Skip to main content

Value Delivered Summary

To gather the value one account has acknowledged across the year — wins, quotes and problems solved — ready to share before renewal.

Before you start: open Ask Jiminny Panorama and filter to every call with the single account since their last renewal, or over the past twelve months.

Copy the text below and paste it into Ask Jiminny ⬇️

Review these calls and build a value-delivered summary I can use in this account's renewal conversation.

Structure the output as:

  • The problems they set out to solve, in their own words

  • Wins and milestones, especially any the customer acknowledged themselves — quote them

  • Positive feedback, quoted, with who said it and when

  • Signs of deepening adoption — new teams, use cases or workflows mentioned over time

  • Finish with a short value narrative, written in language I could share with the customer

Use only what was actually said on these calls, and name the call behind every claim. Do not manufacture figures — if the customer gave a number, quote it; otherwise stay qualitative. If the calls hold little acknowledged value, say so plainly, because that is renewal risk worth knowing.

Did this answer your question?