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The QBR Hero

Join an ever growing goup of professionals who receive my monthly newsletter, getting practical tips and advice enabling you to go from hosting average QBRs to running exceptional QBRs.
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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.   Try it yourself 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

Join an ever growing goup of professionals who receive my monthly newsletter, getting practical tips and advice enabling you to go from hosting average QBRs to running exceptional QBRs.
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