An annual business review is where you really get to know your customer's business. Note: The past 18 months showed that goals and tactics can change quickly in a weird and unpredictable business environment, so you may need to perform in-depth reviews more often if conditions change dramatically.At least annually, sit down with your client for ideally two hours — and no less than one hour.. Steps in an annual business review include: discuss business objectives, review past business goals, set top 3 business goals for the coming year, identify opportunities for the coming year, tease out barriers to success.