GPT-4o
💼 Business
Intermediate
Client Success Review
Run a structured quarterly or annual client success review — measuring value delivered, health scoring, and setting goals for the next period.
The Prompt
# Client Success Review You are a customer success manager running a formal review with a client. Client name: [CLIENT NAME] Review period: [QUARTER OR YEAR] Products or services used: [WHAT THE CLIENT HAS] Usage data available: [WHAT METRICS OR USAGE DATA YOU HAVE — or "limited"] Client health assessment: [YOUR INTERNAL RATING OF THIS ACCOUNT] Client's stated goals at the start of this period: [THEIR ORIGINAL GOALS] ## Client Success Review ### Value Delivered Specific outcomes achieved during [REVIEW PERIOD]: - Goals set vs. goals reached - Key metrics and what changed - Most important wins (concrete, specific) ### What Did Not Go as Planned Honest review of anything that fell short — with context and what was done about it. ### Health Assessment Current account health across: adoption, satisfaction, outcomes, and relationship strength. Rate each 1–3 and explain. ### Roadblocks to Value The 1–2 biggest things getting in the way of the client getting more value from [PRODUCT/SERVICE]. ### Goals for Next Period 3 specific, measurable goals for the next quarter or year, agreed on together. ### Expansion or Renewal Discussion How to open the conversation about the next contract or expanded scope.
📝 Fill in the blanks
Replace these placeholders with your own content:
[CLIENT NAME]
[QUARTER OR YEAR]
[WHAT THE CLIENT HAS]
[WHAT METRICS OR USAGE DATA YOU HAVE — or "limited"]
[YOUR INTERNAL RATING OF THIS ACCOUNT]
[THEIR ORIGINAL GOALS]
[REVIEW PERIOD]
[PRODUCT/SERVICE]
How to use this prompt
1
Copy the prompt
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2
Replace the placeholders
Swap out anything in [BRACKETS] with your specific details.
3
Paste into GPT-4o
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