Free Resources to Help You Build The Ultimate QBR

Hi, Markus here. Welcome to a new episode of the Customer Value-Led Growth Newsletter.

Today’s episode is a guest post by Oni McNeil from Matik.

Matik automates the personalization of content, including data-driven elements like tables and charts.

You can even automate sending it out as an email attachment or include personalized charts/tables in the email itself

Compatible with Google Slides, Microsoft PowerPoint, Google Docs, Microsoft Word, PDF, and email.

I keep hearing that QBRs are outdated or just plain dead. But here’s the truth 👇️ 

QBRs are effective tools for customer success control. They give you insights into what worked, what did not, and why.

Allowing you to identify issues early and correct the course in time. You can’t turn the tide in the last 30 days if your customers did not get (enough) value for 11 months.

If your QBRs end with both, you and your customers being as smart as you’ve been before it’s not because they don’t work. It’s because there’s something off.

In today’s post, you’ll get the tools to nail your QBRs and make them well worth your customers’ time.

1. Grade Your QBRs

To get started, let’s evaluate your current QBR process and identify areas for improvement.

As you may know, quarterly business reviews focus on showcasing the progress your customer has made with your product and revisiting the initial goals they set.

Your role is to demonstrate how much they’ve accomplished by delivering a data-driven narrative that’s comprehensive yet easy to follow.

Take this Quiz to explore how customer success teams personalize QBRs to meet each client’s unique goals and objectives.

It provides insights into your QBR best practices, level of personalization, and other important aspects of QBRs.

2. The Ultimate QBR Kit

Are you rethinking how your team creates and delivers QBRs?

QBRs should be data-driven and tell a compelling story, but gathering the necessary data and building from scratch can be a challenge.

Whether you’re creating an in-depth, multi-slide QBR presentation or a streamlined, single-page summary. This Ebook covers how to:

• Evaluating your QBR to identify areas for improvement

• Creating engaging QBRs for your customers

• Identifying common mistakes in your QBR and how to avoid them

3. The Essential QBR Deck

Starting a QBR deck from scratch or revamping your current one can be overwhelming. This template covers the core components of a quarterly business review (QBR).

QBRs provide customer success teams with the chance to showcase the value of your product.

When well-executed, they highlight how a product helps customers reach their goals and remind them of the reasons they chose to work with you. 

For a simpler approach, try using this Essential QBR Deck Template as a guide for your next review.

4. The QBR One-Pager

A QBR one-pager is a concise, data-driven tool for customer success teams to capture the key takeaways from a quarterly business review.

Unlike a full QBR presentation, a one-pager presents only the most essential insights, offering a high-level update for customers.

To make it effective, design and structure are vital to ensure it's easy to read. The ideal QBR one-pager should focus on the data most relevant to each customer.

Depending on their goals, this might include benchmarking data, ROI insights, usage statistics, or adoption recommendations.

This resource provides helpful tips for crafting a QBR one-pager that truly resonates with customers.

Did you like this episode? Who else would benefit from reading it?