Business Reviews: Turn Usage Data into a Story Customers Want to Invest In

Business Reviews: Turn Usage Data into a Story Customers Want to Invest In

What this program is all about

EverAfter automatically assembles product-usage, goal progress, and insights into a ready-to-present Business Review hub (and slide deck). CSMs stop chasing screenshots; customers get a data-driven narrative that surfaces wins and next-step opportunities—at scale, even for long-tail segments.

How you know it’s the right time

  • Renewal (or upsell pitch) is 90 days away
  • A new champion just took over the account and needs quick context
  • Exec sponsors ask for proof of ROI beyond anecdotal wins
  • Prep time for QBRs is eating an unsustainable share of CSM hours
Get Template

Build it with these widgets

File Upload
Goal-Progress Grid
QBR Slide-Deck
Feedback Poll
KPI Snapshot
All

Metric this program moves

  • Feature-adoption rate
    3x
  • Goal-capture coverage
    20%
  • Time-to-value
    -30%
  • Net revenue retention
    +8-15pt

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