As a CSM, understanding the difference between a QBR deck and a QBR one-pager is key to effective customer communication. A QBR deck provides a comprehensive look at performance metrics, trends, and strategic goals, making it ideal for detailed presentations and in-depth discussions. In contrast, a QBR one-pager offers a concise summary of key data, delivering insights in a quick, easily digestible format.

Knowing when to use each format allows you to tailor your approach based on the customer’s needs and preferences. This flexibility ensures that essential information is shared efficiently, fostering stronger relationships and trust by delivering the right insights at the right time.

QBR Deck

A QBR deck is presented during a quarterly meeting with managers of product users and product administrators. This deck will highlight key metrics and outcomes that are relevant to the customer’s goals in a comprehensive presentation. The slides included in the deck may feature an executive summary, account overview, usage overview, industry comparisons, ROI key takeaways, and recommendations. The Customer Success Manager (CSM) presenting the deck will have a prepared talk track to address real-time questions and provide clarification as needed. A QBR meeting requires trust to be established to get the customers to attend this meeting.

QBR One-Pager

A QBR one-pager is an overview shared via email as a personalized attachment, offering a high-level summary of usage and ROI. This document highlights key usage and ROI metrics, along with relevant recommendations. It may include benchmarking data, ROI insights, usage statistics, and adoption recommendations. The significance of a one-pager lies in its ability to stand alone and be correctly interpreted by recipients without assistance. A well-crafted one-pager can help build trust and encourage customers to attend the QBR meeting.

Understanding the distinction between a QBR deck and a QBR one-pager is essential for effective communication with customers. By leveraging each format appropriately, Customer Success Managers can ensure that information is conveyed efficiently, addressing customer needs and preferences. This tailored approach not only enhances clarity but also fosters stronger relationships and trust with clients.

Click here to access the QBR one-pager creator for free.