Which of the following is NOT part of the business review agenda template?

Prepare for the Customer Success Manager Level 1 Certification Test. Utilize flashcards and multiple choice questions, each equipped with hints and explanations. Gear up for your exam!

The agenda for a typical business review is structured to focus on the fundamental aspects of the customer relationship and business performance. Fundamental points usually include restating objectives to align on goals, reviewing past actions to assess what has been achieved and what needs improvement, and sharing the product roadmap to inform customers about upcoming features and enhancements relevant to their needs.

Discussing new marketing strategies, however, is generally not considered a core part of the business review agenda. This part may be relevant in a broader strategic meeting but does not address the direct concerns or needs of the client in the context of reviewing performance and future initiatives that impact customer success specifically. Such discussions about marketing might detract from the primary focus areas that are crucial for ensuring client engagement and satisfaction.

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