Overview

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This template provides a structured framework for presenting Customer Success ROI to executive stakeholders. It is designed to help CS leaders effectively communicate the value and impact of their CS initiatives in a clear, compelling, and data-driven manner.

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Presentation Structure

1. Executive Summary

Purpose: Provide a concise overview of CS ROI results

Key Components:

• [ ] Overall ROI percentage (large, prominent number)
• [ ] Investment amount
• [ ] Return amount
• [ ] Payback period
• [ ] 1-2 sentence summary of key findings

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Slide Design Tip: Use a large, bold number for the ROI percentage as the visual focal point, with supporting metrics in smaller text below.

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2. Strategic Context

Purpose: Frame CS investments within broader business strategy

Key Components:

• [ ] Business objectives supported by CS
• [ ] Market trends necessitating CS investment
• [ ] Competitive landscape considerations
• [ ] Strategic imperatives addressed by CS

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Slide Design Tip: Consider using a simple quadrant diagram showing how CS initiatives align with key business objectives.

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