Third-party Logistics Company (3PL) Quarterly Business Review (QBR)

Meeting Prep Checklist

Gather data on the last quarter's KPIs and SLAs
Obtain updates on any operational issues or changes in the business
Conduct research on market trends and any regulatory changes
Prepare proposals for improvements or optimizations
Collect and review customer feedback and any concerns
Set draft objectives and goals for the next quarter
Prepare to address potential client questions and discussion points

Meeting Agenda Template

• Review the last quarter's KPIs and SLAs
• Discuss any operational issues or challenges
• Share any significant changes in business or market trends
• Update on any regulatory changes or compliance issues
• Present proposals for improvements or optimizations
• Discuss customer feedback and any concerns
• Review upcoming objectives and set goals for the next quarter
• Time for client questions and discussion points

Meeting Notes Template

• Record the key points discussed on each agenda
• Note any operational issues and proposed solutions
• Document insights on market trends and regulatory changes
• Log proposed improvements, stakeholders' opinions, and decisions made
• Record customer feedback and concerns raised
• Note the agreed objectives and goals for the next quarter
• Chronicle client questions and the responses provided

Meeting Follow-up Checklist

Enter meeting notes, recording/transcript, and outcomes in the CRM
Update contacts and opportunities based on the meeting
Send a follow-up email summarizing the main points covered
Share a meeting summary with colleagues and relevant departments
Develop an action plan based on the objectives and goals set for the next quarter