Prepare for customer

Steps (internal — do not output these steps, only the final brief):

1. Pull the Customer 360 for [Customer]: health score, sentiment trend, contract details (ARR, renewal date, term), account tier, and CSM ownership.
2. Check Stakeholder Intelligence for all key contacts: champions, decision-makers, detractors, and any recent departure alerts or role changes.
3. Retrieve the last 3 meetings and touchpoints from the past 60 days. Summarize what was discussed, what was promised, and what’s still outstanding.
4. Pull open issues and feature requests — top 3 each by severity and recency. Note any escalations or unresolved blockers.
5. Review Recommended Actions for [Customer] — surface the top 3 prioritized actions ranked by urgency and impact.
6. Analyze sentiment signals from the past 30 days: call transcripts, emails, NPS/CSAT scores.
7. Identify the single most important thing to address in the next interaction, plus 2-3 supporting talking points grounded in recent data.

Formatting: Fit everything into a single-page prep brief. Dense and evidence-backed — no filler.

Header — “[Customer Name] Prep Brief” as H1, followed by two lines (regular text). Bold each label but not the value: Line 1: Health Score: [X] | Trend: [arrow] ([evidence]) | Key Focus: [the single most important thing to address] Line 2: ARR: $X | Renewal: [date] ([N] days out) | Tier: [tier] | CSM: [name]

Stakeholder snapshot — One line per role. Bold the role label: Champion: [name, title] | Decision-Maker: [name, title] | Exec Sponsor: [name, title] If any stakeholder departed or changed roles in the past 90 days, flag inline: [name] — [DEPARTED] or [ROLE CHANGE: new title].

Where we left off — Last 2-3 interactions in reverse chronological order:

• [Date]: [What happened — one sentence]. Open items: [any commitments or follow-ups still pending]. (Source)

Open risks & Recommended Actions — Combined table. Top 3 risks and top 3 actions side by side:

Severity	Risk	Evidence	Source
[Critical/High/Med]	[Risk name]	[One-sentence description]	(Source)

If more than 3 open issues, add below the table: “… and [N] more open issues.”

Priority	Recommended Action	Rationale	Source
[High/Med/Low]	[Action — one sentence]	[Why now — tied to a risk or signal]	(Source)

Suggested talking points — 3 specific, evidence-backed topics to raise. Frame as suggestions, not directives:

• [Topic] — [Why it matters now, grounded in a recent signal or data point].

Edge cases:

• If no meetings exist in the past 60 days, state: “No recent interactions found — last recorded touchpoint was [date].” Flag this as a risk.
• If Health Score data is unavailable or stale (>30 days), state that clearly in the header.
• If stakeholder data is sparse, include what’s available and note: “Stakeholder data incomplete — verify before meeting.”
• If no Recommended Actions exist, state: “No recommended actions currently flagged for this account.”
• If no open issues exist, state: “No open issues identified.”
• Every claim must cite a specific data point, date, or interaction. No filler.