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Helping you put the customer at the heart of every decision.

Quarterly business review agenda

Here is a proven agenda for quarterly business review meeting that allow collaboration to take place with mutual benefits and interest.

  1.  Business Impact:
    • Review of joint success metrics
    • Accomplishments/lessons learned
    • Confirmation of long-term goals
  2. News & Activity Review:
    • Customer/supplier business news
    • Product usage/activity update
    • Support review – ticket trends, resolution
  3. Best Practice Sharing:
    • Recommended rotating topics/materials
    • Customer-specific needs/interests
    • Product roadmap updates
  4. Path Forward:
    • Plans/priorities – next 90 days
    • Business impact inventory update

About the Author

Walker Weekly

Walker is a consulting firm specializing in customer experience. Helping businesses for more than 75 years, Walker’s diverse team of consultants provides tailored, comprehensive solutions to help companies achieve their business objectives and grow shareholder value. Walker specializes in customer retention and growth, using predictive analytics and other innovative approaches. Walker works with some of the world’s most influential businesses as well as emerging organizations of all sizes. For more information, please visit

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