Executive summaries are your moment to inform, persuade, and drive decisions. These concise updates help leadership quickly understand where things stand, what’s needed, and how they can help. With AI, you can streamline the process and craft summaries that truly sell.
1. Summarizing Progress and Achievements
Highlighting progress sets the tone for a positive update. Use this prompt to keep leadership informed of wins while emphasizing momentum.
Summarize the current status of [Deal/Project], including recent wins, key milestones, and measurable results. Keep it concise and aligned with leadership priorities.
2. Identifying Blockers and Support Needs
When challenges arise, leaders need to know how they can help. Use this prompt to present blockers clearly and request specific support.
Outline the top three blockers for [Deal/Project], explain their impact, and propose actionable steps leadership can take to address them.
3. Showcasing Revenue Potential
Revenue-related updates are always top of mind for leadership. This prompt keeps their focus on what matters most.
Draft an executive summary for [Account/Deal] that includes the revenue opportunity, current status, and potential competitive risks.
4. Tying Progress to Organizational Goals
Linking your efforts to broader company objectives builds alignment and shows strategic thinking.
Create a summary that connects recent wins and progress on [Deal/Project] to the company’s overall goals. Highlight how this work supports leadership’s priorities.
5. Balancing Wins and Challenges
Presenting a balanced view earns trust and helps leaders see the full picture.
Draft a summary for [Deal/Project] that includes key wins, measurable results, top challenges, and next steps requiring leadership’s input.
How to Use These Prompts
- Select a Prompt: Pick one that fits your update needs and paste it into your AI tool.
- Add Details: Include specifics like account names, revenue targets, or major milestones to tailor the output.
- Refine and Polish: Edit the AI response to ensure it reflects your voice and key priorities before sharing.
Why These Prompts Work
These prompts are designed to ensure your updates are concise, actionable, and focused on what leadership cares about most. By using AI to organize and elevate your insights, you’ll save time while delivering summaries that stand out.
Help Others Level Up
If you found these prompts helpful, share them with your team or on LinkedIn. After all, better executive summaries lead to better decisions—and better decisions lead to bigger wins.