In this Show & Tell, Casey Allison, Senior Customer Success Manager at Glassdoor, shares how her team runs business reviews that show real ROI and deepen customer relationships. Her approach blends data, personalization, and clear action items, making each review feel more like a strategy session than a check-in.

See her approach to business reviews here:

Key Takeaways from Casey:

1. Put ROI front and center

Use data that clearly connects your product to outcomes. In every review, Casey makes sure customers walk away with a strong understanding of the value they’re getting and where they can get more.

2. Tailor the review experience

A personalized agenda and thoughtful intro show that the meeting was built for them. It sets the tone and helps customers feel heard, not pitched.

3. Don’t skip the midpoint

Kickoffs and renewals usually get the spotlight, but Casey emphasized the value of midpoint check-ins. It’s when customers are seeing results and are often open to conversations about expanding use.

4. Prep with purpose

Before the review, Casey uses prep calls to learn what matters most to each customer. That insight helps her choose the right data and frame it around their goals and pain points.

5. Avoid the data dump

Every number needs a reason to be in the deck. Instead of overwhelming customers, Casey selects data that’s relevant to their journey and ties back to what they’ve invested in.

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