3 Tips to Up your QBR Game

This is a guest post by Keri Keeling. Keri is a results-driven Customer Success leader with deep experience in helping SaaS vendors build and grow their Customer Success team’s operations and strategies. With over 12 years of experience, she has built Success teams for companies that range in size from start up to publicly-traded. Follow her on Twitter at @M1sskaos.

Quarterly Business Reviews (QBRs) are absolute table stakes for any Customer Success strategy. I’ve written before, about the importance of QBRs and over time, the QBR remains the mainstay of assuring the value is delivered to your customers. What’s interesting about the QBR practice is the various ways that they are performed and what they may not include.

To drive positive impact to your customers, use these three tips to up your game:

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1. SMART Goals

Customer Success professionals are constantly being challenged to prove the value that their products and services are delivering to their customers. Remember, one of the points of a Quarterly Business Review is to serve as a “report card” to the customer. It’s a means in which you can reinforce your product/service’s value to your customer. It’s also the way to ensure that continuous and improved value extends into the future.

Putting SMART goals to use during your QBRs will help both you and your customers to track the goals that they have previously attained and what they want to do in the future. SMART goals are goals that are:

Specific: Stick with clear and well defined goals

Measurable: Ensure that the goal has a meaningful outcome that can be tracked/reported

Achievable: The goals you set with your customer must be attainable with minimal dependencies

Time bound: Because your QBRs are…quarterly…try for deliverables and goals that can be achieved during that time frame (or faster)

2. Research

Considering that your QBR is a report card of sorts that is full of goal attainment reports and new goal establishment, this is not the time for surprises. You’ll likely have key stakeholders at your account in the meeting with you. Ensure that you’ve reviewed as many data points about the account before your meeting. Check things like:

  • Account notes
  • Support case history
  • Usage data
  • NPS/CSAT or other survey data
  • Escalated account history
  • Open project plans

Familiarizing yourself with this information will help you to not only save embarrassment for being caught off guard, but will arm you with information in case you have to have a less than desirable conversation with your customer. Additionally, you can leverage this information to set some SMART goals (such as increasing adoption!).

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3. Follow Through

As a CSM, you’re a change agent. It may not feel that way at times, but think of yourself as the hub that all of the wheel spokes plug in to. A result of being in the center of, well… EVERYTHING makes you a professional communicator of sorts.

Being the center of EVERYTHING can be highly distracting and it can disrupt your flow easily. Which is why Customer Success Managers, have to have impeccable follow through to be successful.

The best way to ensure that you’re following through on commitments is to

Document, document, document. And document some more! Leverage your company’s CRM tool as much as you can. If you find that doesn’t work have a look at Evernote to see if it might meet your needs.

Do what you say, say what you’ll do: This seems self explanatory, but it’s easy to get distracted and forget to deliver on something that was promised. Don’t drop the ball on this one, delivery impacts your credibility with your customers.

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