It’s always worth setting aside time for regular account reviews with your clients, to ensure they’re happy and so you can promptly deal with any concerns that may arise. Here’s an outline of what to consider when setting up an account review.

This process features on our list of 25 processes every business needs.

1Arrange meeting with client

Due: 0 days after task is started

Importance: Essential

2Invite colleagues

Due: 1 day after task is started

Importance: Optional

3Set agenda

Due: 3 days after task is started

Importance: Essential

3.1Share agenda with client & colleagues

Due: 3 days after task is started

Importance: Essential

4Prepare data

Due: 5 days after task is started

Importance: Essential

5Prepare presentation

Due: 7 days after task is started

Importance: Essential

6Attend meeting

Importance: Essential

6.1Discuss what's going well / not well

Importance: Essential

6.2Run through presentation

Importance: Essential

6.3Record actions

Importance: Essential

Actions: *
*Required to complete step

7Send summary emails with actions

Importance: Essential

8Complete actions

Importance: Essential

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