[{"data":1,"prerenderedAt":65},["ShallowReactive",2],{"blog-post-what-is-quarterly-business-review":3},{"post":4,"recommendedBlogs":42,"chosenCategory":32,"safeJson":64,"isDynamic":12},{"id":5,"uuid":6,"title":7,"slug":8,"html":9,"comment_id":10,"feature_image":11,"featured":12,"visibility":13,"created_at":14,"updated_at":15,"published_at":16,"custom_excerpt":17,"codeinjection_head":18,"codeinjection_foot":18,"custom_template":18,"canonical_url":19,"authors":20,"tags":28,"primary_author":35,"primary_tag":36,"url":37,"excerpt":17,"reading_time":38,"access":39,"comments":12,"og_image":18,"og_title":7,"og_description":17,"twitter_image":18,"twitter_title":18,"twitter_description":18,"meta_title":40,"meta_description":41,"email_subject":18,"frontmatter":18,"feature_image_alt":18,"feature_image_caption":18},"6a348566a7148700019806be","ba1fa94b-5b66-4cc1-ba36-26180e6ddf65","What is Quarterly Business Review (QBR) and How does it help Your Customer Education Strategy?","what-is-quarterly-business-review","\u003Cp>Once there was a B2B SaaS company; let's call them 'TechB\u003Cem>\u003Cem>.' \u003C\u002Fem>\u003C\u002Fem>They had a great product, and their customers seemed to be satisfied. However, there was a feeling that they could do better. The Customer Success Manager, Sarah, decided to hold a Quarterly Business Reviews (QBR) meeting with one of their biggest customers.\u003C\u002Fp>\u003Cp>During the meeting, Sarah discovered that there were certain features of the product that the customer was not aware of. She also realized these features could greatly benefit their business.\u003C\u002Fp>\u003Cp>By providing the necessary education during the QBR, Sarah was able to increase the customer's usage of the product. Moreover she was able to improve their overall satisfaction. The customer was so pleased with the results that they decided to upgrade to a higher-priced version of the product. This in turn increased revenue for TechB*.\u003C\u002Fp>\u003Cp>Now you might wonder what is QBR. And most importantly, how can you benefit from it the way TechB did?\u003C\u002Fp>\u003Cp>Well, this is what this article is about. Let's get started.\u003C\u002Fp>\u003Ch2 id=\"what-is-qbr\">What is QBR?\u003C\u002Fh2>\u003Cp>A Quarterly Business Review (QBR) is a meeting that happens every three months between a business and its customer or partner.\u003C\u002Fp>\u003Cp>The purpose of the Customer success QBR meeting is to review how the business's product or service has helped the customer's business. It is a meeting to discuss any improvements that can be made to the business.\u003C\u002Fp>\u003Cp>The Customer Success QBR meeting is usually led by someone from the \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fcustomer-success-managers\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">Customer Success Team\u003C\u002Fa>. Their job is to make sure the customer is happy and stays with the business.\u003C\u002Fp>\u003Ch2 id=\"why-is-qbr-important-for-your-customer-education-strategy\">Why is QBR Important for Your Customer Education Strategy?\u003C\u002Fh2>\u003Cp>QBR process is a vital piece of a comprehensive customer education strategy for several reasons.\u003C\u002Fp>\u003Ch3 id=\"1-provides-an-opportunity-to-assess-customer-knowledge\">1. Provides an Opportunity to Assess Customer Knowledge\u003C\u002Fh3>\u003Cp>Customer education aims to make sure that customers know how to use the products and services they have. QBR sessions with customers can help you check how much your customers understand and find areas where they need more help.\u003C\u002Fp>\u003Cp>By going over customer progress and answering questions during QBRs, you can help your \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fproduct-adoption-help-users-love-your-product-more\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">customers adopt the product\u003C\u002Fa> faster and better.\u003C\u002Fp>\u003Ch3 id=\"2-helps-to-build-trust-and-rapport-with-customers\">2. Helps to Build Trust and Rapport with Customers\u003C\u002Fh3>\u003Cp>QBRs are an excellent opportunity for you to strengthen your bond with the customers. By showing an interest in the customers' success, you can build trust and rapport, leading to increased loyalty and retention.\u003C\u002Fp>\u003Cp>Additionally, by providing training materials and tips during QBRs, you can demonstrate your expertise and establish yourself as a trusted advisor.\u003C\u002Fp>\u003Ch3 id=\"3-enables-you-to-gather-valuable-feedback\">3. Enables You to Gather Valuable Feedback\u003C\u002Fh3>\u003Cp>In QBRs, you can ask your customers for feedback on their experiences with your products. This feedback is vital for finding areas to improve, addressing customer concerns, and \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002F5-ways-to-improve-customer-experience\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">making the overall experience better\u003C\u002Fa>. This will make your customers happier with your product.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fwww.salesforce.com\u002Fin\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">Salesforce\u003C\u002Fa>, a leading CRM software provider, is a great example of this. The company uses QBRs to help customers align their business goals with their products and services. During the QBR, the account manager gathers feedback on improvement and provides an overview of the customer's performance metrics.\u003C\u002Fp>\u003Ch3 id=\"4-provides-an-opportunity-to-upsell-and-cross-sell\">4. Provides an Opportunity to Upsell and Cross-Sell\u003C\u002Fh3>\u003Cp>During QBRs, you can talk to your customers about new products and features. By letting them know about these offerings, you may be able to sell them more things or offer complementary products.\u003C\u002Fp>\u003Cp>For instance, if a customer is using the basic version of your product, you can use a QBR to explain why upgrading to a more advanced version is a good idea. This will help you make more money and help your customers improve their key performance indicators (KPIs).\u003C\u002Fp>\u003Cp>To dive deep into how can you achieve this, refer to the following article on \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fhow-can-customer-training-boost-upselling-and-cross-selling\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">How Customer Training Can Boost Upselling and Cross-selling\u003C\u002Fa>.\u003C\u002Fp>\u003Ch3 id=\"5-helps-to-identify-new-opportunities-for-growth\">5. Helps to Identify New Opportunities for Growth\u003C\u002Fh3>\u003Cp>Finally, QBRs help you find new growth opportunities. By discussing your customers' goals, you can identify new products and services that could help them.\u003C\u002Fp>\u003Cp>Additionally, by reviewing customers' experiences with your products over time, you can identify new action items and improvements that could improve your products' value. This will help to ensure that you remain relevant and competitive over time.\u003C\u002Fp>\u003Ch2 id=\"how-to-incorporate-qbr-into-your-customer-education-strategy\">How to Incorporate QBR into Your Customer Education Strategy\u003C\u002Fh2>\u003Cp>To incorporate QBR into your \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fblog\u002F5-ways-to-improve-customer-education-strategy-in-b2b-saas\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">customer education strategy\u003C\u002Fa>, consider the following steps:\u003C\u002Fp>\u003Ch3 id=\"1-schedule-qbr-meetings-in-advance\">1. Schedule QBR Meetings in Advance\u003C\u002Fh3>\u003Cp>Plan QBR meetings with your customers every three months to review their progress and talk about any problems they have. Schedule the meetings ahead of time so that everyone can attend.\u003C\u002Fp>\u003Ch3 id=\"2-develop-an-all-inclusive-agenda\">2. Develop an All-Inclusive Agenda\u003C\u002Fh3>\u003Cp>It is vital to develop an agenda that includes several aspects of your customer success. For instance, the agenda can cover the following.\u003C\u002Fp>\u003Cul>\u003Cli>Review of the customer's progress.\u003C\u002Fli>\u003Cli>Identify any challenges or issues the customers face.\u003C\u002Fli>\u003Cli>Discuss strategies to overcome challenges.\u003C\u002Fli>\u003Cli>Educate customers on new products and features.\u003C\u002Fli>\u003Cli>Identify upsell opportunities.\u003C\u002Fli>\u003Cli>Review customer success metrics.\u003C\u002Fli>\u003C\u002Ful>\u003Ch3 id=\"3-focus-on-the-customer-s-goals\">3. Focus On the Customer's Goals\u003C\u002Fh3>\u003Cp>During the QBR meeting, it is important to focus on what your customers strive to achieve. Take into account their high level goals for the short and the long term.\u003C\u002Fp>\u003Cp>By knowing the customer's goals, you can identify areas where you can add value and help the customer achieve success. This approach fosters a customer-centric partnership that is essential to achieving customer success.\u003C\u002Fp>\u003Ch2 id=\"qbr-is-your-need-of-the-hour\">QBR is Your Need of the Hour\u003C\u002Fh2>\u003Cp>QBRs are useful to help customers succeed. By being proactive in understanding the customer's goals and objectives, you can show that you are invested in their success and build a strong partnership.\u003C\u002Fp>\u003Cp>While there are several agendas for a QBR, you should prioritize customer feedback and education. They'll enable you to know your customers better and eventually, help them.\u003C\u002Fp>\u003Cp>To get started, you can leverage Trainn's customer education modules. Our \u003Ca href=\"https:\u002F\u002Ftrainn.co\u002Fsolutions\u002Fcustomer-training-platform\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">customer training platform\u003C\u002Fa> is designed to help you enable your customers to get the most out of your products and services.\u003C\u002Fp>\u003Cp>\u003Ca href=\"https:\u002F\u002Fapp.trainn.co\u002Fsign_up\u002F?ref=blog-api.saastube.io\" rel=\"noopener noreferrer\">Sign up\u003C\u002Fa> today to start delivering effective and engaging training to your customers.\u003C\u002Fp>","64a591191c2fd7062ba90ec1","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2023\u002F07\u002Fuser-review-01-01.png",false,"public","2023-07-05T15:49:45.000+00:00","2023-10-26T13:06:17.000+00:00","2023-07-05T15:52:15.000+00:00","Find out why Quarterly Business Reviews (QBR) are crucial in your customer education strategy. Discover the benefits of QBR and how to implement it effectively.",null,"https:\u002F\u002Ftrainn.co\u002Fblog\u002Fwhat-is-quarterly-business-review\u002F",[21],{"id":22,"name":23,"slug":24,"profile_image":25,"cover_image":18,"bio":26,"website":18,"location":18,"facebook":18,"twitter":18,"threads":18,"bluesky":18,"mastodon":18,"tiktok":18,"youtube":18,"instagram":18,"linkedin":18,"meta_title":18,"meta_description":18,"url":27},"6a348563a714870001980624","Sinduja Krishnakumar","sinduja","https:\u002F\u002Fblog-api.saastube.io\u002Fcontent\u002Fimages\u002F2023\u002F03\u002FScreen-Shot-2023-03-31-at-7.41.15-PM.png","I am an AI slayer who Batmans her way to humanize content with the help of algorithms and SEO. Currently revamping customer education with Trainn.","https:\u002F\u002Fblog-api.saastube.io\u002Fauthor\u002Fsinduja\u002F",[29],{"id":30,"name":31,"slug":32,"description":33,"feature_image":18,"visibility":13,"og_image":18,"og_title":18,"og_description":18,"twitter_image":18,"twitter_title":18,"twitter_description":18,"meta_title":18,"meta_description":18,"codeinjection_head":18,"codeinjection_foot":18,"canonical_url":18,"accent_color":18,"url":34},"6a348564a714870001980644","Customer Education","customer-education","Customer education empowers individuals to make informed decisions and extract maximum value from products and services. These blogs would help you spot different ways of doing so.","https:\u002F\u002Fblog-api.saastube.io\u002Ftag\u002Fcustomer-education\u002F",{"id":22,"name":23,"slug":24,"profile_image":25,"cover_image":18,"bio":26,"website":18,"location":18,"facebook":18,"twitter":18,"threads":18,"bluesky":18,"mastodon":18,"tiktok":18,"youtube":18,"instagram":18,"linkedin":18,"meta_title":18,"meta_description":18,"url":27},{"id":30,"name":31,"slug":32,"description":33,"feature_image":18,"visibility":13,"og_image":18,"og_title":18,"og_description":18,"twitter_image":18,"twitter_title":18,"twitter_description":18,"meta_title":18,"meta_description":18,"codeinjection_head":18,"codeinjection_foot":18,"canonical_url":18,"accent_color":18,"url":34},"https:\u002F\u002Fblog-api.saastube.io\u002Fwhat-is-quarterly-business-review\u002F",4,true,"Maximizing Customer Education Strategy with QBR","Discover the QBR benefits and gain insights on how you can implement it effectively. Leverage Trainn's customer education platform for your customers now!",[43,50,57],{"id":44,"slug":45,"created_at":46,"feature_image":47,"title":48,"excerpt":49},"6a348566a714870001980739","16-must-follow-customer-educators-in-2025","2025-03-03T15:42:36.000+00:00","https:\u002F\u002Fblogimages.trainn.co\u002F2025\u002F03\u002FBlog-Customer-Educators-1.png","16 Must Follow Customer Educators in 2025","Discover 16 experts driving innovation in customer education. From VILT specialists to AI pioneers, these thought leaders are sharing insights that will boost your professional growth in 2025.",{"id":51,"slug":52,"created_at":53,"feature_image":54,"title":55,"excerpt":56},"6a348566a7148700019806da","ai-video-generator-streamlining-saas-customer-education-content-3","2024-02-14T08:49:32.000+00:00","https:\u002F\u002Fblogimages.trainn.co\u002F2024\u002F04\u002FAI-Video-Generator-Streamlining-SaaS-Customer-Education-Content-cover-image.png","AI Video Generator: Streamlining SaaS Customer Education Content","Learn how AI-generated videos elevate customer training, offering limitless customization, higher engagement, and significant cost savings.",{"id":58,"slug":59,"created_at":60,"feature_image":61,"title":62,"excerpt":63},"6a348566a7148700019806d7","promoting-product-adoption-using-social-learning-2","2023-10-12T13:48:36.000+00:00","https:\u002F\u002Fblogimages.trainn.co\u002F2023\u002F10\u002FProduct-Adoption-Image.jpg","Promoting Product Adoption Using Social Learning","What is product adoption and why is it the buzzword in the global B2B SaaS industry? How does social learning help promote product adoption? Read on to know more.","",1793803869095]