Successfully reported this slideshow.
We use your LinkedIn profile and activity data to personalize ads and to show you more relevant ads. You can change your ad preferences anytime.

Quarterly Business Review Template - QBR Template - Customer Success Management

207,011 views

Published on

This is a Quarterly Business Review Template to be used by Customer Success Management organizations.

One of the most important activities your Customer Success Managers (CSMs) will perform is the Quarterly Business Review (QBR).

QBRs are sometimes known by different names – Business Reviews or Executive Business Reviews – but no matter what they’re called, they’re incredibly important and the agenda and flow are largely going to fall on the CSM, so it’s critical to help them prepare for, and perform QBRs, the right way.

The most successful Enterprise SaaS companies know that growing revenue only through new customer acquisition is the less efficient way to scale. Rather, they understand that growing revenue within your existing customer base - through up-sells, cross-sells, and expanded use - is the most profitable way to scale.

In fact, Enterprise SaaS companies that grow revenue - and company valuation - by expanding revenue within their existing customer base also know the key to making this work is to focus on - and operationalize - Customer Success.

Published in: Leadership & Management
  • DOWNLOAD FULL BOOKS, INTO AVAILABLE FORMAT ......................................................................................................................... ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... 1.DOWNLOAD FULL. PDF EBOOK here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... 1.DOWNLOAD FULL. EPUB Ebook here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... 1.DOWNLOAD FULL. doc Ebook here { https://tinyurl.com/y3nhqquc } ......................................................................................................................... ......................................................................................................................... ......................................................................................................................... .............. Browse by Genre Available eBooks ......................................................................................................................... Art, Biography, Business, Chick Lit, Children's, Christian, Classics, Comics, Contemporary, Cookbooks, Crime, Ebooks, Fantasy, Fiction, Graphic Novels, Historical Fiction, History, Horror, Humor And Comedy, Manga, Memoir, Music, Mystery, Non Fiction, Paranormal, Philosophy, Poetry, Psychology, Religion, Romance, Science, Science Fiction, Self Help, Suspense, Spirituality, Sports, Thriller, Travel, Young Adult,
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Just got my check for $500, Sometimes people don't believe me when I tell them about how much you can make taking paid surveys online... So I took a video of myself actually getting paid $500 for paid surveys to finally set the record straight. I'm not going to leave this video up for long, so check it out now before I take it down! ●●● https://tinyurl.com/realmoneystreams2019
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • Doctor's 2-Minute Ritual For Shocking Daily Belly Fat Loss! Watch This Video  https://tinyurl.com/bkfitness4u
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • ★★ How Long Does She Want You to Last? ★★ A recent study proved that the average man lasts just 2-5 minutes in bed (during intercourse). The study also showed that many women need at least 7-10 minutes of intercourse to reach "The Big O" - and, worse still... 30% of women never get there during intercourse. Clearly, most men are NOT fulfilling there women's needs in bed. Now, as I've said many times - how long you can last is no guarantee of being a GREAT LOVER. But, not being able to last 20, 30 minutes or more, is definitely a sign that you're not going to "set your woman's world on fire" between the sheets. Question is: "What can you do to last longer?" Well, one of the best recommendations I can give you today is to read THIS report. In it, you'll discover a detailed guide to an Ancient Taoist Thrusting Technique that can help any man to last much longer in bed. I can vouch 100% for the technique because my husband has been using it for years :) Here's the link to the report ■■■ https://tinyurl.com/rockhardxx
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here
  • You can now be your own boss and get yourself a very generous daily income. START FREE...◆◆◆ https://tinyurl.com/realmoneystreams2019
       Reply 
    Are you sure you want to  Yes  No
    Your message goes here

Quarterly Business Review Template - QBR Template - Customer Success Management

  1. 1. Quarterly / Executive Business Review Template
  2. 2. Quarterly / Executive Business Review Purpose Set/Review Our Goals Gainsight Success You Gainsight Services Create Specific Action Plan Measure and Drive Results Define Measurement Quarterly process designed to maximize the return on your investment
  3. 3. Delivery & ROI Delivered to Date • XYZ • XYZ • XYZ ROI • XYZ • XYZ • XYZ
  4. 4. What’s Remaining in SOW • Data • XYZ • Functionality • XYZ • Other Capabilities • XYZ
  5. 5. Goals Goal/Impact Tactics Outputs Outcomes Measurement Long term Short term
  6. 6. Recommendations • Q3’14 • XYZ • Q4’14 • XYZ
  7. 7. Summary & Next Steps • Send meeting summary and slides and goals • Schedule next Exec Business Review
  8. 8. Your Success Solution Product A Product B Product C Get all Product A services PLUS Get all Product B services PLUS Designated CSM Semi-annual Customer Success Quarterly Success Review Benchmarking CUSTOMER SUCCESS ONBOARDING Annual Customer Success Assessment Workshop Configure Home Dashboards Alerts Load Historical Adoption Admin & End-user Training Concierge for 1st Survey Concierge for 1st Exec Meeting Sales View Set Up Workflow & Playbooks Events & Milestones Scoped with Services Additional Admin Training Ongoing Adoption Configure Support View Health Scorecards
  9. 9. Product Roadmap • Placeholder for your roadmap slides

×