If your next QBR needs faster approvals, bigger expansions, and fewer “come back next quarter”, here’s your edge: Salesforce just showed Wall Street that agentic AI + trusted data = expansion-led growth. (Source: SFDC Earnings Call - Dec 3, 2025)
And you can reuse that story to position CS as a financial engine, not a cost line.
Two quick moves you can use today:
Show a forward book, not just health. Reframe upcoming renewals and signed expansions as a “booked, not yet recognized” ladder across +30/+60/+90 days; if your deck needs a clean scaffold, slot the ladder into the guidance inside the Transform Quarterly Business Reviews Guide so finance sees timing, totals, and owners on one page.
Prove operating leverage, not AI hype. Track Touches Saved per 100 cases and make it a weekly habit with the routines in the CS Daily Command System so the number trends the right way before execs see it.
Want the exact five slides, the talk tracks, and the live ROI sheet? It’s all below.
Get my copy-ready deck, word-for-word scripts, and plug-and-play calculators that make your QBR land like an earnings call, and convert outcomes into funded expansions.
🔏The Investor-Language Playbook For CS Leaders (Slides, Scripts, Metrics)
This is a copy-ready system to present Customer Success as a finance narrative—built on Salesforce’s Q3 framing and tuned for your team.