5 Steps to a Flawless Business Review

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Whether you have your client review sessions every month, quarter, or longer time frame, the fundamentals are always the same. You need data to back up your assertions, and the right people in the room to witness the success of the past quarter. Include stakeholders, execs, and the daily managers, who all have a role to play in the success of the account. Have visuals that illustrate the past meeting’s goals, and charts to back up how you’ve met them. Plan for the next session, and choose achievable metrics that will present your business at its best.