Effective Business Reviews
6
Videos
35 mins
All Sales
Have you ever missed out on upsell or cross-sell opportunities? How do you balance your goals and your client's goals? Do you bring value? How do you secure next steps?
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Summary
How confident are you in your ability to conduct an effective quarterly business review?
QBRs are a critical aspect of customer success and account management roles but they are subject to many common mistakes:
- For instance, what steps do you take to ensure that your QBRs are meaningful and valuable to your clients, rather than just another check-in meeting?
- What strategies do you currently use to prepare for and conduct successful QBRs with your clients?
- How do you ensure that your QBRs are tailored to the unique needs and goals of each of your clients?
- How do you balance the need for data-driven insights with the importance of building strong, personal relationships with your clients during QBRs?
- How do you measure the success of your QBRs and the impact they have on your client relationships?
In this course you will learn how to:
- Create a story that connects to your customer's needs
- Setup your meeting adequately
- Craft compelling slides
- Look forward and avoid being too focused on the past
- Boost engagement and next steps
- Drive meaningful conversations
- Generate higher return on investment
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