SaaS Therapy

Building the new QBR

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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.

Takeaways

  • Prepare for QBRs by reviewing data with the point of contact
  • Focus on the customer's needs and strategic initiatives
  • Provide value to the executive team
  • Look forward to future initiatives
  • Make the point of contact the hero

    • Content

    • 00:00 Introduction and Purpose of the Podcast
    • 01:08 The Anxiety and Stress of QBRs
    • 02:11 The Value and Purpose of QBRs
    • 05:12 Focusing on the Customer in a QBR
    • 08:58 Providing Value to the Executive Team
    • 11:49 Looking Forward and Identifying Next Initiatives
    • 24:53 Making the Point of Contact the Hero

      • Resources

      Connect with Casey

      Connect with Todd

      Visit the show page

      Get to know BrainStorm

      Credits

      Show direction: Debra Wilson

      Show design: Kensie Smith

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