How to Develop a QUARTERLY BUSINESS REVIEW (QBR)




#QBR #CustomerSuccess

Learn more about how to develop a Quarterly Business Review (QBR) for Customer Success Executives and effectively demonstrate and maximize value to clients during QBRs. Watch as Irit Eizips, CEO of CSM Practice and Chad Horenfeldt, Director of Customer Success at Kustomer discuss in-depth some Quarterly Business Review (QBRs) Best practices and ways to drive more values for clients.

How can CSM Practice Help!

Do you need help in creating effective QBRs for different types of customer accounts in your company? Contact us to learn how you can protect your revenues from your existing customer base as well as drive expansion of value for and from your customer.

Watch this video to get a full understanding of How to Develop a Quarterly Business Review (QBR) for Customer Success Executives
0:00 Intro
01:20 Business Reviews
02:44 QBR’s Should/Should Not
06:34 QBR Call
16:48 Client Health Check

Read more about QBR Best Practices, visit our blog:

Quarterly Business Review Best Practices

Here’s more! You can download a FREE Business Review Template from us:

FREE CUSTOMER SUCCESS BUSINESS REVIEW TEMPLATE

BONUS! Here’s a FREE Infographic: Your very own QBR Cheat Sheet:

Infographic : The Essential Guide to Quarterly Business Reviews

Please share your experience and thoughts on this topic in the comments below.

READ: QBR:5 Rookie Mistakes You Should Avoid by Irit Eizips https://www.csmpractice.com/qbr-5-rookie-mistakes-you-should-avoid/

You may also find this video interesting: How to capture Business Outcomes During a QBR https://www.youtube.com/watch?v=i2GH_GKp7pQ

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