Client Review Meeting for Trades & Construction
Prepares, conducts, and follows up on periodic business review meetings with customers to assess performance and plan ahead.
Compliant with Safe Work Australia requirements, state WHS legislation, and Building Code of Australia (NCC) documentation standards.
Workflow Stages
Data Collection and Preparation
Gather performance metrics, job status updates, and relevant insights for the review presentation.
Inputs
- Performance dashboards
- Job status reports
- Customer satisfaction survey results
Outputs
- Review presentation draft
- Key metrics summary
- Discussion topics list
Internal Pre-Site 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 site meeting
- Prepared responses to anticipated questions
Customer Review Site meeting
Conduct the review site meeting with the customer, covering performance, roadmap, and mutual action items.
Inputs
- Finalized presentation
- Site meeting agenda
- Video conferencing or site meeting room setup
Outputs
- Site meeting notes
- Customer feedback captured
- Action items agreed by both parties
Decision Points
- • Are there concerns requiring immediate escalation?
- • Does the customer want to adjust scope or priorities?
Follow-Up and Action Item Tracking
Distribute site meeting notes, assign action items to owners, and set deadlines.
Inputs
- Site meeting notes
- Action item list
- Team contact details
Outputs
- Site meeting summary sent to customer
- Action items assigned with deadlines
- Next review date confirmed
Frequently Asked Questions
How often are customer review meetings held?
Standard accounts receive quarterly reviews, while strategic or high-value accounts are reviewed monthly.
Who attends the review site meeting from the customer side?
The primary customer 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 job management system and reviewed at the next site 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.