What frequency is recommended for follow-up after delivering a business review?

The recommendation for follow-up after delivering a business review hinges on the idea of maintaining an ongoing relationship and ensuring that the client feels supported and engaged. The term "appropriate frequency" emphasizes that follow-up should be tailored to the specific needs and preferences of the client, as well as the complexity of the issues discussed in the business review.

This approach allows Customer Success Managers to assess any changes in the client's needs, address emerging challenges, and reinforce the strategies discussed during the review. Regular, tailored communication fosters a stronger partnership, encourages client feedback, and ensures that the solutions provided continue to align with the client's evolving priorities.

On the other hand, following up only once a year might result in missed opportunities for addressing issues before they escalate, while weekly follow-ups could be excessive for many clients, potentially leading to communication fatigue. Following up only when asked could create a perception of a reactive rather than proactive approach, which may not nurture the client relationship effectively. Hence, finding the right balance in follow-up frequency is critical to driving ongoing client satisfaction and success.