Quarterly business reviews are powerful resources for CS teams and the customers they serve because they give insight into the value of a product, and they help to make sure goals and strategies are aligned. QBRs should always be data-driven, but often it takes hours upon hours for CS teams to create personalized QBRs for every single account. If you’re looking to streamline and fine-tune the QBR creation process and make sure your presentations resonate with customers every time, be sure to check out our Ultimate QBR Kit — it has everything you need to know, whether you're preparing a full, multi-slide QBR or a concise one-pager. 

Here’s a preview of what’s inside: 

Grade Your QBR Quiz

The first step toward QBR enhancement is to assess your current QBR strategies. Our interactive quiz will help you evaluate the effectiveness and efficiency of your current QBR and identify areas for improvement. 

How to Create Engaging QBRs

In order to capture the attention of stakeholders and communicate product value effectively, your QBR presentations need to be engaging from start to finish. This section of the Ultimate QBR Kit includes actionable tips for how to make your presentations more interesting — including how to tell data-driven stories, how to incorporate visuals, and how to structure your presentation.

Common QBR Mistakes and How to Avoid Them

In this resource, we highlight the most frequent mistakes made during QBR presentations and offer strategies to keep them from happening. From excessive data overload to lack of focus, understanding these common pitfalls will help you deliver more impactful QBRs.

Template: The Essential QBR

A comprehensive QBR presentation requires careful planning and organization. Our Essential QBR template provides a structured, slide-by-slide guide that will help you craft the perfect presentation, with tips and examples of what to include. 

Template: QBR One-Pager

Sometimes, a concise QBR summary is all you need to effectively communicate your progress and goals with customers. Our QBR one-pager template condenses the key elements of a QBR into a single page, enabling you to make complex information more visually engaging and digestible. Use this template as a guide when you’re building your own one-pagers to make sure every key point is highlighted.

____

Leveling up your QBRs requires a data-driven approach and all of the right resources — and this Ultimate QBR Kit is a great place to start. Whether you’re starting from scratch or making tweaks to your existing quarterly business review strategy, our quiz, guides, and templates will make life easier for your CS team so you can focus your efforts on building relationships with customers.

‍