How to Create Executive Summaries That Actually Get Read
Let’s be honest—most executive summaries never get read.
They’re either too long, too vague, or filled with info that doesn’t answer what executives actually care about. And when that happens, your client skips over your report entirely… or worse, sees you as someone who doesn’t understand their priorities.
As an account manager, your executive summary isn’t just a report. It’s a chance to prove your value, show strategic alignment, and keep decision-makers bought in.
Here’s how to make it count.
Start With What Executives Actually Want to Know
Executives don’t want every detail. They want clarity. That means you need to answer questions like:
- What’s working, and why does it matter?
- Where are the risks?
- What’s next?
Lead with insights—not updates. This means cutting filler and going straight to the big picture.
Use a Clear, Repeatable Structure
Consistency builds trust. When your summaries follow the same format every time, clients know what to expect—and it makes you look buttoned up.
Here’s a simple structure that works:
- Business Impact – Show the outcomes tied to their goals
- Key Highlights – Brief wins or milestones from the last period
- Risks or Concerns – Be honest, and show what you’re doing to address them
- Next Steps – What actions are coming, and what you need from them
Keep each section short. Aim for one page total.
Tailor It to Their Priorities
If the client is focused on cost savings, your summary should spotlight efficiency. If they’re in growth mode, focus on results and speed. This is where your knowledge of the client really matters.
Use language that matches their KPIs. Show how your work connects to the metrics they care about most.
You’re not just delivering service—you’re driving outcomes.
Use Visuals That Tell a Story
Charts, graphs, and simple visuals make your summary easier to scan. But only if they’re used right.
Use visuals to:
- Show progress toward a specific goal
- Highlight risk areas or gaps
- Compare performance over time
No need for design software—just keep it clean, focused, and relevant.
If your executive summary is just a recap, it’s a missed opportunity.
When done right, your summary becomes a strategic tool. It shows clients that you understand their business, you’re paying attention to what matters, and you’re proactively moving the partnership forward.
Want to tie your summaries to a bigger strategy? This next blog will help you zoom out and plan for long-term growth: Annual Account Planning: How to Set Your Clients (and Yourself) Up for Success
.jpg)
