How To: Quarterly Business Reviews / QBRs

Renat ZubayrovRenat Zubayrov


Quarterly Business Reviews or QBRs are strategic meetings held every quarter between a business and its customers. These reviews provide a structured platform for businesses to align their services or products with the evolving needs and objectives of their customers. QBRs offer a focused opportunity for both parties to review the past quarter's performance, address any concerns, and set goals for the upcoming quarter in a form of a success plan. This is an essential tool for every customer success and account manager, independent of the product or industry.

At their core, QBRs are about value creation and relationship building. By conducting these reviews regularly, businesses can ensure that they are continuously delivering on their promises and adapting to their customers' changing requirements. This process involves a detailed examination of key metrics, such as product performance, customer satisfaction, and Return on Investment (ROI), which are critical in evaluating the success of the partnership.

Importance of QBRs in Business Strategy

In today's dynamic business environment, QBRs play a crucial role in maintaining and enhancing customer relationships. They provide a valuable opportunity for businesses to demonstrate their commitment to customer success and to showcase how their products or services contribute to the customer's strategic objectives.

One of the primary benefits of QBRs is the strengthening of partnerships between a business and its customers. By regularly engaging in these discussions, both parties develop a deeper understanding of each other's goals and challenges, fostering a stronger and more collaborative relationship. This mutual understanding is essential for long-term business success and customer retention.

Furthermore, QBRs are pivotal in fostering customer advocacy. Through regular, strategic discussions, businesses can identify and amplify customer success stories, turning satisfied customers into vocal advocates. This shift not only enhances brand reputation but also drives organic growth through referrals and testimonials.

Additionally, QBRs play a vital role in identifying potential problems early on. Regular interactions provide a platform for customers to voice concerns or frustrations, enabling businesses to address these issues proactively before they escalate. This preemptive approach is crucial for maintaining customer satisfaction and loyalty.

In summary, Quarterly Business Reviews are not just administrative exercises; they are strategic meetings that significantly influence the direction and success of customer relationships. By effectively conducting QBRs and prioritizing customer advocacy, businesses can create more positive experiences for their customers, fitting into broader growth and success plans. This approach ensures mutual success, resulting in revenue growth and additional cross-sell or up-sell opportunities.

Benefits of Quarterly Business Reviews

There are 3 main benefits of QBRs:

Strengthening Customer Relationships

One of the most significant benefits of Quarterly Business Reviews is the strengthening of customer relationships. QBRs provide a regular, structured opportunity for businesses to engage with their customers at a deeper level. This continuous interaction helps in building a strong foundation of trust and understanding. Regular QBRs demonstrate a company's commitment to its customers, showing that they are valued and that their success is a top priority. This consistent engagement helps in forging stronger bonds, not just at the operational level but also between executives of both parties, thus deepening the partnership

Showcasing the Return of Investment Case (ROI)

QBRs offer an excellent platform to showcase the Return on Investment (ROI) of a product or service. They allow businesses to present concrete data and evidence of the value they are delivering. This can include performance metrics, success stories, and specific instances where the business's offerings have positively impacted the customer's operations. By highlighting the ROI, businesses can reinforce their value proposition and remind customers of the tangible benefits they receive, which is crucial for contract renewals and long-term retention

Clarifying Business Directions and Objectives

QBRs are instrumental in clarifying and aligning business directions and objectives and establishing a common success plan. They provide a venue for open and honest discussions about the customer's overall health and future plans. This process helps in aligning the business's services or products with the customer's evolving needs and strategic goals. Furthermore, QBRs can aid in identifying areas for improvement and setting clear, actionable objectives for the next quarter. This mutual understanding and alignment of goals are essential for a successful and enduring business relationship

How to prepare to QBR

Proper preparation is crucial for the success of a Quarterly Business Review. It involves a systematic approach to gathering relevant information, setting a comprehensive agenda, and ensuring the right stakeholders are involved. Effective preparation not only facilitates a smoother QBR but also ensures that the meeting is valuable and productive for all parties involved.

Gathering Essential Information and Data

The first step in preparing for a QBR is to gather all the necessary information and data. This includes basic subscription information like the number of licenses, tier levels, and total annual billing. Crucial dates such as contract signing, renewal, and any implementation or training milestones should also be collected. Additionally, it's important to compile strategic information like overall strategic goals, department-specific goals, and key performance indicators (KPIs). This data forms the backbone of the QBR, providing a factual basis for discussions and decisions.

Setting an Effective Agenda

An effective agenda is key to a successful QBR. It should be comprehensive yet focused, covering essential topics such as key metrics (usage, adoption, performance, growth), subscription information, previous sales conversations, critical dates for customer goal achievement, and the client's core organizational goals. The agenda should be structured to facilitate a clear and concise discussion, allowing sufficient time for each topic while ensuring that the meeting remains on track.

Deciding on the Right Participants

Deciding who should attend the QBR is as important as the content of the meeting itself. Key stakeholders from both the business and the client sides should be present. This typically includes the client success manager or account manager leading the meeting, relevant sales executives, and any other team members dedicated to the client. From the client's side, the main point of contact, executives, and key decision-makers should be involved. The presence of these stakeholders ensures that all relevant perspectives are represented and that decisions made during the QBR are comprehensive and actionable.

Executing a Successful QBR

Successfully executing a Quarterly Business Review requires a strategic approach that focuses on effective communication, comprehensive analysis, and forward-looking planning. This chapter outlines the best practices for conducting the review, how to discuss successes and challenges, and the importance of focusing on key metrics and performance indicators.

Conducting the Review: Best Practices

A successful QBR should start with a concise executive summary, highlighting the state of the project and any significant changes since the last review. This sets the stage for a focused discussion. It's crucial to keep introductions brief to maximize time for the main agenda. The meeting should strike a balance between structured presentation and interactive discussion, allowing for a fluid exchange of ideas and feedback. Using visual aids like charts and graphs can help illustrate points more effectively and keep the audience engaged. Additionally, staying strategic and avoiding getting bogged down in too many operational details ensures that the meeting maintains a high-level focus.

Discussing Successes and Challenges

A key component of a QBR is to cover the successes and challenges encountered since the last meeting. It's important to articulate these points clearly, highlighting how challenges were addressed and what steps are planned for unresolved issues. Celebrating successes is equally important as it reinforces positive outcomes and motivates the team. This segment should involve an honest assessment, promoting an environment where both parties feel comfortable sharing and discussing sensitive topics. Being transparent about challenges and taking ownership of them is crucial for maintaining trust and credibility.

Focusing on Key Metrics and Performance Indicators

In the heart of a QBR lies the discussion around key metrics and performance indicators, which should align with the agreed-upon objectives to give a clear picture of the project's health and progress. An essential metric in this context is the 'customer health score'. This score is a composite metric that reflects various aspects of customer engagement, satisfaction, and overall health in relation to your product or service. By including the customer health score in the QBR, businesses can gain deeper insights into their customer's experience, satisfaction levels, and potential risk areas.

The review of these metrics, including the customer health score, should not just present data but also include analysis and insights that guide future strategies and actions. This analysis helps in identifying areas where a customer might need more support or where there are opportunities for further engagement and growth. Focusing on these comprehensive metrics, businesses can have a more holistic understanding of the impact of their collaboration and identify strategic initiatives for continuous improvement and growth.

By incorporating the customer health score into the QBR, businesses ensure a more customer-centric approach, allowing them to proactively address issues and leverage opportunities for strengthening the relationship.

Challenges and Opportunities in QBRs

The effectiveness of a Quarterly Business Review can be significantly influenced by how challenges and opportunities are addressed. This chapter discusses strategies for identifying and tackling potential obstacles, as well as recognizing and capitalizing on opportunities for growth during QBRs.

Identifying and Addressing Potential Obstacles

One critical aspect of a QBR is the identification and management of potential challenges that could hinder the success of the partnership. It is crucial to approach these challenges with transparency and clarity. Discussing unmet goals and the reasons behind them is essential. This should include a candid conversation about any operational, strategic, or external challenges that have impacted performance. It’s equally important to present a plan for overcoming these obstacles, demonstrating commitment to continuous improvement and problem-solving. This process not only builds trust but also ensures that both parties are aligned in their approach to resolving issues.

Recognizing and Leveraging Opportunities for Growth

QBRs are not just about addressing challenges; they are also an opportunity to identify and leverage growth opportunities. During the review, it's important to discuss potential areas where the customer can expand or improve their use of the product or service. This could involve introducing new features, exploring untapped markets, or suggesting strategic initiatives that align with the customer's long-term goals. By proactively identifying these opportunities, businesses can demonstrate their commitment to the customer’s success and help them achieve more significant results. This proactive approach can lead to increased customer satisfaction, loyalty, and potentially, business expansion.

The Role of Key Stakeholders

The success of a Quarterly Business Review largely depends on the involvement and contributions of key stakeholders from both the client and the company. This chapter delves into the roles and responsibilities of these stakeholders in the QBR process.

Involvement of Client and Company Representatives

The QBR is a collaborative process that requires active participation from key representatives of both the client and the company. From the company's side, the Client Success Manager (CSM) or Account Manager typically leads the QBR. They are responsible for preparing the agenda, gathering necessary data, and guiding the discussion during the meeting. Sales executives and other team members who have a direct relationship or role with the client may also be involved, depending on the significance of the account.

On the client's side, it's crucial to have the main point of contact, usually the one who directly uses or benefits from the product or service. Additionally, the presence of executives and key decision-makers from the client's side is essential. Their involvement ensures that strategic decisions and feedback are directly aligned with the client's business objectives and that they have the authority to make or influence decisions during the QBR.

Roles and Responsibilities in the QBR Process

Each stakeholder in a QBR has specific roles and responsibilities that contribute to the effectiveness of the meeting:

  1. Company Representatives (CSM/Account Manager): They are responsible for setting the agenda, presenting data and updates, facilitating discussions, and ensuring that the meeting stays focused on strategic objectives. They should also be prepared to address any questions or concerns raised by the client.
  2. Sales Executives (Company Side): Their role is to provide insights into the business relationship, understand and align with the client's strategic goals, and identify potential upsell or cross-sell opportunities.
  3. Client Representatives (Main Contact/Executives): They should provide feedback on the product or service, articulate their business needs and challenges, and share their strategic goals. Their input is vital in shaping the future direction of the product or service offered.
  4. Decision-Makers (Client Side): These individuals have the authority to make strategic decisions. They should be involved in discussions about contract renewals, expansion opportunities, and long-term partnership strategies.

QBR Best Practices and Tips

To maximize the effectiveness of Quarterly Business Reviews, it's crucial to follow certain best practices and tips. This chapter focuses on creating engaging and interactive presentations, the importance of reviewing and adjusting previous goals, and adopting a customer-centric approach in QBRs.

Engaging and Interactive Presentations

The way information is presented during a QBR can significantly impact its effectiveness. Using visual aids like images, charts, and graphs can help in illustrating complex data and keeping the audience engaged. It's also beneficial to make presentations interactive by encouraging questions, feedback, and discussion throughout the session. This not only keeps attendees engaged but also ensures that the QBR is a two-way conversation rather than a one-sided report. Keeping the presentation focused on high-level strategic issues, rather than getting lost in operational details, is also key to maintaining engagement.

Communicating High-Level Goals to Attract Decision Makers

The involvement of decision-makers in QBRs is crucial for achieving meaningful engagement and ensuring that strategic decisions can be made during the meeting. To attract these key individuals, it's important to communicate high-level goals that resonate with their broader business objectives. This involves framing the QBR not just as a routine check-in, but as a strategic session that addresses critical business outcomes and opportunities for growth.

Reviewing and Adjusting Previous Goals

A critical component of a QBR is the review of goals set in the previous quarter. This involves assessing whether these goals were met, and if not, understanding why. It's important to be flexible and open to adjusting goals based on new insights or changes in the business environment. This adaptive approach shows that the business is responsive to the client's evolving needs and is committed to continuous improvement. This process is essential for maintaining relevance and ensuring that the efforts are aligned with the client's current objectives

Customer-Centric Approaches in QBRs

Adopting a customer-centric approach in QBRs means putting the customer's needs and experiences at the forefront of the discussion. This involves tailoring the QBR content to reflect the customer’s specific goals, challenges, and feedback. Listening to the customer's perspective and incorporating their input into the strategy is crucial. Furthermore, demonstrating how your products or services are adapting to meet their changing needs can significantly enhance customer satisfaction and loyalty. By focusing on the customer, businesses can ensure that the QBRs are not just informative but also instrumental in strengthening the relationship


Quarterly Business Reviews (QBRs) are more than just regular check-ins; they are strategic tools crucial for nurturing and strengthening customer relationships. As we've discussed, QBRs provide a platform for businesses to align their services or products with their customers' evolving needs, demonstrate their value, and strategize for future growth. The benefits of QBRs, such as enhancing customer engagement, showcasing ROI, and aligning business objectives, are pivotal for long-term success and customer retention.

Through proper preparation, including gathering relevant data, setting an effective agenda, and ensuring the participation of key stakeholders, QBRs can be transformed into powerful sessions that drive mutual growth. The role of engaging presentations, the importance of reviewing and adjusting goals, and a customer-centric approach further maximize the effectiveness of these reviews.

The key to a successful QBR lies in its execution — maintaining a balance between a well-structured agenda and the flexibility to address the dynamic needs of the customer. Including decision-makers in these meetings ensures that strategic decisions are made and aligned with the customer's broader business goals, leading to more effective and fruitful partnerships.

To continually reap the benefits of QBRs, it is recommended to:

  • Stay adaptable and responsive to the changing needs and objectives of customers.
  • Keep the presentations engaging and focused on strategic rather than operational details.
  • Regularly involve decision-makers to ensure alignment and reduce surprises.
  • Always aim to understand and prioritize the customer's perspective, making the QBR a valuable experience for them.

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