Stacking Growth | The B2B Marketing Podcast

S3 E16 - Quarterly Business Review Best Practices| Cassidy Shield, Carl Ferreira & Ashley Lewin

Jun 29, 2023

58:40

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Episode notes

Introduction

3min

What's Wrong With Marketing QBR Decks?

2min

How to Be Transparent in Your Quarterly Business Review

5min

How to Improve Your QBR

5min

The Importance of Starting at the Other End of the Story

4min

The Importance of Data in Marketing

3min

How to Weave Qualitative Customer Research Into Your QBR Narrative

3min

How to Open a Bad Boy in Advance

2min

How to Find Early Signals in the Market

5min

10.

The Importance of Identity in QBRs

2min

11.

The Importance of Having a QBR

2min

12.

How to Tie Performance and Programs to Objectives and Goals Within QBRs

2min

13.

How to Master a QBR for Marketing Planning

5min

14.

How to Use Your Headline to Tell a Story

5min

15.

The Importance of a Quarterly Review

2min

16.

The Importance of Communicating Value

3min

17.

The Struggles of a Marketing Team

2min

18.

How to Budget for Media Spending in Q2

2min

You’re likely to find yourself presenting a QBR soon. What are you going to share? And more importantly, how are you crafting your story? That’s what Cassidy and Ashley have covered for you on today’s episode of Stacking Growth Live!

They cover:

Crafting a narrative
Structuring a deck
Nailing an Executive Summary
Avoiding common missteps in the details of data

They walk through examples of not-so-great slides and what to do instead to communicate performance effectively, and give general tips you can implement for your next QBR, report, or presentation.

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