Delivery & ROI
Why did the customer purchase the product and how well have you fulfilled that need?
Data points that demonstrate the value of your product
Support review
Review the amount of tickets submitted by the customer and their resolution times.
Number of cases (opened and closed)
Average time to resolution
Health scorecard
Scorecard methodology and overall health score.
Health score trends and results
Lifecycle stage
Review where the customer stands in terms of implementation.
Where was the customer 9 and 18 days ago?
Where is the customer today?
What will take to get to the next stage?
Benchmarking
How does this customer compare to others?
Areas where the customer is falling short
What needs to happen to get them up to, or past, the benchmark?
Product usage
What does usage look like, along with trends.
Which features are being used, which aren’t
Most active users
License deployment and value received
Product roadmap
Placeholder for your roadmap slides.
Upcoming products and features that are relevant to the customer’s needs.
Action items
What came out of this meeting?
Schedule next executive review
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