Seeking Guidance on Customer Updates for Upcoming Reviews

Hi there, I'm CS Ops and want to provide news about our customers few days before a business review to our customer sucess managers. To do so, I want to proceed as follow but i have tonnnns of questions (in blue), can someone help me? I've literally just strated with Clay

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💤 You've caught us outside of our support hours (9am-9pm EST), but don't worry - we'll be back in touch within 24 hours (often sooner!). If you haven't already, please include the URL of your table in the thread below so that we can help you as quickly as possible!
Elisabeth C.
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url of my table : https://app.clay.com/workspaces/357942/tables/t_Jq2qGpufrnFe/views/gv_zWtowyaegmFX
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