Why Key Accounts Deserve a Structured Review
Your largest wholesale accounts drive a large share of revenue, yet many relationships are managed through ad hoc conversations. A quarterly business review gives both sides a regular chance to look at performance, resolve friction, and plan ahead, building on the weekly pipeline review and onboarding content discussed elsewhere in this publication.
What to Cover
Performance. Orders, fill rates, delivery timing, and quality results over the quarter.
Documentation and compliance. Any questions, document requests, or changes the customer needs to know about.
Forecast and planning. Expected demand, upcoming launches, and December 11 contingencies.
Issues and improvements. Problems that occurred, root causes, and agreed fixes.
Make the Meeting Useful
- Send a short agenda and data summary in advance
- Keep the meeting to an hour and end with owners and dates
- Bring someone from operations or quality, not only sales
- Follow up in writing within two days
Use It to Grow
Reviews often surface expansion opportunities, such as new products, additional locations, or longer commitments, and give you early warning of accounts at risk.
Low Gravity Hemp runs structured reviews with key accounts. Contact us to see how we do it.