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The newsletter is a written digest of what moved across your accounts since the last one: which accounts changed band, which signals were raised, what is coming up for renewal, and what needs a decision. It exists for the reader who is not going to open the dashboard. A VP or a founder who wants to know where the book of business stands gets a page of prose rather than a screen of filters.

What is in it

  • Portfolio movement — accounts that changed health band, and why
  • New signals worth surfacing — filtered to what actually warrants attention
  • Renewal window — what is landing, and how each one looks
  • Where a decision is needed — the accounts where somebody senior has to weigh in
Every claim carries its evidence, so a reader who wants to check a statement can follow it back to the call, ticket, or metric behind it.

Generating one

Open Newsletter from the CS section, choose the period to cover, and generate. Review before sending — the newsletter is a draft written from evidence, and you are the editor.
The most useful newsletter is not the most complete one. Cut anything the reader cannot act on. A digest that lists forty signals gets skimmed; one that names the three accounts needing a decision gets read.