Executive Business Review (EBR)

An Executive Business Review (EBR) meeting is a strategic, customer-focused gathering where you review business performance, strategy, and customer feedback with your key accounts. This is an opportunity to strengthen your business relationship, demonstrate your value, and align on future plans. This Meeting Template ensures you are well-prepared to present performance data, discuss customer expectations, and plan for future quarters. Providing clarity, creating account strategy alignment, and generally delivering a more impressive, comprehensive review for your clients. 📈 💼

Executive Business Review (EBR) Template

Meeting Prep Checklist

• Gather all relevant customer data including past performance reports and customer feedback
• Review the goals and objectives set for the customer in the previous quarter
• Prepare a list of key metrics and KPIs to be discussed in the meeting
• Seek input from team members who have interacted with the customer regularly
• Organize a pre-meeting with internal stakeholders to discuss agenda points
• Create a PPT or document to share with the customer, outlining the discussion points

Meeting Agenda Template

• Welcome and introductions
• Review of overall business relationship
• Recap of past quarter's achievements and challenges
• Overview of strategic initiatives and their progress
• Presentation of key performance indicators (KPIs)
• Discussion on customer's feedback and expectations
• Strategies for next quarter
• Review of upcoming opportunities and threats
• Plan for next steps and wrap up session

Meeting Notes Template

• Meeting attendees and roles
• Recap of the previous quarter's goals and achievements
• Detailed notes on KPIs, metrics presented and their interpretations
• Customer's feedback, comments, expectations, and concerns
• Agreements, disagreements, and action items from strategic planning
• Next quarter's strategic plans, agreed new targets and objectives
• Action items planned and who is responsible for them

Meeting Follow-up Checklist

• Update the CRM with meeting notes, call recording/transcript, and meeting outcomes
• Update the deal/opportunity/account records with any changes resulted from the meeting
• Add any new primary or secondary contacts met during the meeting into your CRM
• Send a professional, detailed follow-up email to the customer recapping the meeting and outlining future steps
• Share a meeting summary and next steps with internal stakeholders, coordinate needed actions

Maximize Your Meeting Success

Instantly use this template in Meetingflow:

• Connect your calendar to collaborative meeting plans
• Automatically update your CRM
• Take and manage collaborative notes
• Get AI customer follow-up emails and AI summaries
• Learn more about better meetings with Meetingflow