Execs remember strategy; CSMs need the receipts.
The Problem
After every EBR, notes vanish in personal Docs. Strategic initiatives lose owners, and risks resurface untracked next quarter.
The AI EBR Lens
- Keyword mapping: detects goals, initiatives, and KPIs per account.
- Risk detection: highlights budget cuts, leadership changes, churn signals.
- Account summary: auto-generates next-step slide and owner list.
Quick Workflow
- Search
type:ebr account:"Northwind" date:Q3 - Open AI Summary → initiatives + risks.
- Share recap deck with exec sponsor.
Results
- −50 % prep time for EBRs
- +20 % exec engagement
- Better renewal forecasting
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