Before an annual review, you shouldn’t just know your sales figures—you should understand the entire account from a perspective of potential, profitability, and relationship structure.
This includes, among other things, sales development, contribution margin, purchased and non-purchased assortment, price history, complaints, delivery performance, open offers, and the current contacts involved so far. Just as important is the customer’s political landscape: Who decides on terms and conditions, who influences assortment decisions, who actually uses the products—and where might resistance arise?
For the conversation itself, you need a clear target picture. Do you want to stabilize pricing, expand product groups, secure listings, or negotiate a framework agreement? To do that, prepare concrete conversation hypotheses, follow-up questions, and negotiation lines. If you go into an annual review unprepared, you’ll usually end up discussing only the customer’s demands instead of actively developing the relationship.