Customer Success: Acing Your Quarterly Business Review
17mIntermediate2025-04-11
Authors
Madecraft
Full-Service Learning Content Company
Kevin Francisco
Course details
Master the art of delivering effective Quarterly Business Reviews (QBRs) that keep your customers engaged and loyal. In this course, Kevin Francisco shares how to gather relevant data, tailor your QBRs to your customer's goals, and present insights in a compelling way. Learn how to foster meaningful dialogue, drive actionable outcomes, and maintain engagement after the review. After this course, you'll be ready to enhance customer retention through impactful QBRs.
Learning objectives
Gather and analyze data that demonstrates customer value.
Tailor QBR content to align with customer goals.
Build and present compelling QBRs that engage and inform.
Foster active dialogue with customers during reviews.
Identify actionable next steps and follow up effectively.
Build a long-term strategy for consistent and successful QBRs.
Learning objectives
Gather and analyze data that demonstrates customer value.
Tailor QBR content to align with customer goals.
Build and present compelling QBRs that engage and inform.
Foster active dialogue with customers during reviews.
Identify actionable next steps and follow up effectively.
Build a long-term strategy for consistent and successful QBRs.
Skills covered
Customer Service ManagementCustomer ServiceLimited Series
Concepts
Introduction
- Optimize QBRs for lasting customer success
Prepare for the Quarterly Business Review
- Gather the right data to showcase customer value
- Tailor your QBR to the customer s business goals
Build a Compelling QBR Presentation
- Tell a compelling story to your customer
- Enhance customer engagement and clarity with visuals
Conduct an Effective Quarterly Business Review
- Deliver your QBR to customers with confidence
- Engage customers with active dialogue and feedback
Drive Action and Follow-up Post-QBR
- Create actionable next steps for customer success teams
- Follow up to maintain customer engagement
Conclusion
- Building long-term QBR success