T11 Quarterly business review for retainer clients
Quarterly business review for retainer clients
What Juniper House delivered for Bellwether Health's integrated retainer this quarter, what it achieved and what we propose for Q4. Prepared for Amira Patel, Marketing Director, Bellwether Health. Figures cover Jul 1 to Sep 21, 2026 and are sample data for this template.
Sample template: the firm, people, clients and figures are fictional and shown for illustration only.
Where the September deliverables stand
| Workstream | Planned | Status on Sep 16 | Note |
|---|---|---|---|
| Education campaign | Ongoing | 412 qualified guide visits in August | |
| Clinic stories | 6 in August | 4 delivered, orthopedics moved to late September | |
| September review deliverables | 18 | 1 blocks the media launch; the launch date is protected | |
| Employer brand video | Separate change | Accepted Sep 1 with its own owner and due date |
Education campaign results
Amira put women's health education first, and the two women's health guides brought 212 of August's 412 qualified visits.
Wins and misses
- Qualified guide visits up 16%. 412 in August against 356 in July, led by the women's health guides.
- Kickoff unblocked in two days. At the Aug 12 readiness check 9 of 12 inputs were complete; once Amira named the clinical communications reviewer, the first 3 workstreams opened.
- Scope kept clean. The employer brand video series became a separately scheduled change, so current commitments stayed unchanged.
- Two clinic stories slipped. Orthopedics moved to the second half of September.
- Four deliverables at risk. Late approvals, an unavailable subject expert and 2 overdue landing page inputs; one article is deferred to protect the media launch.
- Webinar follow up. 27 registrants still have no confirmed owner after three monthly reviews.
Client satisfaction
Based on Amira Patel's response to the standard 5 point quarterly survey. Comment: "Good results on the guides. I want the webinar follow up solved before we plan anything bigger."
Proposed for Q4
| Initiative | Service line | Goal |
|---|---|---|
| Finish the orthopedics stories | Content | Close the two August slips before the next service line launch |
| Substitute expert review | Content | Check the substitute review after the first draft and reopen the risk if evidence is incomplete |
| Employer brand video series | Campaigns | First video reviewed against the accepted estimate |
| Webinar follow up discovery | Strategy | A scoped session first; decide afterwards whether a paid pilot is justified |
Webinar follow up sits outside the retainer
Sales process and CRM work are not part of the retainer. Amira approved a scoped discovery session first, and no value is estimated for any expansion. We need: the discovery output before anyone proposes a paid pilot.
Decisions for the Q4 planning conversation
How this review is produced
- Deliverables and status come from Juniper House's account plan table for the Bellwether account.
- Guide visits come from the campaign results table, reconciled monthly with Amira Patel's team.
- The satisfaction rating comes from a single quarterly stakeholder survey response, not an aggregate score.
- All figures, names and companies in this template are synthetic sample data.
How to use this template
Duplicate this page each quarter per retainer client. Fill every variable below; if a required value is missing, show Needs review rather than estimating.
| Variable | Meaning | Required |
|---|---|---|
{{client.name}} | Retainer client this review covers | Required |
{{period.quarter}} | Quarter and year covered | Required |
{{delivered.by_workstream}} | Deliverables and status by workstream | Required |
{{goal.progress}} | Results against the agreed quarterly goals | Required |
{{satisfaction.rating}} | Stakeholder survey rating and respondent | Optional |
{{proposal.next_quarter}} | Proposed initiatives for next quarter | Required |
{{decision.due_date}} | Date the planning decisions are needed | Required |
The live charts and milestones come from the Dashboards app for this client. Send this review at least one week before the planning meeting so decisions have time to be made.