1.
Quarterly / Executive
Business Review
Template

2.
Quarterly / Executive Business Review Purpose
Set/Review
Our Goals
Gainsight
Success
You
Gainsight
Services
Create Specific
Action Plan
Measure and
Drive Results
Define
Measurement
Quarterly process
designed to maximize
the return on your
investment

3.
Delivery & ROI
Delivered to Date
• XYZ
• XYZ
• XYZ
ROI
• XYZ
• XYZ
• XYZ

4.
What’s Remaining in SOW
• Data
• XYZ
• Functionality
• XYZ
• Other Capabilities
• XYZ

5.
Goals
Goal/Impact Tactics Outputs Outcomes Measurement
Long term Short term

6.
Recommendations
• Q3’14
• XYZ
• Q4’14
• XYZ

7.
Summary & Next Steps
• Send meeting summary and slides and
goals
• Schedule next Exec Business Review

8.
Your Success Solution
Product A Product B Product C
Get all Product A services PLUS Get all Product B services PLUS
Designated CSM Semi-annual Customer Success
Quarterly Success Review
Benchmarking
CUSTOMER
SUCCESS
ONBOARDING
Annual Customer Success
Assessment Workshop
Configure
Home Dashboards
Alerts
Load Historical Adoption
Admin & End-user Training
Concierge for 1st Survey
Concierge for 1st Exec Meeting
Sales View
Set Up
Workflow & Playbooks
Events & Milestones
Scoped with Services
Additional Admin Training
Ongoing Adoption
Configure
Support View
Health Scorecards

9.
Product Roadmap
• Placeholder for your roadmap slides