All flows

E13 What our meetings with you look like

Every meeting is built from the flows in this playbook, so you always know what will be covered and what decision is needed from you.

Discovery call (60 min)

  1. How we work — A1, A8 (10 min)
  2. Structured discovery — A4 (25 min)
  3. What we need from you — A5 (10 min)
  4. What happens next — A6, A10 (10 min)
  5. Your questions; we confirm the primary objective together — A7 (5 min)

Audit read-out (45 min)

  1. Scorecard and lowest-scoring levers — A6, A2
  2. PPC audit findings and savings estimate — B12
  3. Listing / creative findings — B1, B6
  4. Proposed 90-day roadmap and KPI bands — A10, C9, E12
  5. The approvals we need from you to start

Monthly strategy review (45 min)

  1. Report walk-through — B20 (what changed, why, what it did)
  2. Objective check — the Part C strategy in play, stage and KPI band
  3. Open symptoms — relevant Part D pages
  4. Next month: scaling decisions (E2, E5) and tests (B10, E9)
  5. Budget and inventory confirmation

Quarterly business review (60 min)

  1. Quarter-on-quarter results; profit per ASIN — B20, C8
  2. Lifecycle stage per ASIN and band re-set — C9
  3. Expansion: catalog, marketplace, brand — C12, C11, C5
  4. Seasonal calendar and inventory plan — E4, E5
  5. Objective for next quarter — A7
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