Client Review Meeting for Hospitality & Tourism
Prepares, conducts, and follows up on periodic business review meetings with guests to assess performance and plan ahead.
Includes food safety compliance (HACCP), RSA requirements, liquor licensing documentation, and tourism accreditation record keeping.
Workflow Stages
Data Collection and Preparation
Gather performance metrics, event status updates, and relevant insights for the review presentation.
Inputs
- Performance dashboards
- Event status reports
- Guest satisfaction survey results
Outputs
- Review presentation draft
- Key metrics summary
- Discussion topics list
Internal Pre-Meeting
Align internal stakeholders on the review agenda, potential concerns, and strategic recommendations.
Inputs
- Review presentation draft
- Open issue list
- Growth opportunity notes
Outputs
- Finalized presentation
- Team role assignments for the meeting
- Prepared responses to anticipated questions
Guest Review Meeting
Conduct the review meeting with the guest, covering performance, roadmap, and mutual action items.
Inputs
- Finalized presentation
- Meeting agenda
- Video conferencing or meeting room setup
Outputs
- Meeting notes
- Guest feedback captured
- Action items agreed by both parties
Decision Points
- • Are there concerns requiring immediate escalation?
- • Does the guest want to adjust scope or priorities?
Follow-Up and Action Item Tracking
Distribute meeting notes, assign action items to owners, and set deadlines.
Inputs
- Meeting notes
- Action item list
- Team contact details
Outputs
- Meeting summary sent to guest
- Action items assigned with deadlines
- Next review date confirmed
Frequently Asked Questions
How often are guest review meetings held?
Standard accounts receive quarterly reviews, while strategic or high-value accounts are reviewed monthly.
Who attends the review meeting from the guest side?
The primary guest stakeholder and any additional decision-makers they choose to include. The agenda is shared in advance so attendees can prepare.
What happens to action items from the review?
Action items are tracked in the event management system and reviewed at the next meeting. Urgent items are addressed immediately with interim updates provided.
Ready to implement this workflow in your business?
Our team can implement this workflow into your business operations with custom tools and training.