Free Guide to Help YOU Unlock Revenue in a QBR

Hey!

Happy New Year! 2024 is the year of revenue in Customer Success. Revenue ownership is not a new concept. Anyone who has worked at a startup in CS knows that they have to own the Net Revenue Retention (NRR) number and ensure that customer do not churn and continue to renew with their product or service. But how the heck do you do that?

I personally believe it comes from a well structure business review. I know the concept of QBRs are a polarizing topic, but hear me out. A QBR is a structured plan. A plan where you, as the CSM, need to showcase the value of your product to your customer. When you showcase the value your customer will not only be renewing, but they will likely be interested in more products and services from your company.

Quarterly business reviews should set clear objectives, gather relevant data to showcase to your customer, tell a compelling story, create an opportunity for open communication between you and your customer and of course it should also have actionable next steps.

Following a well structured outline for a QBR is the key to ensuring your customer sees value in your product and ultimately will purchase more from you because of the return on investment (ROI) demonstrated in a great QBR.

All of this is great in theory, but how do you actually put together a QBR that will ensure an upsell or renewal? Well look no further, I am here to help. I have create a free guide to make every CSMs QBR go from average to great.

If you are struggling to manage your customers or your responsibilities...You probably need this guide to help you unlock revenue in your next business review with your customer.