Business Review Recap + Next Steps



      Hi [Client First Name],

      Thanks for a productive session today. Wanted to send a quick recap with the deck link and flag a few follow-up items before we close the loop.

      
      
        📊
        
          Business Review Deck
          [Paste deck share link here — Google Slides, Pitch, etc.]
        
      

      
      
        What We Covered · From Fireflies / Granola
        4–6 bullets summarizing the key discussion points, decisions, and insights from the review. Show you were listening.
        Performance highlight: [e.g., Email open rate up 18% MoM — subject line testing is working]
        Key decision: [e.g., Agreed to pause Meta and shift budget to LinkedIn for Q2]
        Strategic shift: [e.g., Moving ICP focus to mid-market — enterprise cycles are too long right now]
        Open question: [e.g., Need to confirm attribution model before we finalize pipeline numbers]
        [Add additional highlights]
      

      
      
        Follow-Up Items
        List any action items or open questions from the meeting — include owner and target date where possible.
        
          [Action item 1] — Owner: [Name] · Due: [Date]
        
        
          [Action item 2] — Owner: [Name] · Due: [Date]
        
        
          [Add more as needed]
        
      

      
      One more thing — a few platform access gaps are still slowing us down. We want to make sure we're working with the full picture heading into the next sprint.

      
        Lingering Access Gaps
        Only include platforms that are still missing. Remove this section if all access is fully granted.
        
          
            
              Platform
              Why It Matters
              Status
            
          
          
            
              [e.g., Google Analytics 4]
              [e.g., Can't close the attribution loop without traffic data]
              Pending
            
            
              [e.g., Meta Ads Manager]
              [e.g., Need to audit creative performance before scaling spend]
              Need Invite
            
            
              [Add platform]
              [Why it's blocking progress]
              Pending
            
          
        
      

      [CMO PM First Name] will follow up with specific invite steps. If you can action these this week, it'll make a real difference in what we can deliver in [next sprint name/timeframe].

      
      
        What's Coming Next
        [Next deliverable or sprint goal, e.g., "Week 4 sprint plan — focused on email automation buildout"]
        Next review: [date + format]
        [Any other forward-looking notes]
      

      Thanks again — excited about the direction we're heading.

      
        [CMO First Name]

        Fractional CMO · MarketerHire

Platform	Why It Matters	Status
[e.g., Google Analytics 4]	[e.g., Can't close the attribution loop without traffic data]	Pending
[e.g., Meta Ads Manager]	[e.g., Need to audit creative performance before scaling spend]	Need Invite
[Add platform]	[Why it's blocking progress]	Pending