Retention
On demand
Customer Value Report Agent
Show the value achieved.
Show a customer what has improved using before-and-after results and clear calculations.
Report Alder's invoice-review improvement.
- Read Measurement sheet · approved
What it does
Compare the starting point with the results today.
Show a customer what has improved using before-and-after results and clear calculations. Built for customer success and value consultants.
Establish comparable evidence
Choose the customer outcome and comparable results from before and after the work. Baseline measurements and customer-confirmed outcomes can make the value report more credible.
Calculate defensible value
Calculate the change and explain what the numbers show, keeping estimates clearly labelled.
Prepare the value report
Get a concise results summary with calculations and context for the customer conversation.
How it works
Show a customer what has improved using before-and-after results and clear calculations. Built for customer success and value consultants.
- Approved documents and context
- Metric definitions and comparability rules Approved benefit-claim policy Optional: pre-launch process measurements and dated adoption milestones, to establish a meaningful before-and-after comparison. Optional: customer-approved outcomes and relevant operational changes, to explain what improved and what else may have contributed.
- Make delivered value easier to see
- Present measured before-and-after changes in plain language, giving the customer conversation a concrete starting point.
- Make result claims easier to check
- Keep calculations, comparison periods and limits alongside the results so the customer can understand what the numbers support.
- Google Sheets · Read outcome measurements (read)
- Calculate comparable before-and-after results.
- Salesforce · Read agreed success measures (read)
- Confirm which outcomes the customer values.
- Google Drive · Read customer acceptance notes (read)
- Separate confirmed benefit from assumptions.
- Human review and permissions
- Metric owner verifies arithmetic; account owner approves shared claims.
01Gather the context
Bring together the relevant information from Google Sheets, Salesforce, Google Drive.
02Check what matters
Calculate the change and explain what the numbers show, keeping estimates clearly labelled.
03Prepare the result
Before, after, arithmetic, evidence class and uncertainty. Missing baseline or validation needed before a claim.
04Review proposed changes
Metric owner verifies arithmetic; account owner approves shared claims.
Integrations
Structured records
Google Sheets
Airtable
Notion databases
CRM
Salesforce
HubSpot
Documents
Google Drive
Microsoft OneDrive
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Show customers the results recorded so far, with less reporting effort and a clear basis for each claim.
- Make delivered value easier to see
- Present measured before-and-after changes in plain language, giving the customer conversation a concrete starting point.
- Make result claims easier to check
- Keep calculations, comparison periods and limits alongside the results so the customer can understand what the numbers support.
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Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.