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Baylor24

Senior Account Executive

Executive
Fire Starter
Good Citizen
+2

Customer QBR’s

For those of you who have customers that spend between $200k - $1M how often are running QBR's with your customers? Assuming you have regular calls, do you find these QBR's successful? What are your best practices that you find help
🧠 Advice
👨‍❤️‍💋‍👨 Customer Care
😎 Sales Skills
10

15 comments

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CuriousFox
WR Officer
7
🦊
Quarterly? 😏
TennisandSales
Politicker
1
Head Of Sales
😂😂😂😂
Diablo
Politicker
1
Sr. AE
😹
Pachacuti
Politicker
1
They call me Daddy, Sales Daddy
exactly.
braintank
Politicker
3
Enterprise Account Executive
savage
antiASKHOLE
Tycoon
1
Bravado's Resident Asshole
LMAO I was like "it's in the name..."
SADNESSLieutenant
Politicker
1
Officer of ♥️
LMAOOOOOOOOO
TennisandSales
Politicker
5
Head Of Sales
i dont run QBRs that is normally a customer success task. Sometimes i feel like i SHOULD but, i dont need another thing to do.
Coastal_crusher
Politicker
5
Sales Director
I do these for my closed accounts but agree with others that an AM/CSM should lol.

At a very high level my agenda goes
1. What’s new on your (company) end / roadmap
2. Review action items from last QBR
3. How are we doing (is my product living up to my word or did I listen to marketing too much?)
4. Our company roadmap (opportunity to pitch any sort of expansion)
5. AOB
Diablo
Politicker
4
Sr. AE
Our CSM does every quarter just to make sure the clients are updated with any upcoming launches, releases. It’s important for them as many a times there is a growth opportunity but some features are the roadblock (as an example) and releasing is an opportunity for both of us.
Sunbunny31
Politicker
3
Sr Sales Executive 🐰
Changed QBR to SBR (Strategic) to accommodate those customers who don't want to meet quarterly.

Our CSMs run them, but the EAE will have a role if there's room for growth that makes sense for the company in their strategy.
Kosta_Konfucius
Politicker
1
Sales Rep
The csm typically handles, not sure about the freq
activity
Politicker
0
VP, Business Development
Quarterly...
punishedlad
Tycoon
0
Business Development Team Lead
Gotta be honest, I don't know what a QBR is.
FinanceEngineer
Politicker
0
Sr Director, sales and partnerships
I do QBRs for my $1MM+ ARR customers. Just making sure that they are happy.

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