1. Presenter: @yourname from Company X
Customer name
Add Customer Logo
Date
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. “Your recommendation to grow and retain this account”
Action Plan
“Your recommendation to grow and retain this account”

7. Integration with Company X
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. (present your roadmap and inspire)
Product roadmap
(present your roadmap and inspire)

11. Questions?

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