# Prepare for a customer review meeting

Use case · Customer teams

Canonical page: https://datasdk.ai/use-cases/prepare-for-a-customer-review-meeting

Bring relevant questions to the existing customer conversation.

## Who this helps

An account manager wants useful website context before an agreed review.

## How to use it

1. Verify the matched company against the customer account.
2. Review available product or resource pages viewed.
3. Ask the customer about current needs without claiming who browsed.

## Illustrative example

A resource-page visit leads to a question about training needs during a scheduled review.

## What to check

A company match does not identify a user or confirm dissatisfaction.

## How Data SDK fits

Data SDK connects website visits with available company details worldwide, from startups to larger businesses. Coverage and fields vary. Start free trial opens an email request; terms are confirmed with the team. The full API is coming soon.

These are suggested workflows, not a list of built-in integrations. Use your own approved analytics, CRM, and research process where needed. Matches and fields vary. A company match does not identify a person or prove buying intent.

## Related reading

- [Account owner](https://datasdk.ai/glossary/account-owner): An account owner is the person or team responsible for a company relationship.
- [CRM](https://datasdk.ai/glossary/crm): A customer relationship management system stores business relationships, contacts, and sales activity.
- [Page view](https://datasdk.ai/glossary/page-view): A page view is a recorded load or display of a web page under the measurement system's rules.
- [Prepare implementation support resources](https://datasdk.ai/use-cases/prepare-implementation-support-resources): Choose relevant setup material before the meeting.
- [Check renewal discussion topics](https://datasdk.ai/use-cases/check-renewal-discussion-topics): Prepare better renewal questions without treating visits as a health score.
- [Coordinate sales and customer success](https://datasdk.ai/use-cases/coordinate-sales-and-customer-success): Keep customer conversations with the team that owns the relationship.

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