23min chapter

CSM Practice - The Customer Success Podcast cover image

Uplevel Your QBRs to Double Your Upsell Revenue

CSM Practice - The Customer Success Podcast

CHAPTER

Transforming Quarterly Business Reviews

This chapter discusses the evolution of Quarterly Business Reviews (QBRs) from traditional slide presentations to dynamic, interactive dialogues that enhance customer engagement. The speakers emphasize the importance of preparation, genuine connections, and effective questioning to better understand client needs and foster strong relationships. By integrating storytelling and ROI calculations, they provide strategies for successful upselling and improving retention rates through authentic communication.

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