Quarterly business review prep

Gather customer insights and operational details to prepare a productive quarterly business review.

Hosted by Helen · 7 questions

Every question in this template

Helen asks each of these questions on video, in this order.

01
How much value did you get from us this quarter?
Star rating
Helen says: “First, how much value did your team get from us this quarter?”
02
What should we cover in the review?
Multiple choice
Helen says: “Which topics matter most to you for the meeting? Pick all that apply.”
Results and return on investment · Adoption across teams · Product roadmap preview · Renewal and pricing · Support experience
03
What was your biggest result this quarter?
Video, voice or text answer
Helen says: “What was your team's biggest result this quarter? I'd love to hear it.”
04
Your top goals for next quarter
Long answer
Helen says: “What are your top goals for next quarter? We'll build the plan around them.”
05
Will an executive sponsor join the review?
Yes or no
Helen says: “Will an executive from your side be joining us?”
06
Preferred date for the review
Date
Helen says: “Lastly, which date works best for the review?”
07
Who will attend from your side?
Short answer
Helen says: “Wonderful. Who'll be attending, and what are their roles?”