P
💼BusinessIntermediateAll AIs

B2B SaaS Client Audit: Structure Your Analysis

Generate a structured audit for a B2B SaaS client: onboarding, adoption, retention, expansion with prioritized recommendations.

Paste in your AI

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:

  1. 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.
  2. 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).
  3. 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).
  4. 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.

Personalize this prompt with Léa

Answer 3 questions and Léa tailors the prompt to your situation.

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

Preparing a quarterly business review (QBR)

Expected Output

A structured audit in 4 sections with metrics, prioritized recommendations, and an executive summary.

Improve this prompt

Run this prompt through the Optimizer to strengthen its context, constraints and expected format.

Improve this prompt with the Optimizer

Comments

Be the first to comment on this prompt.

Glossary Terms

ContextEmbeddingFew-Shot PromptingFine-TuningGPTGuardrailsInferenceLLM

📬 Get new prompts every week

Join our newsletter and never miss a prompt.

Go further

Improve this prompt with the Optimizer

Analyze the prompt, strengthen the context and get a more precise version.

Prompt Engineering

Cross-model principles for writing more reliable prompts.

Similar Prompts

💼BusinessIntermediateAll AIs

LinkedIn Content Calendar

Building consistent LinkedIn presence

0139
💼BusinessBeginnerAll AIs

Project Brief Template

Getting all the information needed before starting work

0171
💼BusinessAdvancedAll AIs

Ultra-Personalized LinkedIn Prospecting Message for Lawyers

Generates a personalized LinkedIn prospecting message for a law firm, with key variables to target B2B executives and decision-makers.

051
💼BusinessIntermediateAll AIs

Project Pricing Calculator Logic

Pricing projects consistently and profitably

0138