How do we make the most out of a QBR that can define the tone of your customer relationships for the next 3 months? The key: delivering on what you have promised & demonstrate key value takeaways.

2. QBRs
Discuss
quarterly
goals
Assess
success
Chart
future
achievements Prepare presentations that display
your progress towards mutual goals
Plan your QBR
Follow up with customers
& pending issues
Post Meeting

3. Discuss issues that range from immediate to overarching
Go over goals and key figures from previous meetings
Go over goals and key figures from previous meetings

4. 4 Essentials for Every QBR
Demonstrate the value
your customer is getting
from your product
Review & assess
previous goals
Establish new goals
for the next quarter
Make sure your customers
see you in a positive
frame of reference

5. Have a clear timeline, plan, and
presentation to showcase your progress
Complement metrics with appropriate visuals
to demonstrate your product’s value and ROI
Do not bite off more than you can chew
- Identify only achievable goals

6. Review goals set for the next quarter
Talk about product offerings that will help them achieve those goals
Introduce trial upgrades that can help achieve their new objectives

7. Capitalize on the goodwill within
the window of opportunity
Maintain contact with
C-level executive attendees
Foster positive relations for
potential future partnerships

8. QBR
Pillarstone of
business operations
Ample time of 3 months to review new processes
and demonstrate real growth potential