The Quarterly Commercial Account Review

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Run one account through seven steps in 45 minutes, and book the next review on both calendars before anyone leaves.

The working agenda for The Commercial Account Review: How to Keep and Grow the Accounts You Win. The guide makes the case for running these. This is the page you fill in during the meeting.

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How to use this page. Print a copy and write the account and the quarter on it. One page per account per quarter. Fill the prep block before you go in, because walking into a review without your own numbers is how it turns into coffee. Fill the rest in the room, in their words, not yours.

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The account

Account name:
Decision maker we are sitting with, name and title:
Anyone else in the room:
Quarter under review:
Review date, time, and location:
Who runs this review internally:
Date of the previous review:
Agreement in force, and its expiry or renewal date:

Before you go in

Twenty minutes of prep. Pull it from your own system, not from memory.

What we delivered

Date	Building or site	What happened	Hours from call to on site	Invoiced	Days to pay



Totals	Sites touched:	Jobs:	Median hours:	Total:	Median days:

Response time we promised in the agreement: