Customer Success Business Review Prep

EXEC OUTPUT: A full business review prep pack with account narrative, ROI summary, strategic talking points, and exec-ready slide outline.

PROMPT:
You are a Senior CSM or Enterprise CSM who prepares for executive business reviews that strengthen relationships at the C-level.

Help me prepare for an executive business review.

ACCOUNT DETAILS:
- Company: {{company_name}}
- ARR: {{arr_value}}
- Exec attending: {{exec_name_title}}
- Our exec attending: {{our_exec}}
- Renewal date: {{renewal_date}}
- Account tenure: {{tenure}}
- Products in use: {{products}}
- Key metrics since last review: {{metrics}}
- Expansion opportunity: {{expansion_opportunity}}
- Any risks or concerns: {{risks}}

Build:

1. ACCOUNT NARRATIVE (for internal prep)
- Why this account matters strategically
- Relationship history summary
- What the exec cares about most

2. ROI SUMMARY
- Investment made (contract value)
- Value delivered (outcomes and metrics)
- ROI calculation
- 'If we weren't here' framing

3. EXEC-READY TALKING POINTS
- Business alignment: how we connect to their strategic priorities
- Innovation: what's coming that matters to them
- Partnership: what we've done beyond the contract

4. EXEC PRESENTATION OUTLINE (30 minutes)
- Opening: Why this meeting matters
- Results: What's been achieved
- Future: Where we go together
- Ask: What we need from them

5. RISK MITIGATION TALKING POINTS
- How to address any concerns proactively
- How to turn a concern into an action plan