qbr-planninglisted

# QBR Planning ## Overview A QBR is not a status update — it is a strategic alignment meeting that demonstrates value delivered, aligns on future priorities, and sets the stage for expansion. This skill builds QBR templates that executives want to attend because they see clear ROI from the relationship. ## When to Use - "Plan a QBR" - "Prepare for an executive business review" - "Build a QBR deck" - "Document value for a customer" - "Structure a quarterly review" ## Authoritative Foundations Gainsight QBR methodology: QBRs should cover value realized, value roadmap, and strategic alignment — not product updates. Winning by Design Bowtie metrics: frame expansion within the customer's lifecycle, not your quota. ## Step-by-Step Process ### Phase 1: Pre-QBR Preparation Gather: usage metrics, support history, NPS/CSAT trends, expansion signals, stakeholder map, competitor activity. Document value delivered in their language — not your feature names. ### Phase 2: QBR Structure 1. Executive Summary — value delivered this quarter, in their words 2. Metrics Review — adoption, usage, outcomes achieved vs. goals 3. Success Stories — wins since last QBR 4. Strategic Alignment — how this maps to their company priorities 5. Roadmap Preview — what's coming, how it benefits them 6. Expansion Opportunity — logical next steps, not a sales pitch 7. Action Items — mutual commitments for next quarter ### Phase 3: Delivery 60 minutes: 40 min presentation, 20 min discussion. Send deck 24 hour