Templates + Best Practices for BoB QBRs with CSMs?
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Lauren Kennedy
Member Posts: 1 Navigator 
We're doing our first round of internal QBRs with our CSMs to review their books of business and would love to see if anyone here has a template they have used and/or best practices for the sessions that they've found successful.
We're thinking: One slide on overall BoB, then a 2x2 prioritizing customers based on expansion or saving, high points / low points across the quarter, then one account deep dive.
Specifically for the account deep dive are there specific templates / topics you've found to be particularly insightful?
We're thinking: One slide on overall BoB, then a 2x2 prioritizing customers based on expansion or saving, high points / low points across the quarter, then one account deep dive.
Specifically for the account deep dive are there specific templates / topics you've found to be particularly insightful?
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