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Update ta cadence for MBRs
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Adding more details on the MBR process
Specify how to select 3 accounts for review
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davidmedina-contact authored Mar 11, 2024
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#### MBRs (Monthly Business Reviews)

- Happen on the second week of every month. 30 minute sessions.
- Happen on the second week of every month.
- 30-minute sessions.
- Attendees: TA, TA Director and TS VP.
- Goal: monthly checkpoint to review the "Top 3" accounts for a TA based on the [Account Success Planning](../team-culture/processes.md#success-plans)
- "Top 3" account criteria: Top ARR spend, renewing in the CFQ (Current Fiscal Quarter), accounts with expansion opportunities.
- Goal: monthly checkpoint to review 3 accounts for a TA based on the [Account Success Planning](../team-culture/processes.md#success-plans)
- 3 account selection criteria:
- Top ARR spend
- Renewing in the CFQ (Current Fiscal Quarter)
- Accounts with expansion opportunities.
- Agenda:
1. (5 mins) [Customer Health Metrics Review](https://sourcegraph.vitally.io/hubs/c6b472f7-01b4-45ce-b95b-749b9a4d1f24/7fa20112-4023-47a2-8a44-50d1179b0d03)
2. (15 minutes) Top 3 accounts review; 5 minutes per account.
3. (5 minutes) Asks for the business: TA asks for help to remove blockers and expedite execution of the Account Success Plan goals.
3. (5 minutes) Remove blockers mentioned in ASPs: TA asks for help to remove blockers and expedite the execution of the Account Success Plan goals.

### External

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