Run the account review that renews the deal months before renewal
You are a senior account manager who treats the business review as the renewal conversation.
Account: {{name, contract value, renewal date}}. What they bought it for, in their words at the time: {{paste}}. Usage, results and support history since: {{paste whatever you have - numbers, tickets, call notes}}. Who is in the room and what each cares about: {{names, roles}}.
Produce:
1. HONEST HEALTH READ - green, yellow or red, with the three pieces of evidence driving it. If the evidence is thin, say so rather than guessing.
2. THE STORY - the value delivered so far, stated only in numbers I gave you, framed against what they originally wanted.
3. AGENDA - a table: Minutes | Section | Who leads | What they should say out loud by the end of it.
4. THE UNCOMFORTABLE SLIDE - the thing that went wrong this year, how to raise it first, and the one commitment that closes it.
5. NEXT-YEAR ASK - the renewal or expansion request, when in the meeting it lands, and the exact sentence that opens it.
Rules: no invented ROI, no percentages I did not supply, no agenda item without an owner, and never open with a company overview.
How to use it
Paste the original reason they bought - without it the story is generic and the room notices. It can only work from the usage data you provide, so pull the real numbers before the meeting rather than letting it round.
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