You will get a quarterly business review program for your customer success team
You will get a quarterly business review program for your customer success team
Project details
You will get a documented resource as a “playbook” for creating and managing a quarterly business review (QBR) program with your top customers. Deliverables include agenda guidance for each QBR, how and where to document the reviews, and how to build strategic action plans to solve for your customers’ needs following the business review to ensure high customer retention.
Project Type
Project Management, Customer SupportWhat's included $1,500
These options are included with the project scope.
$1,500
- Delivery Time 10 days
- Number of Revisions 2
About Cole
Customer Success and Post-Sales Builder and Leader
Oak Park, United States - 7:30 am local time
As a decisive and results-driven leader, I operate with three guiding principles in mind:
•Servant Leadership: a leader’s duty is to serve, to provide the tools needed to be successful
•Business Process Improvement: understand problems at their core through root cause analysis and build solutions to address them at their roots; always find opportunities to get better
•Customer-Centric: understand what customers need to achieve, creatively build paths to achieve those objectives
Skills: Customer Success, Retention, Implementation, Customer Service, Account Management, Supply Chain, Logistics, eCommerce, Fulfillment, Sales, Technology, SaaS, Software, Business Strategy and Development
Steps for completing your project
After purchasing the project, send requirements so Cole can start the project.
Delivery time starts when Cole receives requirements from you.
Cole works on your project following the steps below.
Revisions may occur after the delivery date.
Discovery
Deep-dive conversation to understand your organization's products and services, your technology/software stack, and what's going well and what isn't in customer relationships.
Strategic Action Plan
Following Discovery, I will outline a plan to build or overhaul your quarterly business review program to ensure regular, consistent, and effective communication with customers and improve retention.