Introduction to the Manage Business Reviews SuccessBLOC
Business Reviews are a great way to engage customers and continuously build long-lasting relationships. They ensure alignment and create a shared perspective with customers as to their outcomes and goals. Not sure where to start? Our Manage Business Review SuccessBLOC has you covered. Ensure business reviews are conducted on time, are delivering value and that “at risk” customers are being addressed.

goals & kpis
Ensure On-Time Business Reviews
- Number of Overdue Business Reviews
- Multidimensional Health Overview
- Health Breakdown
- Overdue Business Reviews by CSM
- Overdue Business Reviews by Tier
Deliver Consistent and Valuable Business Reviews
- Customers Missing SuccessPlans
- Health of Customers (Upcoming Business Reviews)
- # of BRs In The Next 30 Days
- Business Reviews Delivered (Last 90 Days)
- Customers Missing Plan Summary
- Key Contacts Involved in Business Reviews
Engage At-Risk Customers
- Value of Customers Overdue for a Business Review
- Overdue Business Reviews (Risk Breakdown)
- Accounts in Poor Health

Resources
- https://blog.com/best-practices-to-ensure-a-successful-quarterly-business-review/?s=business+review
- Blank Business Review Template.pptx
- https://www.buzzsprout.com/1226681/10168199
- https://www.youtube.com/watch?v=1w2U-6bXhBw
- Creating Automated Business Reports.pdf
- Business Review Totango Template.pptx