Six Box Executive Summary Template

Tell your whole Customer Success story on one slide in five minutes, and end on the one thing you need from leadership.

I promise you, nobody on your leadership team is reading your 15-page Customer Success report. They skim the first page, look for anything in red and move on to the next thing in their inbox. What they actually want to know is whether the revenue you already have is going to stay and grow.

The six box summary answers that on one slide: headlines, metrics, customer learnings, solutions, people and priorities, in the same order every period. Every bullet carries a number, an owner, a date or a dollar amount, and every problem you raise has a fix sitting right next to it. The deck gives you the blank slide you copy every period, a filled-in example, a slide for each box with weak and strong lines, the order to build it in, a five-minute run of show and a compare version that puts last period next to this one. After two or three months, people know exactly where to look, and they start asking about the trend instead of the format.

What's included

• Six Box Executive Summary template in PowerPoint, plus a make-a-copy link for Google Slides

• 16 slides with speaker notes: title, what goes in each box, the six box template, a filled-in example, one slide for each of the six boxes, how to build it, pre-wire and present, rules, the compare version, where to use it and a close

• A step-by-step PDF guide with made-up examples for every box, a monthly build plan, a five-minute presenting plan and the mistakes to avoid

• A Steal This six box send check

Who it's for

CS leaders who send a monthly leadership update, present to a CEO or board, or need one slide that sums up the quarter.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Metrics and Board Bundle (8 templates for $79) and the New CS Leader Bundle (8 templates for $79), each about half the price of buying the templates one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.