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Strategic CS Labs/Leading Engaging, Value-Rich Business Reviews
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  • $149

Quarterly Business Reviews | How To Make Them Engaging And Valuable For Your Clients

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What you'll learn

In this course, you'll learn how to run business reviews that keep your clients engaged and clearly show the value you're delivering. We'll cover practical steps to prepare for each meeting, ask the right questions, and focus on what matters most to your clients. You'll walk away with simple strategies to keep your QBRs focused, useful, and worth everyone's time—helping you strengthen relationships, address challenges, and drive results.

Sneak peek

Course Curriculum

Welcome!

Hello + Overview | Start Here 📍

Defining Our Approach To Engaging, Value-Rich Business Reviews

Why We Do Business Reviews & Their Challenges
Let's Get Clear On The Purpose Behind Why We're Doing Business Reviews
Shifting From "Me" to "Them" For Value
The Quick & Easy Framework You'll Always Use For Your Business Reviews
Wait... Business Reviews Aren't Always The Right Tool 🛑

All About Your Clients & The Business Review

Who Could (& Should) Be On Your Business Review?
Let's Take A Closer Look at Your Client Stakeholders
Get To Know Your Client Stakeholder: The Buyer
Get To Know Your Client Stakeholder: The Decider
Get To Know Your Client Stakeholder: The User
Why Aren't Your Clients Showing Up To Your Business Reviews?
They Care About What Resonates With Them | How To Do The Persona Research

Your Business Review Game Plan

Getting Clear On BR Goal (Not The Same As Purpose)
How To Actually Make It Engaging
Example Questions to Ask Each Stakeholder To Keep Them Engaged
Pinpointing The Value Of Your Tool/Service So You Can Confidently Communicate It
How To Calculate ROI (And When ROI Isn't The Right Path)
How To Make Your Data Tell an Engaging Story
The Different Data Points You Can (& Should) Use During Your BR
Using Data: Industry Report.mp4
Usage & Adoption Metrics _ Strategic CS Labs (2).xlsx
Data Storytelling Framework (For CS Professionals)
What To Do If You Don't Have All The Data You Need
Preparing For Obstacles & Challenges
Outline The Path Forward (Before The BR)
Will You Need Backup?

Translating Your Plan Into Action

Before the QBR | Step 1: Collaborate
Before The BR | Step 2: How Will You Structure the QBR
Before The BR | Step 3: Plan Your Questions
Before The BR | Step 4: Pick The Format
Before The BR | Step 5: Call Out Clear Next steps & Owners
During The BR | Confidently Leading The Conversation
Template: Follow Up Email
After The BR | The Follow Up Email
How To Measure The Effectiveness Of Your Business Reviews

Extra! Your Business Review Template

Template: Google Slides Business Review Template
Presentation Template Walkthrough

You're Done!

Outro.mp4

Instructor

Meet Diana

"Over the years, I've worked with over 100 Customer Success departments as a Customer Success Manager, Consultant, and Coach. I've seen what works (and what doesn't), and I'm a huge fan of sharing actionable insights CS professionals can apply immediately!"

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