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Streamlining QBRs eGuide: How to Deliver Valuable Customer Insights

Updated on March 14, 2024
Streamlining the QBRs eGuide

Streamlining the QBRs eGuide

Discover key strategies you can use today in our new PDF on streamlining QBRs

Download now

Summary points:

It doesn’t matter whether you call them QBRs (Quarterly Business Reviews), EBRs (Executive Business Reviews), or just plain old Account Reviews.

Whatever you call them in your business, you know that they can be time-consuming to prepare, frustrating to organize, and that the mere mention of them can send shivers down the spines of your CSMs.

That said, QBRs are an essential part of most customer journeys – so there is no getting away from them. But what is a QBR, and how can you make the process more efficient?

What is a QBR anyway?

If you’re unfamiliar with the concept, they’re essentially a regular review meeting with your customer to look at their performance and progress with your product, set mutually agreed goals, and discuss strategies.

QBRs should be focused entirely on your customer, and whether or not your products and services help them reach their business goals. You can read about them in detail in our dedicated

If you don’t make the most of these QBR meetings, they can quickly become a burden for your customers and a time drain on your CSM.

Why do QBRs matter?

The challenge with quarterly business reviews is that many organizations either don’t have appropriate processes in place – or choose to do everything manually.

This leads to a huge amount of time invested into what can often be a sub-par experience for customers that doesn’t add the value you want it to.

By looking at how to use CSP technology to radically transform your QBR processes, you’ll be able to introduce a number of time-saving initiatives, like:

✅ Automated data collection
✅ Pre-built templates
✅ Scheduling assistants
✅ Quick collaboration and approval
✅ Actionable data insights

This is in stark contrast to the time-sapping manual processes you and your CSMs are probably used to when preparing QBRs, such as:

❌ Manual data collection
❌ Developing decks from scratch
❌ Back and forth booking meetings
❌ Data silos and poor internal communication
❌ Manual data analysis and interpretation

One of the best ways for you to make your entire QBR process more efficient is to consider how a customer success platform (CSP) – such as Custify – can help transform not just your QBRs, but your entire customer journey.

Introducing our latest eBook

We recognize that transforming your customer journey is a big topic, so we’ve prepared a series of mini-guide eBooks to help you understand the challenges you’ll face during each step of the way – and detailing how CSP technology can help you.

Our guide to streamlining QBRs is the latest eBook in a series that also includes:

  1. Transforming internal handoffs to make them smooth every time
  2. Streamlining QBRs and creating reviews that add value to your customers
  3. Improving customer communications to boost satisfaction and retention
  4. Creating high-quality personalized experiences your customers will love
  5. Leveraging data to take your customer journey to the next level
  6. Using smart automation to make your CSMs more efficient

We have also written a full-length eBook that goes into detail on the customer journey across each of the 6 topics.

Whether you choose to go full-length or download individual mini-guides, all our eBooks are 100% free and designed to give you everything you need to improve CX across the customer journey and make your team more efficient – all by leveraging CSP technology.

Who is this eBook for?

✅ Start reading our eBook now if you’re a CS leader who wants to make his CSMs more efficient and ensure each QBR delivers value to customers.

✅ Download our eBook if you’re a CSM who wants to understand how to be more effective in your job preparing and delivering QBRs to customers.

✅ Get our eBook now if you’re a C-suite executive or business leader who wants to think more strategically about the impact of technology on CS.

That said, there’s nothing stopping you from downloading this eBook, even if you’re just interested in learning more about the world of Customer Success.

What can you expect from this mini-guide to QBRs?

We’ve put together all the best insights into streamlining QBR processes, and by the end of it, you’ll know exactly how you can transform your approach to QBRs.

Reading through our short and snappy guide, you’ll uncover 5 areas you need to improve in your QBR process and the solution to making them more efficient.

These include:

  • How manual data collection to prepare for your QBRs wastes time, provides inaccurate results, and can ultimately lead to CSM ‘burnout’.
  • How developing your QBR slide decks from scratch is one of the biggest time-sapping tasks in the entire QBR process and is totally avoidable.
  • How you can avoid the painful and frustrating ‘tennis match’ when going back and forth booking meetings with your customers.
  • How to avoid the trap of operating amongst multiple data silos and how to positively improve communication across your teams as a result.

The mini-guide then continues to cover how you can leverage customer success platform technology to help you overcome the difficult parts of QBR preparation and delivery, streamlining the whole process as a result.

As if that wasn’t enough, once you implement some of our suggestions, your CSMs will be able to claim back hours of time from ‘busy work’ each week, so they can focus their time on ‘moving the needle’ for their customers instead.

Get Expert Perspectives

We’ve written this mini-guide as part of a series specifically designed for Customer Success professionals. So, with this in mind, we’ve included expert insights from fellow CS pros and influencers, including:

We truly believe that between the expert insights and the detailed information shared in this ‘Streamlining QBRs’ mini-guide, you’ll have everything you need to both understand the topic and make your QBR processes more efficient.

Why you should download our eBook

These days, CSMs aren’t just ‘churn busters’ – they’re responsible for everything from product adoption to customer retention and even revenue expansion.

However, there are only so many hours in a day, and the risk is that without proper systems and processes in place, CSMs won’t be able to meet all their objectives.

This will result in burned-out and underperforming CSMs, higher than-forecast levels of churn, and significant reductions in growth through expansion revenue.

It doesn’t have to be this way, though.

Our mini-guide to streamlining QBRs – the latest in a 6-part series that covers the entire customer journey – gives you everything you need to radically improve the value of QBRs both for your CSMs and your customers.

The eGuide goes step by step into how you can use a CSP like Custify – one of Europe’s leading customer success platforms – to overhaul quarterly business reviews, ultimately leading to improved customer satisfaction and higher customer retention rates.

So, what are you waiting for? Download your copy of “How to Streamline Quarterly Business Reviews” now.

Philipp Wolf

Written by Philipp Wolf

As the CEO of Custify, Philipp Wolf helps SaaS businesses deliver great results for customers. After seeing companies spend big money with no systematic approach to customer success, Philipp knew something had to change. He founded Custify to provide a tool that lets agents spend time with clients—instead of organizing CRM data.

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