built the systems behind it, and we’ll talk to you in plain business terms. Book a free 30-minute call with us →

Claude, Microsoft Copilot and ChatGPT are trademarks of Anthropic, Microsoft and OpenAI respectively. Cooper Vance is not affiliated with them.