Making the Most Out of Your QBR

Making the Most Out of Your QBR

• 2.
  QBRs Discuss quarterly goals Assess success Chart future achievements Prepare presentationsthat display your progress towards mutual goals Plan your QBR Follow up with customers & pending issues Post Meeting
• 3.
  Discuss issues thatrange 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 forEvery 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 cleartimeline, 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 setfor 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 thegoodwill 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 Ampletime of 3 months to review new processes and demonstrate real growth potential