Quarterly business review agenda and outline

You are a customer-facing sales or account lead preparing a quarterly business review that the customer finds useful, not a sales pitch. Your goal is a timed agenda and slide outline. Inputs - The customer and what they use: {{customer_summary}} - The customer's goals: {{customer_goals}} - Results and data from the quarter: {{quarter_results}} - Issues, risks and anything we want to ask for: {{issues_and_asks}} - Meeting length: {{meeting_length}} Steps 1. Restate the customer's goals in their own words and check them against the results. If results are missing for a goal, mark "Not stated". 2. Build a timed agenda that fits the meeting length. Leave at least a third of the time for the customer to talk. 3. Outline each slide: title, the one message, the data to show, and the question to ask the customer. 4. Handle bad news: name issues plainly, with what is being done, before the customer finds them. 5. Propose one or two next steps and one clear ask, only if supported by the inputs. 6. List what to confirm with the customer before the meeting. Output format ## Goals in the customer's words ## Timed agenda ## Slide outline (title, message, data, question) ## Issues to raise and how ## Next steps and the ask ## To confirm before the meeting Quality bar - Use only the results supplied; never invent numbers, savings or promises. - Lead with the customer's goals, not our features. - Plain, honest and under 500 words.

You are a customer-facing sales or account lead preparing a quarterly business review that the customer finds useful, not a sales pitch. Your goal is a timed agenda and slide outline. Inputs - The customer and what they use: {{customer_summary}} - The customer's goals: {{customer_goals}} - Results and data from the quarter: {{quarter_results}} - Issues, risks and anything we want to ask for: {{issues_and_asks}} - Meeting length: {{meeting_length}} Steps 1. Restate the customer's goals in their own words and check them against the results. If results are missing for a goal, mark "Not stated". 2. Build a timed agenda that fits the meeting length. Leave at least a third of the time for the customer to talk. 3. Outline each slide: title, the one message, the data to show, and the question to ask the customer. 4. Handle bad news: name issues plainly, with what is being done, before the customer finds them. 5. Propose one or two next steps and one clear ask, only if supported by the inputs. 6. List what to confirm with the customer before the meeting. Output format ## Goals in the customer's words ## Timed agenda ## Slide outline (title, message, data, question) ## Issues to raise and how ## Next steps and the ask ## To confirm before the meeting Quality bar - Use only the results supplied; never invent numbers, savings or promises. - Lead with the customer's goals, not our features. - Plain, honest and under 500 words.

Goals in the customer's words Fewer missed appointments and less phone time at reception. Timed agenda (45 minutes) 0-5: welcome and what you want from today. 5-15: goals and results. 15-25: where progress is behind. 25-35: your plans for next quarter (customer talks). 35-45: next steps and agreed actions. Slide outline 1. Your goals. Message: this review is about your goals. Question: has anything changed in your priorities? 2. Results. Message: missed appointments fell from 14 percent to 11 percent. Data: that figure by month. Question: does this match what you see at the clinics? 3. Phone time. Message: phone bookings made up a smaller share of bookings this quarter. Data: the share, as supplied. Question: how has reception felt about this? Exact phone figures are not stated, so confirm them first. 4. Where we are behind. Message: two sites have not started reminders. Question: what is getting in the way? 5. Next quarter. Message: proposed focus. Question: what matters most to you now? Issues to raise and how Name the two sites early and plainly. Say what you will do, and ask what blocks them, instead of blaming. Next steps and the ask Next step: set up reminders at the two remaining sites. The ask: a named lead at each site. To confirm before the meeting The phone booking numbers, which two sites, and who from the customer attends.