CSM Practice - The Customer Success Podcast

How to Develop a QUARTERLY BUSINESS REVIEW (QBR)

September 09, 2022 Irit Eizips & CSM Practice Season 1 Episode 3
CSM Practice - The Customer Success Podcast
How to Develop a QUARTERLY BUSINESS REVIEW (QBR)
Show Notes Chapter Markers

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. Listen 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 value 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.

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Additional Resources:

📑 Blog: Quarterly Business Review Best Practices
https://www.csmpractice.com/quarterly-business-review-best-practices/

📑 Blog: QBR: 5 Rookie Mistakes You Should Avoid
https://www.csmpractice.com/qbr-5-rookie-mistakes-you-should-avoid/

🎥 Video: Hiring the right customer success managers
https://youtu.be/yvkihrENs28

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Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:

1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here

2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here

3. Work With Our Team Privately —
If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. Click Here

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Intro
Business Reviews
QBR’s Should/Should Not
QBR Call
Client Health Check