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Customer Success Review Meeting: Elevating Your Growth Strategy Together

Recap customer's journey with Company X, provide recommendations and objectives, discuss product roadmap and new releases, and plan timeline and next steps. Share relevant metrics and important news, and present an action plan for future growth. Showcase how Company X is helping achieve goals.

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Customer Success Review Meeting: Elevating Your Growth Strategy Together

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Presentation Transcript

  1. Customer name Add Customer Logo Date Presenter: @yourname from Company X

  2. Agenda: • Recap customer’s journey with Company X • Recommendations and objectives • Product Roadmap and new releases • Timeline and next steps

  3. Your journey with company X • Add relevant metrics showing how your product is helping your customer’s growth Add screenshots of relevant reports

  4. My understanding of your business (use Sales Navigator to source important news) • Important news: e.g You are launching in the US and APAC this year • You just raised ...$ • You currently have x open roles + hired x people this year • Your core business is: add business model + vertical • Your competitors: highlight competitors • Your objectives are ... • Metrics that matter to you are: CPL, FRT, NPS, CSAT, CPA etc... • Company X is helping you to achieve these goals by (add problems to solve or Job to be done)

  5. Metrics review(review high-level performance) • Add metrics

  6. Action Plan “Your recommendation to grow and retain this account”

  7. Add your company logo Time-frame: next 180 days Actions: • Product adoption (introduce a new product) • Feature activation (e.g, implementation of your new reporting feature) • Optimization of current usage (list top 3 optimization tips) Integration with Company X Time-frame: (next 90 days) Actions: • Product adoption (introduce a new product • Feature activation (e.g, implementation of your new reporting feature) • Optimization of current usage (list top 3 optimization tips) Time

  8. Example of new Product adoption: • Present USP of your new product • Customer’s benefits Add visual of your new product in action

  9. Example of optimisation: • List your top 3 recommendation • Customer’s benefits Add visual of product in action

  10. Product roadmap (present your roadmap and inspire)

  11. Questions?

  12. Next steps (agree on 2-ways commitment with your customers)

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