Sales
Quarterly Business Review Preparation
Customer Success QBR preparation workflow: customer health pull, usage and adoption metrics, support trends, renewal forecast, slide build, internal review, and post-meeting action items.
13steps
12connections
Process steps
1
Pull Customer Health Data
CSM · Gainsight
2
Pull Usage and Adoption Metrics
CSM · Mixpanel + Pendo
3
Pull Support Ticket Trends
CSM · Zendesk Explore
4
Pull Renewal Forecast
CSM · Salesforce
5
Build QBR Slide Deck
CSM · Gamma + Google Slides
6
Identify Expansion Opportunities
CSM + AE · Salesforce
7
Schedule QBR Meeting
CSM · Calendly
8
Internal Review with AE and Sales Manager
CSM + AE + Sales Manager · Slack + Zoom
9
Conduct QBR with Customer
CSM + AE · Zoom
10
Document Outcomes and Action Items
CSM · Notion + Salesforce
11
Action Items Assigned and Tracked
CSM · Asana + Salesforce
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