Template

Customer Review Template

Create a structured customer review that covers performance, wins, issues and proposed next actions.

FreePro
Free result

Copy-ready output

Use this as a commercial planning guide only. Validate numbers before making customer commitments.

Executive summary

Retailer A Q2: Revenue grew 6%, with strong promo weeks but weaker base sales. The next priority is to improve base rate of sale, protect margin and tighten launch planning.

Performance narrative

Revenue grew 6%, with strong promo weeks but weaker base sales.

Wins

Distribution gains, better feature compliance and improved availability.

Misses

Promotion margin was below target and one launch missed the timing window.

Recommended actions

Focus the next period on: Improve base rate of sale, protect margin and tighten launch planning.

Proposed asks

Agree the priority actions, confirm support levels, align success measures and remove execution blockers.

Follow-up actions

Send agreed numbers, owners and timings within 24 hours. Schedule the next checkpoint and document decisions.

Watch-outs

  • Add real sales, margin, distribution and customer context before sharing externally.
  • Use the output as a structured first draft, not a final approved recommendation.

Commercial interpretation

Use the generated review as a clear first draft. Add the actual scorecard, evidence and owners so the discussion moves from commentary to decisions.