Quarterly business review for retainer clients
Show a retainer client what the quarter delivered, how it tracked against goals and what the agency proposes for next quarter.
- Industry
- Agencies
- Team
- Client services
- Use case
- Project management
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 3 embedded blocks (c-deliverables, c-guides-aug, progress-milestones) · Requires sign-in
Overview
What this template supports
A client-facing quarterly business review for a full-service agency retainer. It shows deliverable status by workstream, campaign results and planned milestones with blocks from the Dashboards app, then covers wins and misses, a stakeholder satisfaction rating, proposed initiatives for next quarter and the decisions needed for planning. It explains where each figure comes from and labels the satisfaction rating as a single survey response.
- Quarter stats row
- Workstream status table
- Deliverables, results and milestone blocks from the Dashboards app
- Wins and misses tabs
- Stakeholder satisfaction rating with its source
- Next-quarter proposal table
- Planning decision checklist
How to use this template
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Fill the quarter
Update the workstream table and stats from the account plan and results; write Needs review for anything missing.
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Report against goals
Show progress against the goals agreed for the quarter, using the same definitions each time.
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Send it before planning
Share the review at least a week before the planning meeting so decisions can be made.
Frequently asked questions
What does Quarterly business review for retainer clients help me do?
Show a retainer client what the quarter delivered, how it tracked against goals and what the agency proposes for next quarter.
What is included in this template?
It includes Quarter stats row, Workstream status table, Deliverables, results and milestone blocks from the Dashboards app and Wins and misses tabs.
Who is this template designed for?
It is designed for Client services teams working in Agencies.
What should I review before using this template?
Update the workstream table and stats from the account plan and results; write Needs review for anything missing. Show progress against the goals agreed for the quarter, using the same definitions each time.
Where does the satisfaction rating come from?
From a single quarterly stakeholder survey response, labelled as such on the page.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.