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!