Top 10 Content to Share with Your Customers
Bex Sekar
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February 13, 2025
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3 mins
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It can be difficult to figure out what you should be sharing with customers. It’s definitely a balancing act - too much and you risk them ignoring future outreach, too little and you risk them wondering if they should cut your product. So what’s a CSM to do?
Here are the top 10 content you can share with customers that they will not only derive value from but that you can also use to showcase product value. From your basics to maybe some touchpoints you hadn’t considered before, from presentations to one-pagers to emails, we have you covered.
Top 10 Content to Share with Customers
In no particular order!
1. Quarterly Business Review (QBR) Deck
What is it: Deck to showcase the value of the company's product or service, highlight successes, and offer actionable recommendations to help the customer derive more value
When to use it: At the quarterly business review meeting
2. Quarterly Business Review (QBR) One-Pager
What is it: A high-level update tool that highlights key metrics, trends, and recommendations, all presented in an easily digestible format
When to use it: Send before a QBR meeting as a way to entice customers to attend the actual QBR
3. Client Kick-Off Deck
What is it: A deck to introduce a new client to both the product and the customer success team
When to use it: At the first meeting with a new customer
4. Business Case Deck
What is it: Deck highlighting why customers should continue to choose your product
When to use it: Any point in the journey when it seems like a customer might be considering a competitor
5. Renewal Deck
What is it: A deck that provides a comprehensive overview of the benefits a customer has gained from your product, as well as the reasons why the customer should continue using your product
When to use it: A month before renewal is actually up
6. Expansion Deck
What is it: A deck that provides a comprehensive overview of the benefits a customer has gained from your product, as well as the additional value they can realize if they expand with your product
When to use it: Whenever you feel that a customer can benefit from another product or add-on you offer
7. ROI One-Pager
What is it: A concise summary highlighting product's return on investment for the customer
When to use it: Worth sending out when there’s been a significant change in usage
8. End of Year Email
What is it: An annual message summarizing achievements, metrics, and value delivered to the customer
When to use it: End of the year
9. Feature Usage Quick Look
What is it: A snapshot of customer's engagement with key product features, identifying usage patterns
When to use it: Quarterly basis
10. Benchmarking Quick Look
What is it: A brief comparison of customer's metrics against industry standards or peer performance
When to use it: Quarterly basis
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Want to automate any of the above content? Including creating the tables and charts based on customer data? Then get a demo of Matik!