In this Show & Tell, Kimberly Yu, Strategic Customer Success Manager at BentoBox, shares how she transforms quarterly business reviews into collaborative strategy sessions. By jumping between slides, focusing on customer goals, and layering in tailored recommendations, Kimberly creates conversations that uncover insights, reinforce value, and spark new growth opportunities.

See how she approaches business reviews here:

Other Key Takeaways from Kimberly:

1. Reviews should be conversations, not presentations

Avoid walking through every slide in order. Jump around to focus on the topics that matter most to your customer. This transforms the review into an engaging dialogue rather than a one-way update.

2. Snapshots confirm, they shouldn’t surprise

Customers usually have access to individual metrics already. The value comes from pulling those numbers into a holistic portfolio view that helps them see the bigger picture.

3. Breaking down the numbers shows the real story

Drilling into traffic and engagement across different segments or locations highlights patterns, such as where performance is strong, where it’s lagging, and what trends are worth acting on.

4. Recommendations should feel organic

Expansion opportunities land best when framed as part of a growth conversation, not a sales pitch. Keep the focus on solving problems and reinforcing long-term success.

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