Enterprise Software Company Executive Business Review (EBR)

Meeting Prep Checklist

Review and update customer's record in the CRM
Analyze last quarter's objectives, achievements, and performance metrics
Identify key success stories and challenges from the last quarter
Understand customer's current strategic objectives and future plans
Brainstorm on how our solutions can better support customer's strategy
Define the objectives and Key Results for the next quarter
Prepare relevant presentation materials

Meeting Agenda Template

• Welcome and introductions
• Review of last quarter's objectives and achievements
• Presentation of KPIs and other relevant performance metrics
• Special highlights and success stories from the last quarter
• Discussion and identification of any challenges and obstacles faced
• Review of customer's current strategic objectives
• Discussion on how our solutions can further support customer's strategy
• Setting of objectives and Key Results for the next quarter
• Closing remarks and next steps

Meeting Notes Template

• Meeting details e.g. date, time, attendee names & roles
• Summary of last quarter's objectives and achievements
• Noteworthy KPIs and performance metrics
• Key success stories and challenges
• Customer's current strategic objectives
• Proposed solutions for supporting customer's strategy
• Objectives and Key Results for the next quarter
• Any feedback or next steps discussed

Meeting Follow-up Checklist

Log meeting notes, recording/transcript, and outcomes in the CRM
Update customer's contacts and opportunities
Send a follow-up email to the customer summarizing the meeting and next steps
Share meeting summary with colleagues and management, if required
Update your calendar with the next planned interaction