Meeting Minutes — Account Review: Miller Group

Date: 2026-07-08 Attendees: Sales Lead, Account Manager, Customer Success

Discussion

Order volume from Miller Group has declined roughly 20% over the last two reporting periods relative to their prior run rate. No formal complaint or contract change has been raised by the customer. Possible contributing factors discussed:

• Seasonal demand softening on the customer's end (unconfirmed — no direct customer input yet)
• Possible competitive displacement on one or more product lines
• Internal fulfillment or pricing friction (no specific incidents logged)

Action items

• Account Manager to schedule a check-in call with the customer's procurement contact
• Sales Lead to review whether recent quotes were competitive on affected SKUs
• Revisit in next month's account review if volume has not recovered