Overview
To ensure a strong and successful partnership, Firstbase conducts periodic Executive Business Reviews (EBRs) as part of your regular meeting cadence. These sessions, led by your Customer Success Manager (CSM) and Account Executive (AE), provide a structured opportunity to evaluate performance, gather feedback, and align on future goals.
What to Expect from Business Reviews
1. Partnership Assessment & Feedback
- A review of the overall partnership to ensure Firstbase continues to meet your evolving needs.
- An opportunity to share valuable feedback on what’s working well and where improvements can be made.
2. Key Metrics Review
- Analysis of service usage, operational performance, and efficiency based on real data.
- Insights into trends that may impact decision-making and future planning.
3. Addressing Concerns & Challenges
- Discussion of any ongoing issues or areas of improvement to enhance service experience.
- Proactive resolution planning to mitigate potential disruptions.
4. Product & Service Updates
- Updates on new platform features, service enhancements, and process improvements.
- Ensuring senior stakeholders stay informed about the latest developments that impact your business.
5. Identifying Growth & Expansion Opportunities
- Evaluating areas where Firstbase can further support your business needs.
- Exploring new equipment supply options, operational efficiencies, and global expansion opportunities.
How Often Are Business Reviews Conducted?
The frequency of Executive Business Reviews (EBRs) is determined based on your specific needs and engagement level. Typically, we recommend conducting EBRs quarterly or bi-annually to ensure alignment and continued success.
Need Further Assistance?
For more details on scheduling your next Executive Business Review (EBR) or to discuss adjustments to the cadence, reach out to your Customer Success Manager (CSM). We’re here to support your growth and success!