In this episode of SaaS Therapy, Todd Kirk and Casey Trujillo discuss the quarterly business review (QBR). They address the anxiety and stress that customer success managers often feel when conducting QBRs and emphasize the importance of preparing for them.

The hosts provide tips on how to review data with the point of contact before the QBR, focus on the customer's needs and strategic initiatives, provide value to the executive team, look forward to future initiatives, and make the point of contact the hero. Listen until the end for a summary of tips and a call to action for listeners to implement in their own QBRs.

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Credits

Show direction: Debra Wilson

Show design: Kensie Smith