Gainsight: The #1 Rated Customer Success Platform
Overview:
Quarterly Business Review (QBR) refers to a strategic and structured meeting held quarterly between a customer success manager and their client. The purpose of a QBR is to review the performance, achievements, and challenges of the client over the past quarter and collaboratively plan for the upcoming quarter. Gainsight's QBR functionality facilitates the organization and presentation of key data, metrics, and insights to make these meetings more productive and insightful.
1. Let's start by visiting the Gainsight Website.
2. Next, navigate to the 'Resources' menu on the homepage.
3. Under 'Resources', find and choose 'Essential Guides'.
4. Look for 'Quarterly Business Reviews (QBRs)' in the list and select it.
5. Now, let's learn by choosing the 'What is a Quarterly Business Review?' topic.
6. Next, select 'What to Include in Your QBR' for comprehensive insights.
7. Then, learn how to measure success by clicking on 'How to Calculate a Customer Health Index'.
8. To avoid pitfalls, please choose 'How to Avoid Common QBR Mistakes' next.
9. Finally, weigh the options with 'Pros and Cons of Using a QBR Template'
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