• Skip to primary navigation
  • Skip to main content
  • Skip to primary sidebar
  • Skip to footer
  • Weekly Sales Tip
  • |
  • 303-741-6636
KLA Group

KLA Group

IT Sales and Marketing Agency

Menu
  • SERVICES
      • Digital Marketing
      • Custom Website Design
      • SEO Services
      • Email Marketing
      • Content Development
      • Marketing Coaching
      • Software Development
      • Our Process
      • What is a Revenue Generation System?
      • Digital Marketing Services
      • Sales Training & Coaching Programs
      • HubSpot Implementation
      • HubSpot Implementation for Revenue Growth
      • HubSpot Monthly Support
      • Sales Training Programs
      • How to Cold Call
      • Consultative Selling
      • Email Prospecting
      • How to Ask for Referrals
      • Lead Generation Training
      • Sales Coaching
      • Sales Productivity
      • Sales Hiring Coaching
      • Outsourced Sales Management
      • Sales Assessment
      • Contact Us
  • WHO WE SERVE
    • IT Managed Service Providers
    • IT Solution Providers
    • ConnectWise Evolve
    • Sales Consultants
    • B2B Companies
    • Professional Services Firms
    • Phone System Providers
    • Manufacturing & Distribution
  • ABOUT KLA
    • Who We Are
    • What is a Revenue Generation System?
    • About Kendra Lee
    • Hire Kendra Lee to Speak
    • Meet the Team
  • BLOG
  • RESOURCES
    • Books by Kendra Lee
      • The Sales Magnet
      • Selling Against the Goal
    • Ebooks & Guides
    • Events
    • Weekly Sales Tip
    • Revenue Generating Trends Newsletter
    • Coffee with Kendra
    • Case Studies
  • Contact us

Questions with Kendra: Quarterly Review Questions For Client (strategy #8)

Last updated December 6, 2023 Categories: B2B Lead Generation & Marketing

By Kendra Lee

Kendra-Lee[1]Q: We are planning our sales and marketing activities for 2015.  I was on the Coffee with Kendra earlier in the month and I really liked the 15 strategies that you laid out.

I wanted to see if you had any particular questions that you ask during the Client Quarterly Reviews (strategy #8).

Response: Quarterly Reviews are one of my favorites. They are an excellent opportunity to check in on clients’ progress with your team, as well as uncover new work. Here’s how to approach it.

– Make a list of what you want to know from a client when you meet with them.

– Cross off things that feel too salesy. You want this meeting to be more like a consulting meeting than a sales call, but still provide you some solid sales specific data.

Things to consider:

– What projects or recommendations did you propose to the client but they haven’t done as yet? Check in on the status.

– How the current project is progressing. Where else do they need assistance with it? What else should they being with it to maximize results?

– What new activities are coming up? New initiatives?

Continue the conversation in the comments below!

Read More Related Articles

B2B Lead Generation & Marketing Getting Social with Social Networks
Lead Generation Strategies
B2B Lead Generation & Marketing, Sales Strategy Checklist: How to Build a Lead Generation Machine
B2B-LG-Critical
B2B Lead Generation & Marketing Your 7-Step Framework for Lead Generation Strategies

Primary Sidebar

Footer

Office

  • KLA Group
  • 7779 S Glencoe Way
  • Centennial, CO 80122

Services

  • Digital Marketing Services
  • Sales Training
  • Sales Process
  • Hire Kendra to Speak
footer-logo

Resources

  • Blog
  • Coffee with Kendra
  • Events
  • Ebooks & Guides
  • Newsletter
  • Weekly Sales Tip
  • Books by KLA
  • Sitemap

About KLA

  • About Us
  • Who We Serve
  • Revenue Generating System

Service Areas

  • Commerce City, Colorado
  • Englewood, Colorado
  • Lakewood, Colorado
  • Wheat Ridge, Colorado

Contact Us

Call +1 888-305-0471Contact Us

Join Us

Subscribe OptionsCoffee With Kendra
  • Privacy Policy

© 2025 KLA Group. All Right Reserved.

  • 5 Lead Generation Strategies To Use While Your SEO Services Build Long-Term Results 
  • How To Avoid the $25K Website Mistake That Kills Conversions 
  • 3 Sales Prospecting Tasks Wasting Hours Every Week (And How to Automate Them Fast)
  • 5 HubSpot Setup Mistakes That Stall Sales (And How to Fix Them) 
  • 5 Critical Steps To Turn HubSpot CRM Into a Revenue Engine 

test

Subscribe to Our Blog

Get the latest sales and marketing articles from KLA Group delivered directly to your inbox. 

Name(Required)
This field is hidden when viewing the form
Untitled(Required)
This field is for validation purposes and should be left unchanged.

Talk with an Expert

Name(Required)
This field is for validation purposes and should be left unchanged.

Syllabus - Lead Generation

Name
This field is for validation purposes and should be left unchanged.

Coaching - Sales

Name
This field is for validation purposes and should be left unchanged.

Syllabus - How to Ask for Referrals

Name
This field is for validation purposes and should be left unchanged.

Syllabus - Email Prospecting

Name
This field is for validation purposes and should be left unchanged.

Syllabus - Consultative Selling

Name
This field is for validation purposes and should be left unchanged.

Syllabus - How to Cold Call

Name
This field is for validation purposes and should be left unchanged.
SUBSCRIBE TO OUR BLOG