10 Things to consider when creating a QBR

We have all been there. Its time to do a QBR and maybe this is your first one or maybe the last one didn’t go that well. Here is a quick list to get you to match fit to help you focus on the things that are important about doing a QBR.

Prepare a visually appealing presentation to showcase the key information.

• Determine clear goals and objectives for the QBR and communicate them to the team.

• Use data and analytics to provide insights and recommendations based on the results.

• Highlight the achievements and progress made by the team since the last QBR.

• Share customer feedback, testimonials, and case studies to demonstrate the team's impact.

• Use interactive tools like screen sharing and video conferencing to engage remote team members.

• Encourage team members to share their thoughts and feedback during the QBR to foster open communication.

• Provide training and development opportunities to help team members grow and succeed.

• Set realistic action plans and timelines to address challenges and opportunities identified during the QBR.

• Follow up with team members after the QBR to ensure that action items are being addressed and progress is being made.

I spend a fair bit of time helping Customer Success Managers with thier QBRs and Kick-off meetings. If you need some help please get in touch.