Quarterly Business Review Best Practices: 3 Ways to Transform Your QBR From Boring to Brilliant
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- เผยแพร่เมื่อ 8 ก.พ. 2025
- Quarterly business review best practices |
Here's the thing about quarterly business reviews: they're incredibly powerful but most founders don't like doing them. When you do a quarterly business review presentation properly, you'll be able to reduce churn, sell more, increase your DRR, and accelerate growth. So in this episode, I'm going to walk you through my quarterly business review best practices and the 3 ways to turn your QBR from boring to brilliant so you can actually level up the way you present it to your key stakeholders and best customers.
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I’m an enterprise customer success manager and I love how you presented those 3 tips to make a QBR more interesting!
Means the world!
Wow great I'm here because I'm a market student..My project business review marketing plan
Wow ! Wow ! It changed my vision and my way to present ! Short and powerful Thank you !
Glad to hear!
Solid presentation TK! I'm pretty new to QBRs and this definitely helped find some structure around my approach. Would love to see more content about customer marketing strategies, retention, etc. Thanks!
So great to hear that!
TK, your QBR video is absolutely incredible. As a relatively new(er) CSM to the health tech space, this video was extremely valuable!
So glad you enjoyed this!
I'm starting soon as a CSM and have never done proper QBRs before. That's a brilliant intro for me and I will surely follow your structure. Thank you!
BOOM! Super pumped for you!
Love love LOVE this!!! TK your content always delivers!
Glad you enjoyed this!!
I loved the points discussed. Something that has helped me immensely is using charts to demo the data for business ROI. If the client is beating the benchmark having a graph with the benchmarks gets a lot of attention.
THANK YOU! You've given me the information and boost of confidence i need. i just landed a job that Ive worked so so hard for and this video had some key pointers that I needed
Wonderful!
This entire presentation mirrors what I am thinking! THANKS!
Boom! Glad to hear it!
Great reminders and will use these three principles in my next QBR!
Boom!
Nice man! I’m going to implement much of your advice here going forward.
So glad to hear that!
Brilliant presentation. Could you provide us with concrete examples. Execution is usually the main problem. Therefore, concrete examples will help alot.
Amazing, I'm preparing for an interview & enjoyed this video. I will also check out your website for supporting material on this.
And probably one of the few channels I've subscribed to so soon. JazakAllah & all the best 👍
So great to hear that!
Positive energy is priceless
Yes!!
This is great! By chance do you have a presentation example?
Hey man, really cool video! I just starting working with a Q report and this really helped me understand a bit more about it. Clear and concise. cheers!
Yessssssssssss. Thank you so much for 3 points
You bet!
Thank you! do you have any links to good QBR samples? I'm new to customer success
Awesome energy of course the tips too 👍👏
Appreciate the kind words!
I love it, no nonsense❤
Boom!
Yes, from your new subscriber.
Welcome aboard!
This is very informative. I am trying to do a QBR for a Customer Service setting. I am going to try this. I hope I can get their acknowledgement.
Glad it was helpful!
Fantastic insight TK! In addition to our roadmap, do you also ask the customer to provide their roadmap (i.e. short/mid/long term goals)?
It does help to engage with them and understand their strategic goals.
This is amazing! Thanks!
Glad you find it helpful!
I LOVE this. Thank you!!!
Glad you find it helpful!
YESSSS! Actually this is great timing for a reason to engage with my clients
Thank you for the video. It's helpful and evident. Just have one thing to ask: how can we know the customer ROI? It's their data; it's their information... How can we calculate the number?
We usually just generate the report for the customer and share it with them and review together. Obviously check with your legal team.
Yes
🤗
Is it a bad idea to tell a story like a question first before going into the slides?
YES
Awesome!
Yes!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
🙏🏼🤗
Yes!!
Boom!
Do you have an example of a presentation you could share?
On this channel, I stick to core principles. And I go into step by step in implementation in my coaching program: tkkader.com/legion.
Decisive Data Systems does MSP services in the mid Atlantic region , working as a TAM, would love to have a conversation with you. Looking to connect with others in the industry
🙌🏻
🙌🏼
Tobin Meadow
Interesting. a QBR for me is providing a recap of the quarter to my company's business leaders. We all hate it. It is not a business review for customers.
yESSSSS!!!
Cole Views
N🧊, ngl I was bouta skip this video 😅
Appreciate you watching and leaving a comment!
YES
🙏🏼