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Prepare for a QBR

A one-page draft for every customer review: wins, gaps, risks and an agenda.

Weekdays at 8:00
Doc

QBR draft: Fernhill Studio, Thursday 14:00

Covers 1 July to 30 September.

  • Wins: weekly active users went from 18 to 27, and support runs scheduled reports on its own
  • Gaps: 2 of 6 invited admins have made a report. The CRM connection from the kickoff was never finished
  • Risks: renewal on 1 December. Anouk's sponsor moved teams in September
  • Open from last time: the training for the sales team

Agenda:

  1. Results since July (10 min)
  2. Finish the CRM connection (15 min)
  3. Renewal and a second team (15 min)
  4. Goals for next quarter (10 min)

For you only: the renewal risk and the sponsor change.