This simple template will help you nail your next quarterly business review.

1. Quarterly Business
Review
TreehouseAnalytics

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?
Product Usage

4. Wins
• Review of qualitative milestones

5. What We Still Need to Do
• Review of key metrics that need improvement
• Always explain why
• Why didn’t we hit these milestones?
• Where didn’t we improve, and which of
those areas had the biggest impact?
TreehouseAnalytics
66 1 +100 $1,833
All power users are in good health.
Only 1 of your 2 key contacts are in good health.
Only 6 of the 26 seats are highly active.
Background signal are normal.
Overall seat health is normal.

6. What We Still Need to Do
• Review of qualitative misses

7. Joint Goal Progress
• Review the goals you were supposed to
work on together
• If you met them, talk about why you
were able to achieve them
• If you didn’t, talk about the roadblocks
that made it difficult
• Come up with a clear plan to continue
what worked and improve what didn’t

8. Short-term goals
• What are your top three priorities in the
next 1-3 months?
• Come up with a joint plan for
addressing these goals
• Make sure you understand not only the
goals the customer wants to reach but
why; that way, if you end up needing to
create a workaround, you can address
the root of the problem

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)
• Here’s one way to do it: “You’re up for
renewal in the next six months. Is
there anything you know now that
would stop you from taking that step?”
• Schedule clear times for follow up
calls and meetings to review and work
on your goals throughout the next
quarter.