Business Review Deck Template

Turn the business review into the conversation your renewal depends on, built around their goals and their numbers.

Your customers make up their minds about renewal long before they tell you. The business review is your best chance to find out what they're thinking while there's still time to do something about it, and you can't waste it on twelve trainings and forty closed tickets. That tells them you were busy. Progress on their goals tells them it worked.

This deck runs the meeting the way it should go. You start with their business, show progress on the goals from their success plan in numbers their champion already confirmed, ask for what you need from the executive in the room, and then ask the question everyone avoids: if your renewal were today, would you renew? The slides come with speaker notes, and the guide gives you the prep timeline, timing for each part of the meeting and what to do in the 24 hours after.

What's included

• Business Review Deck template in PowerPoint, plus a make-a-copy link for Google Slides

• 15 slides with speaker notes: title, agenda, what we've heard, how's it going, where we are in the partnership, your goals, progress, the value so far, our work together, usage, recommendations, what we need from you, sentiment, next steps and close

• A step-by-step PDF guide with a slide-by-slide breakdown, a three-week prep timeline, a 60-minute run of show and the mistakes to avoid

• A Steal This readiness check so you know the deck is ready before the pre-read goes out

Who it's for

CSMs, account managers and CS leaders who run quarterly or executive business reviews and want them to matter at renewal time.

How it works

Digital download. Your files are ready right after checkout. Open the PowerPoint file, or use the link included with your download to make your own copy in Google Slides. No physical item will be shipped.

Bundle and save

This template is part of the Expansion and Value Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.