One of the most important activities your Customer Success Managers (CSMs) will perform is the Quarterly Business Review (QBR). QBRs are sometimes known by different names – Business Reviews or Executive Business Reviews – but no matter what they’re called, they’re incredibly important and the agenda and flow are largely going to fall on the CSM, so it’s critical to help them prepare for, and perform QBRs, the right way.

In this article, Lincoln Murphy, Customer Success Evangelist at Gainsight, goes into detail on how to prepare for and perform Quarterly Business Reviews.





Comments


Written by tiroberts
3711 days ago

I admit that even in my small biz, this is something I should do more of. Thanks for the tips and the reminders.



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Share your small business tips with the community!
Share your small business tips with the community!
Share your small business tips with the community!
Share your small business tips with the community!