At Skilljar, we spend a lot of time thinking about customer onboarding and success. Even after our customers have successfully launched on the Skilljar platform, there are many reasons why we'd like to stay in close touch.
Earlier this year, we started doing proactive Quarterly Business Reviews (QBRs) with select customers who are "post-launch" with Skilljar. These 60-minute sessions are an opportunity for us to learn more about our customers' upcoming business goals, get feedback on our product roadmap, and share best practices.
This post describes the typical agenda and template that Skilljar uses for our QBRs. Major kudos to the Preact team who created the master template that we use, and is freely available here: http://blog.preact.com/nail-your-next-quarterly-business-review-template
Tags: Customer Success