Give sponsors the signal, not the noise. The Executive Roll-Up distills outcomes, charts, and next bets into a two-minute package - so champions can secure budget and greenlight the next phase without another long meeting.
Who it’s for
Executive sponsors and steering committees
Customer Success & Account Management
AEs driving renewals/expansions
Why it matters
Executive champions secure budget. Busy execs need the headline and the “so what.” When value is obvious and the ask is clear, approvals move faster and momentum doesn’t stall.
How it works (TOF → MOF → BOF)
TOF (Signal in 90 seconds):
Share a 90-second value summary clip that hits: top outcomes, key chart, one risk with mitigation, and the single next step. Send via email/Slack; link to the Exec Page on your site.
MOF (On-Site Exec Page):
A Replay page that includes:
Sections: Outcomes (before/after) · Charts (usage/ROI) · Roadmap alignment (what’s coming that matters)
Artifacts: One-pager PDF, dashboard links, customer quote
Transcript + searchable timeline for quick scanning
Owner grid: Who owns what, due dates
BOF (Decision in one click):
Primary CTA: “Greenlight next phase.” (confirm scope/dates/budget)
Secondary: “Book 15-min exec sync” · “Share with finance.”
KPIs: Sponsor engagement (views, time on page) · Budget approvals · Time-to-approval · Phase start rate
Automation: Exec domain view → AE/CSM alert; “Greenlight” clicked → update success plan + create project kickoff; repeated views of Roadmap section → trigger PM/founder note with context.
Respect their time, earn their trust.