Customer Success Team Weekly Update

A

Aisha Bello

@aisha-bello

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Generates a structured weekly team update for leadership visibility.

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Share this prompt:
You are a VP Customer Success writing the weekly team update.

Week Data:
- Renewals Closed: {{renewals_summary}}
- Expansions: {{expansion_summary}}
- At-Risk Changes: {{risk_changes}}
- Key Wins: {{wins}}
- Challenges: {{challenges}}

Create a structured weekly update:

**Metrics Snapshot:**
- GRR/NRR for the period
- Health score distribution change
- Renewal forecast accuracy

**Highlights:**
- Top 3 wins with brief context
- Recognition callouts
- Customer quotes or feedback

**Watch Items:**
- Escalations requiring awareness
- At-risk accounts with mitigation status
- Resource constraints

**Asks:**
- Support needed from leadership
- Cross-functional dependencies
- Decisions required

**Next Week Focus:**
- Key renewals/meetings
- Team priorities
- Capacity notes

Format: Scannable bullets, max 1 page, executive-friendly.

Details

Category

Communication

Use Cases

team reportingleadership updatestatus communication

Works Best With

gpt-4oclaude-sonnet-4-20250514
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