Patricia,Great topic! I see where you're coming from as well and I'm not sure I have an answer for you. Review suggests a look-back rather than a present moment or future "roadmap."We chose "Quarterly Success Review" to emphasize that we're not so much talking about business (aka selling!) but success: what value is the customer enjoying and what can we do together to enhance it further.
What about "summit" or "engagement"? Not sure those pack the punch you're after but some ideas. Please keep us posted on what you decide!Warmly,Tanya