The QBR One-Pager

Hi, Markus here. Welcome to a free edition 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.

With out-of-the-box integrations with apps and data warehouses, you can get set up in a snap with no data ingestion. Automate Google Slides, Microsoft PowerPoint, Google Docs, PDF, and emails.

Demonstrating value is one of the most often neglected parts of CSM. Assuming that customers are aware of how much they benefit from working with you is playing with fire.

Even when you believe the value is obvious. Even when customers are supposedly measuring it.

Your QBRs, who are not dead by the way, offer an excellent opportunity to do it but there’s one problem:

What if not all stakeholders can attend them?

The Problem

Companies around the globe are looking to cut their expenses. They are carefully evaluating the ROI on all their investments. Demonstrating value has moved up even further on the must-do list.

As a CSM, that means you got a new type of customer - the CFO. Scheduling a QBR with the users of your product is most likely relatively easy. Maybe you even get their manager to join.

But companies are using dozens, if not hundreds of apps. The odds that the sponsor is not able to attend your QBR are quite high (could be another C-suite member as well).

You need to find a way to demonstrate value to these key stakeholders remotely.

The Solution

Busy executives not only lack time to attend their QBRs. They also don’t have the time to study reports in book size. Creating a QBR One-Pager is the solution to both problems.

In contrast to a full QBR presentation, the one-pager is a high-level touchpoint with summarized key insights. It gives key stakeholders a quick overview of what they need to know to make decisions (in your favor).

Being considerate of their time restraints and tailoring your report to their needs will add lots of positive karma to your belt.

Leverage the power of AI

It’s not necessary to do the heavy lifting by yourself. Simply provide your name, company name, and website URL, and voila, you’ll have your very own AI-generated fully-branded QBR one-pager template to wow your customers.

• Suggested Metrics: Matik will take a look at your company's website and provide ideas for metrics that will make a great case for your product.

• Fully Branded: Matik will pull colors from your company's website and tailor the one-pager using them.

• Ready to Use: Use Matik to personalize and send the one-pagers in a snap, or just get the template in Google Slides or Microsoft PowerPoint.