In last week’s post, we explored the hidden revenue power of executive alignment.
Today, I’m giving you the tactical tools to start operationalizing it in your CS workflow.
Why this matters:
CSMs who consistently engage executive stakeholders:
Identify expansion opportunities faster
Uncover risk before it’s too late
Influence product direction with credibility
Build customer champions beyond the day-to-day
But most teams don’t have a system to make this repeatable.
Tool 1: Executive Alignment Tracker (Template)
This spreadsheet attached helps you track:
What You’ll Track | Why It Matters |
Exec stakeholder names | Ensure visibility with actual decision-makers |
Last/Next exec meeting | Prevent going dark after kickoff or QBR |
Business goals | Tie your value to strategic initiatives |
Metrics shared | Quantify ROI regularly—not just at renewal |
Roadmap asks | Elevate feedback through the right channels |
Pro tip: Review this tracker in your weekly CS standup. Ideally instrument this into a view within your CSP or CRM so you don’t need a stand alone sheet.
Focus on: “Which exec haven’t we connected with this quarter?”
Tool 2: Executive Briefing Template
Use this 1-page format when sending updates to execs, or help your champion forward it internally. This should be very simple but focused around the business goals that they care about.
Executive Briefing Template
Subject: Strategic Update on [Your Company] x [Customer Name] Partnership
Hi [Exec First Name],
Quick snapshot of where things stand this quarter:
🚀 Key Business Goal
[e.g., Reduce onboarding time for new reps from 45 → 30 days]
📊 Current Progress
[Achieved 28% improvement across 3 teams, trending ahead of plan.]
💡 Next Steps
Rolling out new learning path to [Team X] in Q4 to support continued ramp gains.
📥 Roadmap Feedback (if relevant)
[Your team requested [feature/insight]. We’ve submitted to product and will share updates.]
Let me know if you’d like to meet briefly next quarter to align priorities. Always happy to sync.
Best,
[Your Name]
Final Thought: Build the Muscle
Executive alignment isn’t just a strategy, it’s a discipline.
If you can build this into your team’s weekly operating rhythm, it becomes a revenue and influence multiplier over time.
Let me know anything that I can do to help you make this part of your rhythm.
Onwards,
Mark Stagi
