The Difference between QBR and EBR

The Difference between QBR and EBR

🗓 May 11, 2022    In Value Proposition

If you’re considering conducting a quarterly business review (QBR) or an executive business review (EBR). The first step is to ask yourself what to discuss and what strategies you should adapt to deliver value to your customers. To ensure continued growth and success, start by deciding which business review will be ideal for your business. 

What is a Quarterly and Executive Business Review? And How does it work?

A Quarterly Business Review or QBR is a quarterly evaluation with customers or partners. It is an opportunity to discuss their business and deliver more value. This is an important part of a Customer Success Manager’s responsibility to deliver the client’s business outcomes.

QBR focuses on specific projects that consider achievements, priorities, and alignments of outcomes. Its main goal is to present the short-term product roadmap and review the key product features based on specific project goals. It emphasizes that the rate of return on investment should be identified by purchasing a company’s products and services and if the products & services can meet the specific project needs of the customer. 

An Executive Business Review or EBR is an annual meeting where high-level executives discuss where the partnership between the two companies stands. The purpose of the EBR is to provide a regular point of contact between the client’s key business decision-makers and their peers to re-align on long-term vision and business goals.

To help you fully understand the difference between QBR and EBR, please refer to the infographic below. This serves as a guide before conducting a meeting and business review.

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How can CSM Practice Help!

If you plan to conduct a Quarterly Business Review (QBR) or an Executive Business Review (EBR), our well-rounded team is here to help you design, develop and optimize both. 

Take it to the next level! Ask CSM Practice about the services we offer and learn how we can help you optimize your Customer Success strategy.

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