9 Ways to Have an Effective QBR

Fill out my online form.

Everyone does QBRs differently, but there are some tips that can be shared universally across industries and functions. Companies that have SaaS product offerings are looking to retain their accounts long-term, and optimally, expand them as well. The best way to start that process is to make sure that you’re meeting and possibly passing expectations. After that, focus on keeping the meeting concise and on-track by preparing an outline for the QBR, and appointing a moderator to lead the group through it. Set clear goals and expectations and keep the meetings small and manageable!