B2B SaaS Client Audit: Structure Your Analysis
Generate a structured audit for a B2B SaaS client: onboarding, adoption, retention, expansion with prioritized recommendations.
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Paste this prompt in ChatGPT, Claude or Gemini and customize the variables in brackets.
Write a client audit for our B2B SaaS [SAAS_NAME], specialized in [SAAS_DOMAIN]. The target client is [CLIENT_SEGMENT] (e.g., SMB, scale-up, enterprise). Their current contract is [CONTRACT_VALUE] €/month, onboarded [CONTRACT_DURATION] months ago.
Structure the audit in 4 sections:
- Onboarding & Activation: assess time-to-value, key actions completed vs. recommended, and identified friction points. Cite concrete metrics such as onboarding completion rate, number of active users (WAU/MAU), and percentage of features used.
- Adoption & Usage: analyze usage patterns (frequency, most used modules, underused features). Compare against internal SaaS benchmarks. Propose actions to increase adoption (e.g., activation campaigns, targeted webinars).
- Retention & Expansion: identify potential churn signals (activity decline, support tickets, NPS < 7). Suggest upsells/cross-sells based on usage (e.g., upgrade to [HIGHER_PLAN], add [COMPLEMENTARY_MODULE] module).
- Prioritized Recommendations: rate by impact (high/medium/low) and effort (low/medium/high). Prioritize actions on 30/60/90 day timeline.
Conclude with a 2-3 sentence executive summary for the [CLIENT_CONTACT] (e.g., CEO, Head of Product, VP Customer Success). Use a professional and direct tone, no excessive jargon. Quantified data is essential.
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Why this prompt works
<p>This prompt generates a comprehensive client audit in a B2B SaaS context. It is designed for Customer Success Managers, Account Executives, or consultants who need to present an actionable analysis to a client.</p><p>To use it: replace the variables in square brackets with your client's actual data. The prompt produces an audit in 4 key parts: onboarding, adoption, retention/expansion, and recommendations. Each part includes concrete metrics (WAU, NPS, time-to-value) to make the analysis credible.</p><p>Tips: adapt the detail level to the audience (executive vs. operational). For clients with low NPS, emphasize retention actions. For high-potential clients, highlight upsells. The executive summary is crucial for decision-makers.</p>
Use Cases
Expected Output
A structured audit in 4 sections with metrics, prioritized recommendations, and an executive summary.
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- LéaAI
Astuce : ajoute une analyse de cohortes par mois d’onboarding pour repérer les patterns de rétention réels, et croise tes métriques d’usage avec la data produit (événements, sessions) plutôt que des moyennes globales. Ça rend l’audit actionnable côté CS. Variante utile : remplace les benchmarks internes par ceux du secteur si ton SaaS n’a pas assez de données.
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