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

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