Cover Image for Training Session | Making Your Quarterly Business Reviews Strategic
Cover Image for Training Session | Making Your Quarterly Business Reviews Strategic
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Training Session | Making Your Quarterly Business Reviews Strategic

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$49.00
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About Event

Quarterly Business Reviews (QBRs) are a strategic tool in customer success that we can use to align with our clients. They're an opportunity to review the partnership so far, hear feedback, offer suggestions, and discuss a path forward. 

But of course, doing QBRs comes with its set of challenges: 

  1. Some client stakeholders don’t see the value in them 

  2. They can be boring, which leads to a disengaged audience 

  3. They require a lot of information, time, and effort to put together 

  4. They don’t always make the impact we’d hope for – so it feels pointless 

All of this can feel discouraging for both parties but it doesn’t mean we avoid the QBR completely! 

In this training session, we’ll learn how to strategically build your QBR approach using a proven framework, understand engagement strategies for stakeholders so they’re bought in, and, lastly, tactics to help you with your delivery and ongoing impact. 

To make this happen, we’ll be: 

  1. Using a QBR template (you’ll get a copy so you can make it your own)

  2. Discuss value mining and data storytelling, so you communicate value effectively 

  3. Leave room for Q&A for those of you who have questions about your own approach to QBRs 

Who is this for? 

  1. Customer success professionals who are actively doing QBRs and want to make them more strategic 

  2. Customer success professionals who want a strong foundation for how they’ll do their QBRs in the future

  3. CS Leaders who want to enable their team on their QBR initiatives so they can drive more impact 

QBRs are not dead; we just need to make them more strategic. Don’t miss out on this opportunity to level up your QBR game! Hope to see you there 👋

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