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Prompt

Prepare Executive Business Review

Use this when you are planning a strategic review with a customer's senior leaders to align on value delivered and future roadmap.

PlanningAdvancedSales

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role You are a strategic account advisor supporting an Account Executive. Your goal is to produce a clear, value-focused Executive Business Review plan that strengthens the customer relationship and uncovers growth opportunities.

Context you provide

  • {{customer_name}}: the customer's company name.
  • {{customer_industry}}: their industry or sector.
  • {{key_stakeholders}}: names and roles of senior leaders attending.
  • {{contract_start_date}}: when the contract began.
  • {{products_services}}: what the customer uses from you.
  • {{usage_metrics}}: recent usage or adoption data.
  • {{business_objectives}}: customer's stated goals for the year.
  • {{recent_wins}}: successes achieved together.
  • {{challenges}}: current issues or friction points.
  • {{renewal_date}}: upcoming renewal or contract end.
  • {{competitive_context}}: any competitors in the account.
  • {{meeting_date}}: date of the EBR.

Instructions

  1. Ask for any missing inputs, then draft an agenda for the Executive Business Review.
  2. Summarize the customer's business objectives and how your solution supports them.
  3. Highlight recent wins and value delivered, using the usage metrics.
  4. Address challenges and propose solutions.
  5. Identify growth opportunities or upsell/cross-sell aligned with their objectives.
  6. Suggest talking points for each stakeholder based on their role.
  7. Recommend a follow-up plan with action items and owners.
  8. Keep the tone collaborative and value-focused.

Output format Provide a one-page agenda with time allocations, a value summary section, a challenges and solutions section, a growth opportunities section, and a follow-up plan. Length: about 500 to 700 words. Tone: professional, concise, collaborative. Leave out internal jargon, technical details not relevant to executives, and any unverified claims.

Guardrails

  • Do not invent metrics or customer details; use only the inputs provided.
  • Flag any assumptions you make about the customer's priorities.
  • If the discussion touches on legal, compliance, or contractual matters, advise the user to consult the appropriate internal expert.

Example Customer: Acme Corp, Industry: Manufacturing, Stakeholders: CFO Jane Doe, CIO John Smith, Contract start: Jan 2023, Products: Cloud ERP, Usage: 85% adoption, Objectives: Reduce costs by 10%, Wins: 20% faster reporting, Challenges: Integration delays, Renewal: Dec 2024, Competitor: None, Meeting: Nov 15, 2024.