Customer Success Quarterly Business Review Template

Also known as a business review or an executive business review a qbr is at its most basic just a once per quarter meeting with your.

Customer success quarterly business review template. The quarterly business review qbr meeting is the delivery platform to discuss and set okrs and measure and grade performance as determined by a company s overall mission and values. Customer success quarterly business review qbr template 1. Posted by sandi lin on november 23 2015. The best way to ensure you have high performing customer success managers that fully understand the power of quarterly business reviews qbrs and know how to prepare and manage them is to enroll them in customer success university now. It s an opportunity for you and the customer to get on the same page review what worked what didn t and what everyone will do going forward to.

While the specifics will vary from customer to. A quarterly business review qbr is a one per quarter meeting with the customer over the phone is fine but enterprise saas organizations with pricey customers may want to do this in person. This post previously contained a phrase that s not reflective of gainsight s values. One of the most important activities your customer success managers csms will perform is the quarterly business review qbr. Next steps next qbr 3.

Our quarterly business review qbr template. To prepare for the session our customer success team reviews all aspects of the account including previously discussed initatives features utilized and training metrics. User and overall health 5. Customer success quarterly business review molly barber customer success manager november 17 2015 2.