Planning a successful strategic business review.

Customer Experience Centre of Excellence

05-22-2025

Two women sitting in an office. One woman holding a tablet speaking to the other. Overlaid with a checklist with steps to complete a business review.

A strategic business review (SBR) is more than just a routine meeting — it’s a high-impact opportunity to align your business goals with Adobe’s innovation. Whether you’re focused on exploring new strategies, boosting performance or driving long-term success, your SBR sets the foundation for driving business value and ROI with Adobe.

What’s in it for you?

Customers who participate in SBRs come away with actionable strategies and tactics to increase the ROI of their Adobe solutions. Because SBRs are tailored by account managers to organisation-specific needs, your session will bring you insights relevant to your goals and objectives. Taken together, these recommendations can deliver thousands or even millions of dollars in additional value.

Pro tip: Schedule your SBR either annually for yearly planning or before your high season.

What to expect?

The content covered during the session adapts to your team’s needs and builds a bridge between where you are and where you want to go. From the moment you request an SBR to the post-SBR follow-up, your account manager will be there to answer your questions, find the resources your team needs and even call in other Adobe experts to make sure your path is clear for success.

Our customers’ common takeaways from SBRs:

Get ready for your SBR.

Preparation goes a long way in making your SBR impactful and actionable. Review the following steps to make sure your organisation is ready to engage with your team at Adobe.

5 steps to prepare:

  1. Get the right people involved: Involve stakeholders across different teams and your executive leadership to ensure a well-rounded perspective and discussion around ROI.

  2. Look back: Review past initiatives, performance metrics and milestones. Has your team met past goals or fallen short?

  3. Look ahead: Outline future goals, new priorities and upcoming challenges. Are there any gaps with your current tools that you need to address in the coming year?

  4. Gather your insights: Identify data points, successes and blockers that can guide the conversation. Come with a list of questions such as:

    • Are there features we have access to that we're not taking advantage of?
    • Which strategies could help us to improve the ROI of our Adobe solution?
    • How can we take advantage of new AI-powered features?
    • How can we overcome pain points?
    • How can we continue seeing wins?
  5. Set expectations: Consider a brief introductory meeting with your account manager to clarify the agenda and desired outcomes.

Pro tip: Download this checklist to help prepare for your SBR.

What’s next?

Your next step is simple: keep in touch to your account manager to schedule an SBR or set up a quick discovery call to kick things off. Let’s align, strategise and create a path toward your biggest goals together!

This content was created by the Customer Experience Centre of Excellence that supports Adobe solution account managers with educational and thought leadership content. Contributors to this blog include Svetlana Silina, Julia Fish, Renee Fournier and Nicole Walsworth. Input was provided by solution account managers supporting Adobe Experience Cloud tools.

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