As VP Customer Success, I need to conduct a comprehensive end-of-year retrospective. Annual Data: - Key Metrics: {{annual_metrics}} - Team Performance: {{team_data}} - Portfolio Changes: {{portfolio_summary}} - Major Initiatives: {{initiatives}} Guide my annual reflection: 1. Portfolio Performance: - What drove our retention and expansion results? - Which accounts exceeded expectations? Why? - Which accounts disappointed? What could we have done differently? - How did our segmentation strategy perform? 2. Team Development: - How did the team grow professionally? - What skills improved most? - Where do gaps remain? - What investments paid off? 3. Process Evolution: - Which new processes added value? - What should we stop doing? - Where did automation help most? - What manual work remains painful? 4. Customer Relationship Quality: - How did overall customer sentiment shift? - What feedback themes persisted? - How well did we execute on customer commitments? - Where did we truly delight customers? 5. Strategic Alignment: - How well did CS contribute to company goals? - Where did we lead versus follow? - What strategic opportunities did we miss? - How should priorities shift next year? Synthesize into annual report and next-year planning priorities.
End-of-Year Customer Success Retrospective
Reflection framework for comprehensive annual CS team and portfolio assessment.
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annual CS retrospectiveyear-end performance reviewstrategic planning reflection
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