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 account before your meeting. Check things like:
- Account notes
- Support case history
- Usage data
- NPS/CSAT or other survey data
- Escalated account history
- Open project plans
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