Client/Customer Check-in

Relationship Health Check (5 minutes) [Account Manager]
How are things going overall? Any concerns or feedback?

Project Status Update (10 minutes) [Project Lead]
Progress on current initiatives, upcoming deliverables, and timeline.

Success Metrics Review (8 minutes) [Account Manager]
Review agreed-upon KPIs and discuss performance trends.

Future Opportunities (5 minutes) [Account Manager]
Explore additional needs, upcoming projects, or expansion possibilities.

Action Items & Follow-up (2 minutes) [Account Manager]
Confirm next steps and schedule follow-up touchpoints.