CSM Practice - The Customer Success Podcast How to Capture BUSINESS OUTCOMES during a QBR
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.
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Additional Resources:
📑 Blog: Quarterly Business Review Best Practices
https://bit.ly/49W8TCi
📑 Blog: QBR: 5 Rookie Mistakes You Should Avoid
https://bit.ly/49Rf9ek
🎥 Video: How to Develop a QUARTERLY BUSINESS REVIEW (QBR)
https://bit.ly/3V0ptN8
⏬ Download: FREE Quarterly Business Review (QBR) Template
https://bit.ly/3uW0akz
⏬ Download: Your very own QBR Cheat Sheet
https://bit.ly/3V6znMS
⏬ Download: The Ultimate Step-by-Step Guide for Developing a Prescribed Approach to Capturing your Client's Business Outcomes
https://bit.ly/4bXYasD
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