Account Management Secrets Flip the QBR | EP70
Jan 2, 2026
Discover how to transform quarterly business reviews from mundane meetings into powerful engagement tools. Learn why customers prioritize actionable insights and the need for access to expert knowledge. Explore strategies for aligning with client priorities and the importance of C-suite presence. Find out how to shift the focus from past performance to forward-looking growth discussions. Uncover the secret to creating dialogue rather than a monologue and leading with confidence to strengthen relationships.
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QBRs Carry Outsized Strategic Value
- QBRs are high-stakes strategic touchpoints that impact retention and expansion.
- Done well they build stakeholder relationships, ease renewals, and reveal growth opportunities.
Account Managers Are More Critical And Under-Resourced
- Account managers face heavier responsibility: new-business is harder and portfolios are growing.
- Teams have fewer resources, creating stress and limiting proactivity.
The Ghosted QBR Experience
- Alex shares the familiar experience of customers ghosting QBRs despite heavy prep.
- He describes last-minute cancellations leaving only one or two attendees while your full team waits.
