Trayectos Commercial Manager · Energy Logistics · Topic 5 of 6

KPI & SLA Review Meetings

Lead the quarterly business review with NorthPeak Oils: present your KPIs, describe trends with numbers, explain SLA compliance, accept areas for improvement and agree on next quarter's targets.

Level B1 → B1+/B23 dialogues100% speakingSales & negotiation

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Key Vocabulary

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    My Script: Quarterly Business Review

    Your key lines for sales meetings. Build each sentence from the end, one piece at a time, then say the full line.

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    Spanglish check

    Words that Mexican logistics teams use every day, and what U.S. customers actually say.

    In a Mexican officeWith a U.S. customer
    “Los indicadores”the KPIs / the metrics
    “Entregas en tiempo y forma”OTIF: on time, in full
    “Se mantuvo igual”it remained steady / it stayed flat
    “Bajó un 10%”it dropped by 10 percent / it went down by 10 percent
    “Áreas de oportunidad”areas for improvement

    False friends

    These words look like Spanish words, but they mean something different.

    EnglishLooks like…Actually means…
    actualactualreal (current = actual)
    assistasistirayudar (attend = asistir)
    recordrécordrecord high = el más alto registrado
    improvemejorarsame meaning; the noun is improvement: areas for improvement

    Cultural note

    In quarterly reviews, customers expect data first: results, trends and a comparison with the target. Don't hide the bad numbers; present them with the cause and the plan.

    Describe trends precisely: increased by 20 percent (the change) vs. increased to 96 percent (the final number). Small words, big difference.

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      1

      This quarter we delivered 186 loads, 20 percent more than last quarter.

      2

      OTIF was 96 percent, above our target of 95.

      3

      The average border crossing time has dropped from six hours to 3.8 hours.

      4

      Safety incidents have remained steady at zero.

      5

      Last month we launched a customer portal. Have you had a chance to try it?

      6

      Sounds good. Let's start with the headline numbers.

      7

      This quarter we delivered 186 loads for NorthPeak, which is 20 percent more than last quarter.

      8

      Good. And on-time delivery alone?

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