Blog - To QBR or Not to QBR

Heather Wendt
Heather Wendt HLAdmin, Member Posts: 315 Gain Grow Retain Staff
GGR Staff 5 Likes First Anniversary 5 Insightfuls

This week Melissa Hatter (Enterprise CS Team Leader at Stripe) talks about shifting the focus of the QBR from what YOU have done (how our work has helped the customer meet goals, etc.) to what THEY have done using your product. She shares three tips to make your QBRs more effective.

  1. Take the 'Q' out of QBR - your customers are not the same, therefore your meeting cadence shouldn't be either. Make it work for both of you!
  2. Prepare and be aware - make sure you are focused in on your customer's objectives as well as your own internal objectives so your meetings are impactful.
  3. Have the right people in the room - a meeting without the necessary stakeholders is a waste of time and effort.

In Melissa's blog, she takes a deeper dive into each of these to help shore up these three areas, making sure that any QBR you are hosting is one that moves the needle for both of you!

Read Melissa's blog here.

  1. How have you implemented some of these practices into your QBRs already?
  2. What are some other ways you have changed the focus of the QBR from your org to their needs?


  • timCX2022
    timCX2022 Member Posts: 3 Navigator
    First Anniversary Photogenic First Comment
    What if the biggest hangup of doing this well is because the name is vague and meaningless? QBR comes from old-school (90s-era) professional services. What if we changed the name to Realignment?

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