1. Quarterly Business
Review

2. • 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

3. 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?

4. Wins
• Review of qualitative milestones
• qualitative milestones

5. 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?

6. What We Still Need to Do
• Review of key metrics that need improvement

7. 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

8. Short-term Goals
• Top 3 goals in the next 1-3 months

9. Long-term Goals
• What are your top three priorities in
the next 3-6 months?

10. 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.

11. Where do We Stand
• Ask your customer where your
product stands in their eyes (and on
their list of priorities)

12. Quarterly Business
ReviewThank you!