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Post on 20-Feb-2017
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Quarterly Business Review
• Wins
• What We Still Need to Do
• Joint Goal Progress
• Short-term Goals
• Long-term Goals
• What We’re Developing
• Where We Stand + Follow Up
Agenda
Wins
• Review of key positive metrics• Always explain why• How did we hit these
milestones?• Where did we improve, and
which of those areas made the biggest difference?
Wins
• Review of qualitative milestones• qualitative milestones
What We Still Need to Do
• Review of key positive metrics
• Always explain why
• How did we hit these milestones?
• Where did improve, and which of those areas made the biggest difference?
What We Still Need to Do
• Review of key metrics that need improvement
Joint Goal Process
• Review the goals you were supposed to work on together
• Come up with a clear plan to continue what worked and improve what didn’t
Short-term Goals
• Top 3 goals in the next 1-3 months
Long-term Goals
• What are your top three priorities in the next 3-6 months?
What We’re Developing
• Talk about new products or features that are on deck, so they’re primed for upgrades they may want in the future.
Where do We Stand
• Ask your customer where your product stands in their eyes (and on their list of priorities)
Quarterly Business ReviewThank you!
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