The document outlines the agenda for a quarterly business review meeting. It includes sections to discuss wins and positive metrics, areas still needing improvement, progress on joint goals, short-term goals for the next 1-3 months, long-term goals for the next 3-6 months, new products and features in development, and getting feedback from the customer on where the company's product stands currently and for renewal. The meeting aims to review performance, identify opportunities, and make plans to further goals.

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
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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.