What is a Quarterly Success Review?

A Quarterly Success Review is a structured conversation that serves to evaluate and outline the key initiatives established in the success plan between a customer and their Cisco Customer Success Manager. This review typically focuses on measuring progress against the goals set in the success plan, discussing achievements, and identifying any adjustments that might be necessary for future success.

By reviewing these key initiatives, the Customer Success Manager can ensure alignment with the customer's objectives and expectations, allowing both parties to engage in meaningful dialogue about the customer's journey and overall satisfaction with the services provided. This regular cadence allows for the reinforcement of commitments and accountability, as well as the opportunity to explore new opportunities for growth or adjustments to the existing plan.

This choice also highlights the importance of communication in maintaining a strong customer relationship, which is crucial for long-term business success. The success review not only serves as a performance measurement tool but also as a strategic discussion platform to refine future actions based on the current context of the partnership.