The TC Exchange Podcast Episode 35: Mastering Business Reviews: Step-by-Step Strategies and Essential KPIs for Transaction Coordinators
Episode 35 Show Notes: Mastering Business Reviews - Step-by-Step Strategies and Essential KPIs for Transaction Coordinators
Hello, and welcome back to the TC Exchange Podcast. I am really excited for this episode because today (the date of this recording is July 1st, 2024) marks the halfway point of 2024.This is a prime opportunity to pause and do our business reviews. Now, you might do quarterly or even monthly reviews, but the important thing is you do them! Business reviews are incredibly important when it comes to determining the most efficient processes and systems in place to measuring the performance of your business. So let’s dive into everything you need to know to master business reviews!
Today, we will be chatting about:
(2:44) Why business reviews matter
(3:58) Evaluating your company performance and celebrating successes
(5:37) Preventing small issues from becoming major problems
(6:11) Preparing for a business review and necessary materials
(10:58) Having a clear mindset
(12:02) The step-by-step process
(14:43) Analyzing your client feedback
(16:17) Looking at your operational efficiency
(19:46) Evaluating your marketing campaign effectiveness
(21:19) The performance level of you and your team
(22:25) Identifying and setting your relevant key performance indicators
(25:14) SMART goals and creating an action plan
(29:06) Tools and resources you need for your business review
Links mentioned in this episode:
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