Customer Success: Acing Your Quarterly Business Review

17mIntermediate2025-04-11

Authors

Madecraft

Full-Service Learning Content Company

Kevin Francisco

Course details

Master the art of delivering effective Quarterly Business Reviews (QBRs) that keep your customers engaged and loyal. In this course, Kevin Francisco shares how to gather relevant data, tailor your QBRs to your customer's goals, and present insights in a compelling way. Learn how to foster meaningful dialogue, drive actionable outcomes, and maintain engagement after the review. After this course, you'll be ready to enhance customer retention through impactful QBRs.

Learning objectives
Gather and analyze data that demonstrates customer value.
Tailor QBR content to align with customer goals.
Build and present compelling QBRs that engage and inform.
Foster active dialogue with customers during reviews.
Identify actionable next steps and follow up effectively.
Build a long-term strategy for consistent and successful QBRs.

Skills covered

Customer Service ManagementCustomer ServiceLimited Series

Concepts

0. Introduction

01 - Optimize QBRs for lasting customer success

1. Prepare for the Quarterly Business Review

02 - Gather the right data to showcase customer value
03 - Tailor your QBR to the customer s business goals

2. Build a Compelling QBR Presentation

04 - Tell a compelling story to your customer
05 - Enhance customer engagement and clarity with visuals

3. Conduct an Effective Quarterly Business Review

06 - Deliver your QBR to customers with confidence
07 - Engage customers with active dialogue and feedback

4. Drive Action and Follow-up Post-QBR

08 - Create actionable next steps for customer success teams
09 - Follow up to maintain customer engagement

Conclusion

10 - Building long-term QBR success