How to Capture BUSINESS OUTCOMES during a QBR
Play • 34 min

Are you passionate about driving a big impact and maximizing value?! 

To help you effectively manage desired business outcome discussions with your clients, you have to first develop a prescribed framework. 

Typically, companies' business needs or focus change every year, so it is advisable to ask them what has changed during a QBR and bring up possible use cases. 

Some of the topics discussed are:

  • Effective perceived value conversations 
  • Frequency of QBRs
  • The right framework
  • The right time to plant seeds
  • Three ways to slice and dice use cases and customer presentation
    • The business processes
    • Use case by customer attributes, by industry, or by size
    • A maturity scoring model
  • What to present during a QBR
  • Prioritize proper business outcomes

Listen to this podcast episode to learn how you can maximize value for you and your customers without leaving money on the table.


Additional Resources:

📑 Blog: Quarterly Business Review Best Practices

📑 Blog: QBR: 5 Rookie Mistakes You Should Avoid


Download: FREE Quarterly Business Review (QBR) Template

Download: Your very own QBR Cheat Sheet

Download: The Ultimate Step-by-Step Guide for Developing a Prescribed Approach to Capturing your Client's Business Outcomes


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1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here

2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here

3. Work With Our Team Privately —
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