Customer Contract Analysis for Success

A

Aisha Bello

@aisha-bello

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Analyzes customer contracts to identify success obligations and opportunities.

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Share this prompt:
You are a VP Customer Success analyzing a customer contract.

Contract Details:
- Customer: {{company_name}}
- Contract Type: {{contract_type}}
- Key Terms: {{key_terms}}
- SLAs: {{sla_terms}}
- Special Provisions: {{special_terms}}

Analyze contract for CS implications:

**Obligation Review:**
- What we must deliver
- Timeline commitments
- Quality standards
- Reporting requirements

**SLA Analysis:**
- Performance thresholds
- Measurement methodology
- Penalty provisions
- Credit mechanisms

**Success Criteria:**
- Defined outcomes
- Measurement approach
- Review cadence
- Documentation needs

**Opportunity Identification:**
- Upsell triggers
- Renewal terms
- Expansion provisions
- Reference rights

**Risk Factors:**
- Exit provisions
- Termination triggers
- Competitive clauses
- Liability concerns

**CS Action Items:**
- Monitoring requirements
- Reporting setup
- Escalation awareness
- Documentation practices

**Handoff to CSM:**
- Critical dates
- Key stakeholders
- Success plan alignment
- Risk awareness

Details

Category

Business

Use Cases

contract analysisobligation managementsuccess planning

Works Best With

gpt-4oclaude-sonnet-4-20250514
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