
The QBR Hero
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Strategic Client Alignment: It's More Than Just QBRs
As mentioned in my recent LinkedIn update, I've been thinking a lot about the content I write about and the items I produce, and last month, I made a decision to expand my approach slightly.
When I launched SF Cooper, my vision was focused on Quarterly Business Reviews (QBRs). When done right, th...
Jun 03, 2025
QBRs Are A Value-Driven Conversation
I've recently come across a few LinkedIn posts with comments like "Swap the QBRs for value-driven conversations." This phrase leaves me entirely astounded. I don't know what a QBR is if it's not a value-driven conversation. I really don't. For me, a QBR is, and always has been, a strategic conver...
May 06, 2025
A Recession is Coming
I'm not here for doom and gloom, but we should recognise the fact the global economy has just lurched into a bad place. Global economies are flashing red with ongoing geo-political problems and the recent application of trade tariffs. And whilst global politics might seem a long away from our day...
Apr 08, 2025
A QBR is not a Report
This month's newsletter is supported by make.com, an automation tool that I've been using quite a bit myself recently. It saves me a lot of time by eliminating previous manual efforts.
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Basic Data Shouldn't be in a QBR
Over the last couple of weeks, I've picked up on more and m...
Mar 10, 2025
Let's Go!
Having been in Customer Success for over 10 years, I have conducted hundreds of QBRs. Some of my early ones were pretty poor, but through practice, feedback and a desire to improve, I got to a stage where I thoroughly looked forward to a QBR knowing that I had the skills and experience to deliver...
Feb 10, 2025
The QBR Hero
