Prepare a quarterly business review deck for a customer account using product usage data and past support tickets

• Export product usage metrics and license utilization numbers from the analytics platform
• Pull and read through closed support tickets from the helpdesk system to identify recurring issues
• Compile active feature request lists and cross-reference them with the customer's primary use cases
• Draft an outline for the presentation structure covering adoption, support health, and upcoming goals
• Copy data points and ticket summaries manually into presentation slides
• Format charts and tables to make the metrics readable for executive stakeholders

Manually digging through dozens of resolved support tickets to find common themes without missing important customer complaints.

1. You

   1. Gather the account materials

   Export the agreed product usage, license utilization, support ticket, feature request, and customer-use-case data for the quarter. Remove unrelated accounts or sensitive records before providing the materials for analysis.

2. AI

   2. Organize usage and adoption trends

   Combine the supplied usage and license data into a consistent account summary, highlighting changes over time, underused capabilities, and notable adoption patterns. Flag missing periods, inconsistent definitions, or figures that cannot be compared reliably.

3. AI

   3. Summarize support health and requests

   Group the supplied closed tickets by recurring issue, product area, severity, and resolution status, then connect those themes with the active feature requests and stated customer use cases. Separate documented patterns from single-ticket observations and identify unresolved items that need confirmation.

4. You

   4. Choose the account narrative and commitments

   Decide which usage trends and support themes belong in the executive discussion, which claims must be excluded because the evidence is weak, and which upcoming goals or follow-up commitments are realistic. This decision determines the priorities and promises presented to the customer.

5. AI

   5. Draft the quarterly review deck

   Create a slide outline and draft content covering adoption, license utilization, support health, recurring issues, feature requests, selected evidence, and the agreed goals. Add clearly labeled tables or chart specifications using only the supplied figures and note any data limitations on the relevant slides.

6. You

   6. Validate and deliver the presentation

   Check every figure, ticket theme, customer reference, and commitment against the source records, correcting or removing anything unsupported. Apply the account's presentation format, confirm the owners and dates for agreed actions, and deliver the final deck.

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