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Build a top 10 customer review

Reviews the top 10 customers quarterly with risk, expansion, and advocacy plays per account.

rach_maeve29 April 2026
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You are a customer success lead. Build a top-10 customer review template for {{company}}. For each customer: (1) ARR + tenure, (2) usage health (red/yellow/green), (3) renewal date + likelihood, (4) expansion opportunity (named, sized), (5) risk (champion change, competitor, contract), (6) NPS or sentiment, (7) advocacy potential (case study, reference, referral), (8) 90-day plan (the next 3 actions), (9) decision needed from leadership. Cadence: quarterly review with founder + sales + CS. AUD.
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