To QBR or not to QBR? [OnDemand]


Are Quarterly Business Reviews (QBRs) an effective way of engaging with customers? Or are they now an outdated method?

It’s the hottest topic in the customer success world, so we’re bringing together a panel of experts to discuss the relevance and effectiveness of QBRs in today's customer success landscape.

Catch the replay of our live session to get actionable takeaways on how to optimize your customer success strategy, provide tailored value to your customers, and leverage data to create hyper-personalized content that resonates with your audience.

Whether you are a seasoned customer success leader or just starting out in the field, this discussion will provide valuable insights to help you make informed decisions about the future of QBRs in your customer success approach.

Key takeaways:

  • The pros and cons of conducting QBRs
  • The elements of an effective QBR
  • Alternate strategies for engaging with customers
  • The role of data in personalizing customer interactions

Meet your expert hosts...

Jan Young Founder and CCO of JanYoungCX Jan is an award-winning Customer Success leader who has transformed CS leaders into award winning executive leaders. She has served as VP Client Services for two successfully exited startups.
Bob London Founder & Chief Listening Officer at BobLondon.co Bob London is a customer discovery and listening expert who teaches companies how to have more strategic and revealing customer conversations that drive engagement, insights and revenue.
David Leibell Manager, Account Management at Matik David currently leads the Account Management team at Matik. Previously, he held roles as a Sales Executive at eMarketer, a Customer Success Manager at Salesloft, and a Strategy Consultant at Salesloft.
Matt Sullivan Technical Account Manager at Matik Matt has over seven years of experience in Customer Success. With expertise in customer relationship management, product adoption, and data analysis. Matt is skilled at driving value for clients and organizations alike.


Pssst...Wanna find out more about QBRs? We've got a free eBook that would be right up your street.

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