3 Tips to Up your QBR Game - Deepstash
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3 Tips to Up your QBR Game

Quarterly Business Reviews (QBRs) are absolute table stakes for any Customer Success strategy. I’ve written before, about the importance of QBRs and over time, the QBR remains the mainstay of assuring the value is delivered to your customers. What’s interesting about the QBR practice is the various ways that they are performed and what they may not include.

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MORE IDEAS ON THIS

1. SMART Goals

SMART goals are goals that are:

Specific: Stick with clear and well-defined goals

Measurable: Ensure that the goal has a meaningful outcome that can be tracked/reported.

Achievable: The goals you set with your c...

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2. Research

Considering that your QBR is a report card of sorts that is full of goal attainment reports and new goal establishment, this is not the time for surprises. You’ll likely have key stakeholders at your account in the meeting with you. Ensure that you’ve reviewed as many data points about the accoun...

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3. Follow Through

Document, document, document. And document some more! Leverage your company’s CRM tool as much as you can. If you find that doesn’t work have a look at Evernote to see if it might meet your needs.

Do what you say, say what you’ll do: This seems self-explana...

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vikell

Amenity horticulturist

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