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NT-055 / Working kit

Client account review

Bring evidence to the account conversation.

Prepare an evidence-based account review covering agreed outcomes, delivery issues and proposed actions. Keep commercial opportunities separate from confirmed customer needs.

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Editable .xlsxPDF guideNo macros

Start with the decision

Which service issues or next-period decisions still need follow-through?

Small service teams reviewing an ongoing client relationship.

From input to next step.

  1. 01

    Review the agreement

    Use the current scope and previous review actions. Choose factual observations, such as a delivered output or unresolved request, with a reference.

  2. 02

    Ask for the client view

    Record whether the client confirmed the observation and what outcome matters next. A possible expansion is a question to explore, not predicted revenue.

  3. 03

    Agree accountable actions

    Name an owner and state for each agreed action. Record open issues and the next review date in the log rather than declaring the relationship healthy by score.

A look inside

The example, in plain sight.

Fictional values from the workbook. Amounts are illustrative currency units, not a market rate or a customer result.

Review topic
Delivery
Observation
Report received
Evidence reference
Delivery note
Client confirmed?
Yes
Agreed action
Archive final version
State
Complete
Open follow-through
0

Before you use the result.

  • Do not invent satisfaction or retention scores.
  • Separate a sales idea from a client request.
  • Record the client’s actual feedback accurately.

An account-review framework; it does not calculate churn risk, customer value or guaranteed renewal.

A few useful answers.

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What will I receive?

Each product includes a PDF guide, an editable Excel workbook, a fictional worked example, a blank worksheet with 50 prepared rows and a decision log. Working kits also include an implementation plan and an adaptable message. The exact file list is on each product page.

What software do I need?

A PDF reader and spreadsheet software that supports standard .xlsx formulas. The workbooks contain no macros or external data connections. Formula results depend on your inputs and your spreadsheet software recalculating them. No paid AI account is required.

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