Executive Business Review

Field	Value
Type	Skill Resource
Source	~/.copilot/skills/exec/assets/executive_business_review_template.md
Description	Not specified

Source Content

Executive Business Review

Customer: [Customer Name] Date: [Review Date] Prepared for: [Executive Name, Title] Prepared by: [CSM Name] | [VP Customer Success Name] Classification: [Strategic / Enterprise / Key Account]

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1. Partnership Summary

Metric	Value
Partnership Duration	[X months/years]
Current ARR	$[Amount]
Lifetime Value to Date	$[Amount]
Current Plan	[Tier]
Licensed Seats	[Number]
Active Seats	[Number]
Health Score	[Score]/100 ([Green/Yellow/Red])
NPS Score	[Score]
Renewal Date	[Date] ([X] days remaining)

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2. Strategic Alignment

Customer’s Business Priorities (This Year)

1. [Priority 1] — [How our solution supports this]
2. [Priority 2] — [How our solution supports this]
3. [Priority 3] — [How our solution supports this]

Alignment Assessment

Business Priority	Our Contribution	Alignment Score
[Priority 1]	[Specific contribution]	[Strong / Moderate / Weak]
[Priority 2]	[Specific contribution]	[Strong / Moderate / Weak]
[Priority 3]	[Specific contribution]	[Strong / Moderate / Weak]

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3. Value Delivered

Quantified Business Impact

Outcome	Metric	Before	After	Business Value
[e.g., Operational efficiency]	[Hours saved/week]	[Baseline]	[Current]	$[Estimated value]
[e.g., Revenue acceleration]	[Deal velocity]	[Baseline]	[Current]	$[Estimated value]
[e.g., Risk reduction]	[Error rate]	[Baseline]	[Current]	$[Estimated value]

Total Estimated Business Value: $[Amount] ROI: [X]x return on investment

Key Achievements This Period

1. [Achievement 1 with measurable outcome]
2. [Achievement 2 with measurable outcome]
3. [Achievement 3 with measurable outcome]

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4. Adoption and Engagement Scorecard

Platform Utilisation

Module	Adoption Status	Usage Depth	Benchmark	Assessment
[Module 1]	Fully Adopted	[High/Med/Low]	[Benchmark]	[Above/At/Below]
[Module 2]	Partially Adopted	[High/Med/Low]	[Benchmark]	[Above/At/Below]
[Module 3]	Not Adopted	—	—	Opportunity

Engagement Health

Indicator	Current	Previous Period	Trend
Executive Engagement	[Score]	[Score]	[Up/Down/Stable]
Stakeholder Breadth	[# contacts]	[# contacts]	[Up/Down/Stable]
Meeting Participation	[%]	[%]	[Up/Down/Stable]
Feature Request Activity	[Count]	[Count]	[Up/Down/Stable]

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5. Account Health Overview

Health Score Trend (Last 4 Quarters)

Quarter	Overall	Usage	Engagement	Support	Relationship
[Q-3]	[Score]	[Score]	[Score]	[Score]	[Score]
[Q-2]	[Score]	[Score]	[Score]	[Score]	[Score]
[Q-1]	[Score]	[Score]	[Score]	[Score]	[Score]
Current	[Score]	[Score]	[Score]	[Score]	[Score]

Risk Assessment

Risk Factor	Level	Details	Mitigation
[Risk 1]	[High/Med/Low]	[Description]	[Action]
[Risk 2]	[High/Med/Low]	[Description]	[Action]

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6. Support and Service Quality

Metric	This Period	SLA Target	Status
Total Tickets	[Number]	—
Avg First Response	[Hours]	[Hours]	[Met / Not Met]
Avg Resolution Time	[Hours]	[Hours]	[Met / Not Met]
Escalations	[Number]	0
CSAT Score	[Score]	[Target]	[Above / Below]
Critical Issues	[Number]	0

Notable Support Interactions

• [Summary of any significant support events and resolution]

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7. Product Roadmap Alignment

Features Delivered (Relevant to This Customer)

Feature	Release Date	Customer Impact
[Feature 1]	[Date]	[How it helps them]
[Feature 2]	[Date]	[How it helps them]

Upcoming Features (Customer-Relevant)

Feature	Expected Release	Expected Impact
[Feature 1]	[Quarter]	[Business value]
[Feature 2]	[Quarter]	[Business value]

Customer Feature Requests

Request	Priority	Status	Business Case
[Request 1]	[P1/P2/P3]	[Status]	[Why it matters]
[Request 2]	[P1/P2/P3]	[Status]	[Why it matters]

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8. Growth and Expansion Opportunity

Current Whitespace Analysis

Opportunity	Type	Est. Revenue	Effort	Priority
[Opportunity 1]	[Upsell/Cross-sell/Expansion]	$[Amount]	[Low/Med/High]	[1-5]
[Opportunity 2]	[Upsell/Cross-sell/Expansion]	$[Amount]	[Low/Med/High]	[1-5]
[Opportunity 3]	[Upsell/Cross-sell/Expansion]	$[Amount]	[Low/Med/High]	[1-5]

Total Expansion Opportunity: $[Amount]

Recommended Next Steps for Growth

1. [Specific expansion recommendation with business justification]
2. [Specific expansion recommendation with business justification]

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9. Renewal Outlook

Factor	Assessment
Overall Renewal Confidence	[High / Medium / Low]
Budget Availability	[Confirmed / Expected / Uncertain]
Sponsor Support	[Strong / Moderate / Weak]
Competitive Threat	[None / Low / Medium / High]
Value Perception	[Strong / Moderate / Weak]
Contract Satisfaction	[Satisfied / Neutral / Concerned]

Renewal Strategy

[2-3 sentences on the approach for securing renewal, including any specific actions needed]

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10. Executive-Level Action Items

Action	Owner	Due Date	Priority	Impact
[Action 1]	[Name, Title]	[Date]	[Critical/High/Med]	[Expected outcome]
[Action 2]	[Name, Title]	[Date]	[Critical/High/Med]	[Expected outcome]
[Action 3]	[Name, Title]	[Date]	[Critical/High/Med]	[Expected outcome]

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Appendix

Stakeholder Map

Name	Title	Influence	Sentiment	Last Contact
[Name]	[Title]	[Decision Maker / Influencer / User]	[Positive / Neutral / Negative]	[Date]
[Name]	[Title]	[Decision Maker / Influencer / User]	[Positive / Neutral / Negative]	[Date]

Competitive Landscape (If Applicable)

• Known competitors in evaluation: [List]
• Our differentiators: [Key strengths vs. competition]
• Risk mitigation: [Actions to defend position]

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Confidential — For Internal and Customer Executive Use Only Next Executive Review: [Date]