CEO of Gainsight, Nick Mehta, shares his playbook for delivering impactful QBRs, including tips on engaging executives, using chat tools effectively, and holding CSMs accountable. Learn how to make QBRs successful and keep high-expectation executives happy.
Engage executives in quarterly business reviews for maximum impact.
Strategize follow-up actions to maintain momentum post-executive business reviews.
Deep dives
Cadence and Timing of QBRs
Quarterly Business Reviews (QBRs) are critical for customer success, providing a moment for feedback, upsell opportunities, and relationship building. However, aiming for quarterly reviews may not align with customer preferences, with most enterprises having one to two QBRs per year. Some QBRs are even being shifted to semi-annual or annual reviews. Efforts to engage executives in these reviews are essential for maximizing their impact and driving value for the client.
Engaging Executives in EBRs
Executive Business Reviews (EBRs) play a pivotal role in fostering client relationships, but often lack executive attendance. Strategies like structuring progressive EBRs, focusing on high-value topics, and involving executives in goal discussions can enhance executive engagement. The challenge lies in delivering concise and impactful EBRs that attract executives and drive meaningful interactions, ultimately leading to mutual business growth and value.
Optimizing EBR Execution and Follow-Up
After conducting EBRs, strategic follow-up actions are crucial for maintaining momentum. Practices such as sending thank-you notes, surveys to gauge value, and suggesting further engagement like maturity assessments enhance the post-EBR process. Planning for future engagements during the current EBR, such as discussing topics for the next session, fosters ongoing collaboration and ensures continued alignment with customer goals.
Quarterly business reviews are critical moments for feedback, upsell, and relationship building with your customer. Nick Mehta, CEO of customer success platform Gainsight, has the proven playbook to ensure your business reviews wow your customers and impact the bottom line.
In this episode, Nick shares his step-by-step advice on getting executives in the room, how to kick off an effective meeting, and how to use tools like chat to effectively engage and smoothly run a meeting that will keep even the high-expectation executives happy.
Sign up for The Edge newsletter: gong.io/the-edge
KEY TAKEAWAYS
[03:54] - Wait…should QBRs be EBRs?
[11:21] - Nick’s tips for 30 minutes with an executive
[20:59] - How to teach and hold your CSMs accountable
Get the Snipd podcast app
Unlock the knowledge in podcasts with the podcast player of the future.
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode
Save any moment
Hear something you like? Tap your headphones to save it with AI-generated key takeaways
Share & Export
Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more
AI-powered podcast player
Listen to all your favourite podcasts with AI-powered features
Discover highlights
Listen to the best highlights from the podcasts you love and dive into the full episode