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Account Management
Professional Roles • Customer Success
Quarterly Business Review
QBR preparation
Prepare a Quarterly Business Review for [customer name]: Account info: - Contract: [details] - Usage: [metrics] - Goals: [their objectives] - Challenges: [known issues] Include: - Executive summary - Usage and adoption metrics - Value realized (ROI) - Key wins and highlights - Challenges addressed - Roadmap alignment - Action items - Next quarter objectives
Try this prompt in:
Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.
Health Score Analysis
Account health monitoring
Analyze customer health for [customer name]: Data: - Usage metrics: [data] - Engagement: [data] - Support tickets: [data] - Sentiment: [data] - Expansion opportunity: [data] Provide: - Overall health score (0-100) - Risk factors identified - Positive indicators - Recommended actions - Priority level - Engagement strategy
Try this prompt in:
Note: ChatGPT and Perplexity will open with the prompt pre-filled. For Claude and Gemini, you'll need to paste the prompt manually.