Monthly CS Exec Update Template That CFOs Trust

(The exact 1-page format I use to make execs lean in, not tune out)

Your monthly CS update just got forwarded to the CFO.

Do they see a revenue partner or a team that reports activity?

Most CS updates fail for one reason: they’re written like internal notes, not executive inputs.

Executives don’t want a recap.

They want orientation, risk, and a decision.

Today, I’m sharing the exact 1-page format I use to make execs lean in, not tune out. It typically saves 4–6 hours per month. That’s 50+ hours a year you’re not rebuilding status reports from scratch.

Read the CS exec metrics leaders actually care about to see what numbers go into this format.

Here’s what you’ll get:

• Headline (Revenue Safety Snapshot): one line that tells leaders what’s renewing, what’s covered, what’s at risk

• Trend (What Changed): the few movements that matter, not a dashboard tour

• Focus (Where CS Is Spending Judgment): why CS is prioritizing what it’s prioritizing

• Decision (What You Need From Leadership): the section most teams skip, and the one execs actually respond to

• Bonus for Paid Members
  Monthly CS Executive Update Template
  Duplicate it, plug in your numbers, and send it to leadership. Built to fit one page. No rebuilding.

If you’re preparing your January exec update, this is your shortcut. Upgrade now, use it Monday, and stop rebuilding from scratch every month.

Here’s the full framework. Ready to drop into your January exec deck.