The prompt
Score 10 of 10, Excellent
Use it when You need results, usage, wins, issues and next-quarter goals for a customer review meeting.
- {{customer_name}}
- {{meeting_length}}
- {{attendees}}
- {{last_quarter_goals}}
- {{usage_data}}
- {{support_history}}
- {{approved_updates}}
- {{next_quarter_ideas}}
Full prompt and why it works
Prompt
Prepare a quarterly business review for {{customer_name}}, for a {{meeting_length}} meeting with {{attendees}}. The meeting is for the customer: its purpose is to show whether they got the results they wanted this quarter and to agree on goals for the next one, so the content should follow their goals, not our feature list. Goals we agreed for last quarter: """ {{last_quarter_goals}} """ Usage and results data: """ {{usage_data}} """ Support history (tickets, incidents and how they were resolved): """ {{support_history}} """ Product updates we are allowed to share: {{approved_updates}} My ideas for next quarter: {{next_quarter_ideas}} Produce an outline of 7 to 10 slides. For each slide give: - A headline written as the takeaway, in one sentence. For example, "Invoice processing time fell by a third since March" rather than "Usage metrics". - Two to four supporting points with the numbers from the data. - One or two lines of speaker notes. Cover, in this order: a one-slide summary; each goal with its result (met, partly met or not met); usage trends and what they mean; issues this quarter and what we did about them; relevant product updates; proposed goals for next quarter; and the decisions or next steps we need from them. Rules: - Use only the numbers in the data, and show how you calculated any figure you combined. Do not add benchmarks, industry averages or results from other customers. - Report missed goals and problems plainly, with what we did and will do. A review that hides problems loses the customer's trust when they find out. - Do not include a renewal or pricing pitch unless my ideas above ask for one. After the outline, list three questions I should be ready to answer, based on weak spots in the data. If a goal has no matching data, do not guess a result: write "No data: [what to pull]" on that slide instead.
Variables
- {{customer_name}}
- The customer's company name.
- {{meeting_length}}
- How long the meeting is, written to fit "a ___ meeting", for example "45-minute".
- {{attendees}}
- Who will be there from their side and yours, with roles.
- {{last_quarter_goals}}
- The goals you agreed with the customer for the quarter, with any targets.
- {{usage_data}}
- Usage and results for the quarter, ideally with the previous quarter for comparison.
- {{support_history}}
- Tickets, incidents and escalations this quarter, with how each was resolved.
- {{approved_updates}}
- Product updates you are allowed to share with this customer, or "none".
- {{next_quarter_ideas}}
- Goals or changes you want to propose for next quarter.
Why it works
- Who it's for. It is built around the customer's goals and whether they were met, which is what an executive sponsor comes to the meeting to learn.
- Format. Every slide headline states the takeaway as a sentence, so the deck makes its point even when skimmed.
- If unsure. A goal with no data says what to pull instead of showing an estimate, and missed goals are reported plainly.