Quarterly review (QBR)
Review last quarter's value, usage and support with a customer and agree on next quarter's goals and joint actions, setting up renewal and growth.
Prompt
Prepare a Q3 quarterly business review from a collaboration SaaS vendor to a regional grocery chain customer. Purpose: show the customer's leadership the real value delivered last quarter and agree on goals for next quarter. Requirements: review the goals agreed at the last QBR one by one, quantify value in the customer's own business metrics with baselines and sources, show active usage, feature adoption and rollout by store, summarize tickets and response times, cover the status of their feedback and relevant roadmap items, and close with shared goals for next quarter, joint action items and asks for the customer. Center it on their business, in a candid, professional tone.
- Source
- Ofox
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