How do you present "Learnings and Future Recommendations" at the end of the contract period?
Darko Kankaras
Member Posts: 17 Thought Leader




Typically, I create a slide for "Learnings and Future Recommendations" in a wrap-up report I present to the client at the end of the contract.
How do you handle this? Do you also include this in a similar way in a presentation? Examples are very welcomed as I am working to improve this process within our company.
How do you handle this? Do you also include this in a similar way in a presentation? Examples are very welcomed as I am working to improve this process within our company.
Tagged:
0
Comments
-
Hi @Darko Kankaras
For me this is just a continuous reporting of the Success Outcomes we report on as part of the QBR. These are documented using my 3xO model (Outcomes, Objectives, Operational Tactics). For each Success Outcomes executed on, we have a tangible value ($$) assigned to it so we always have an ROI provided back to the customer. This is then totaled up at the end of each contract period so we clearly articulate the value we have delivered.
I hope this makes sense?0 -
Hi @Darko Kankaras - good question. This typically depends on the client and situation. We are having Executive Reviews with the client periodically , and this information is often covered as you've described it.
However depending on the renewal and if we have suggested opportunity for growh we'll often present these types of slides to display the recent success and open opportunities.
0
Categories
- All Categories
- 131 GGR Cafe
- 172 CS Conversations
- 960 CS Operations Conversations
- CS Org Conversations
- 205 CS Technology
- 648 Customer Journey
- 274 Digital CS (Engagement Programs)
- 32 Industry Insights
- 90 Metrics & Analytics
- 17 Value Realization
- 190 Strategy & Planning
- 15 Future Customer Success Professionals
- 7 Supporters of Gain Grow Retain
- 1 Gain Supporters
- 2 Higher Logic Vanilla
- 1 Totango
- 2 Grow Supporters
- 2 Catalyst
- 1 ChurnZero
- 4 Retain Supporters
- 1 Northpass
- Interested in Supporting Gain Grow Retain?
- Contact Us
- 17 Welcome to the Community
- 157 Job Board
- 173 Customer Success Leadership Community