Learn more about startup with this collection
How to focus on the present moment
How to cultivate empathy and understanding towards others
How to set personal and professional goals
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 customer must be attainable with minimal dependencies.
Relevant: The goal must be in line with what your company does.
Time-bound: Because your QBRs are…quarterly…try for deliverables and goals that can be achieved during that time frame (or faster).
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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 de...
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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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6. Build SMART goals
SMART (Specific, Measurable, Achievable, Relevant and Time-bound) goals ensure that the employee is setup for success an...
SMART Goals are Not Smart
Most of the books dealing with goal-setting talk about S.M.A.R.T. goal framework - goals that are: Specific, Measurable, Attainable, Relevant, Time-bound.
While this is a good start, being time-bound in our new self-commitments has its drawbacks.
SMART goal-setting framework
Set goals that are:
- Specific: It will be easier to see what you need to accomplish.
- Measurable: How will you know when you’ve achieved your goal?
- Attainable: Or realistic. Is it possible to achieve the goal you’ve set for yourself?
- Releva...
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