Annual review season is approaching at my company, and I’m trying to figure out the best way to showcase my accomplishments and advocate for a raise. I’ve managed 7 accounts this year, secured two upsells totaling $150k, and maintained a 95% client retention rate—but I’m not sure how to present this in a way that really stands out. Do you focus on hard numbers, client feedback, or the impact you’ve had on team projects? Also, any tips on handling the “why you deserve a raise” conversation without it feeling awkward? I’d love to hear what’s worked for you during review season!

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Exactly what you said above! Tell it like it is and just show your worth. My boss told us a few months back that we should keep a sheet of all positive comments or praise from anyone we work with, clients, and brokers. Bring that to the table along with any positive impacts you have made to the company’s bottom like. Without you they wouldn’t have increase production

Your numbers are already super compelling! I’d highlight them in a simple “impact + result” format—like, “Increased revenue by $150K through strategic upsells." If you need to, you could have chat gpt help you with putting bullet points into paragraphs and then just revise/edit so it's in your voice. For the raise convo, frame it as “Here’s the value I bring” vs. just asking.

Where I work it’s very “we speak with slides” so I’ve built a business case for myself in the past in slide deck form. I informed my manager I was creating a business case for myself that I wanted to discuss with them during my annual review and I sent it to them in advance.

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