Quarterly Business Review Template - QBR Template - Customer Success Management
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Transcript of Quarterly Business Review Template - QBR Template - Customer Success Management
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Quarterly / Executive Business Review
Template
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Quarterly / Executive Business Review Purpose
Gainsight SuccessGainsight ServicesYou
Set/Review Our Goals
Create SpecificAction Plan
Measure and Drive Results
Define Measurement
Quarterly process designed to maximize the return on your investment
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Delivery & ROI
Delivered to Date
• XYZ
• XYZ
• XYZ
ROI
• XYZ
• XYZ
• XYZ
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What’s Remaining in SOW
• Data• XYZ
• Functionality• XYZ
• Other Capabilities• XYZ
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GoalsGoal/Impact Tactics Outputs Outcomes Measurement
Short term
Long term
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Recommendations
• Q3’14• XYZ
• Q4’14• XYZ
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Summary & Next Steps
• Send meeting summary and slides and goals
• Schedule next Exec Business Review
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Your Success Solution
Quarterly Success ReviewDesignated CSM Semi-annual Customer
Success BenchmarkingCUSTOMER
SUCCESS
ONBOARDING
Annual Customer Success Assessment Workshop
Load Historical Adoption
Configure
Home DashboardsAlerts
Admin & End-user TrainingConcierge for 1st SurveyConcierge for 1st Exec Meeting
Set Up
Workflow & PlaybooksEvents & Milestones
Scoped with Services
Additional Admin Training
Product A Product B Product CGet all Product A services
PLUSGet all Product B services
PLUS
Ongoing AdoptionConfigure
Support ViewSales View
Health Scorecards
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Product Roadmap
• Placeholder for your roadmap slides