What components are typically included in a Quarterly Success Review?

The inclusion of prior quarter goals and the confirmation of next quarter goals in a Quarterly Success Review is crucial to evaluate progress and effectiveness. This component allows the Customer Success Manager to assess whether the objectives set in the previous quarter were met, providing insights into the customer's journey and overall satisfaction.

Discussing the goals helps in identifying areas of strength and opportunities for improvement, facilitating a constructive dialogue with the customer. It also sets clear expectations moving forward by confirming what the goals will be for the next quarter. This way, both the Customer Success team and the customer are aligned on objectives and can collaboratively strategize for future success.

In contrast, other components such as future product releases, marketing strategies, customer churn rates, and sales forecasts, while important in their own right, do not focus directly on the customer relationship and specific outcomes related to their success in the same manner that goal review does. They might be part of a broader business strategy but do not form the core focus of a Quarterly Success Review aimed at aligning goals and outcomes with a customer's expectations and needs.