Reviews

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Added October 10, 2026

These resources help you plan, prepare for, and conduct effective client reviews.

Resources

TA-100-G
Guide
Technology Business Review Guide
The Technology Business Review is when the Account Manager holds a meeting with the C-level decisionmaker or the primary contact of an account on a schedule identified by the Account Manager and the client based on availability and need.
Recommended first step
Start with the guide
TA-110-T
Template
Client Crib Sheet Template
A Client Crib Sheet is a short document with a high-level overview of the client.
Use the template
TA-115-T
Template
Client TBR Tiered Matrix Template
This template helps organize clients into review tiers based on factors such as service level, business needs, and account priorities.
Use the template
TA-120-T
Template
TBR Agenda Template
The TBR Agenda Template provides a structured outline for planning and organizing client review meetings.
Use the template
TA-125-G
Guide
TBR Prep Document Guide
The purpose of the Technology Business Review is to strengthen client relationships by focusing on the broader strategic objectives of their business and determining how technology can support those goals
Recommended first step
Start with the guide
TA-125-T
Template
Client-Facing TBR Agenda Template
The Client-Facing TBR Agenda Template provides a professional, client-ready outline for review meetings.
Use the template
TA-126-S
Sample
TBR Client Invite Email Sample
The TBR Client Invite Email Sample provides a ready-to-use email for inviting clients to an upcoming review meeting.
View the sample