How to Develop a Quarterly Business Review (QBR) for Customer Success Executives reviews

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#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:
https://www.csmpractice.com/qbr-template

💎💎💎Another 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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☎️ To begin your journey to becoming a best-in-class Customer Success organization, contact us today: https://csmpractice.lpages.co/call/

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7 reviews for How to Develop a Quarterly Business Review (QBR) for Customer Success Executives reviews

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  1. Rajagokul Stalin

    First of all, thank you for making this video, found it SUPER helpful. Just so you know, I'm transitioning from Support to Success and trying to get a hang of CS for a few months now. Have to say the QBRs/EBRs topic is something I'm seeing in almost every customer success event, webinar, or a CS summit.

    My question is that is that absolutely necessary to learn this part or we can do it in different ways customer success platforms for example, as long as we understand what they need/challenges, as Chad mentioned?

    If I have to master the part, what would be your recommendations? Trying my best to get familiar with different CS operations to myself as a well rounded CSM.

    Appreciate the help!

    Best,
    Raj

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  2. Faramous

    Such a good video.

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  3. Adam

    I like the video and I wish to see more like this one!

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  4. Aseem Rattan

    Indeed, the conversation was very useful. Also, I believe the product roadmap should be well defined for QBRs sessions.

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  5. Abhay Gupta

    Really helpful, thanks.

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  6. Tom Coscia

    Great video Irit. Thankful for all of the great insight and recommendations.

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  7. Neil Woodall

    Great video, Irit! Thank you for sharing.

    Helpful(0) Unhelpful(0)You have already voted this

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