Executive Summary
Output FormatTransform detailed interviews into high-level briefings for decision-makers
What is Executive Summary format?
Executive Summary format condenses interview insights into a brief, high-level overview focused on business impact and strategic implications. It answers the key questions busy executives need answered in 2-3 minutes of reading.
Concise overview (typically 1-2 pages)
Focuses on business impact and ROI
Leads with key findings and recommendations
Skimmable with clear sections
Data-driven with metrics
Action-oriented conclusions
Why use AI for executive summaries?
Executives don't have time for full transcripts—they need the bottom line fast. AI extracts the strategic insights, key metrics, and critical recommendations from lengthy conversations, presenting them in the crisp format executives expect.
Distills hours of discussion into minutes of reading
Identifies business-critical insights automatically
Highlights quantifiable impacts and ROI
Maintains professional executive-level tone
Makes complex topics accessible
Perfect for board meetings and stakeholder updates
Easy to share up the chain
Executive Summary Structure
Key Findings
Top 3-5 most important insights upfront
Business Impact
Quantifiable effects on metrics and goals
Strategic Implications
What this means for the organization
Recommendations
Clear, prioritized action items
Supporting Data
Key metrics and evidence
Best Practices for Executive Summaries
Lead with the most critical finding
Focus on business impact, not technical details
Include specific metrics and ROI when available
Keep recommendations clear and actionable
Use data visualization where helpful
Avoid jargon and industry buzzwords
Assume reader has limited time
Make it skimmable with bold headers
Executive Summary Example
# Executive Summary: Customer Retention Strategy Analysis ## Key Findings Our research with TechCorp's Customer Success team revealed a fundamental flaw in traditional retention approaches: companies intervene too late. By shifting focus from churn prevention to early success creation, TechCorp reduced churn by 34% and increased customer lifetime value by $47,000 per customer. **Critical Insight:** Customers who complete key success milestones within their first week show 89% retention vs. 62% for those who don't. ## Business Impact • **34% reduction in monthly churn rate** (from 8% to 5.3%) • **$47,000 increase in average customer lifetime value** • **8.3x ROI** on customer success investment • **67-point increase in Net Promoter Score** • Annualized impact: $12.4M in preserved revenue ## Strategic Implications Traditional reactive retention strategies (responding to cancellation signals) miss the window where intervention is most effective. Companies should shift resources from churn prevention to "success acceleration" in the first 30 days. ## Recommendations 1. **Immediate (This Quarter):** Identify 1-3 success milestones that predict retention 2. **Near-term (Next Quarter):** Build automated milestone tracking and intervention systems 3. **Long-term (This Year):** Reallocate 30% of retention budget to first-month success programs ## Supporting Data TechCorp's analysis of 2,400 customers over 18 months showed success milestone completion is the strongest predictor of retention—stronger than product usage, support tickets, or engagement scores combined.