Building the new QBR

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