Field notes · 2026-02-19
What to put in a client-facing usage brief
A short structure for sharing application usage findings with a client sponsor without overwhelming them.
Client sponsors seldom want the full annex. They want to know whether their teams are getting value from purchased seats and which modules sit idle.
A workable one-page brief covers four blocks: period and definitions, active versus purchased seats, three feature highlights, and two suggested next steps. Keep charts sparse—one seat chart and one feature chart is usually enough.
Avoid internal jargon from your own product roadmap. Frame findings in the language the sponsor uses in their organisation: departments, sites, or roles rather than ticket IDs.
Always state what is excluded. If mobile sessions were unavailable for the period, say so. Transparency keeps B2B account usage reporting credible when the sponsor later compares notes with their own IT team.