Quarterly Business Review (QBR) – Learnings and Best Practices reviews

May 20, 2022

What is QBR?
A QBR is a quarterly review meeting you hold with your customers. It is conducted to discuss their business and how you can add more value. In a typical quarterly business review presentation, you go through all the progress made in the last 90 days, outlining your plan for the next 90 days. This forms an essential part of the CSMs responsibilities for delivering a client’s business outcomes.

This video contains excerpts from my recent tutorial on Quarterly Business Review for new and experienced CSMs (Customer Success Managers)

The QBR agenda discussed here can be found on here: https://www.slideshare.net/Preact/quarterly-business-review-template?qid=2c48ca96-b072-41d3-aa8e-2ed97567169a

#customersuccess #customerexperience #QBR #csm

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1 Comment
  1. What the time frame for this meeting is it one hour? I beilve it depends upon customer size or production support we giving to them.? I just got hired for csp position and one of responsibility is customer service review is it same like qbr?

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