success-business-review

Use when a customer is in the post-sales customer-success phase and the rep+CS need to run a recurring business review / value review meeting (QBR/EBR) with the customer's decision-makers — align goals & baseline pre-meeting, score progress evidence red/yellow/green in-meeting, set next-quarter joint plan, and plant renewal/expansion/referral triggers post-meeting. Triggers: '业务回顾', '复盘', 'QBR', 'EBR', '季度回顾', '价值回顾', '续约前复盘', '客户回顾会', 'quarterly business review', 'executive business review', 'value review'. Do NOT use for one-time first-value proof, single sales-call debrief, internal project