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Jim's 2024 Portfolio
Jim’s Customer Success Portfolio

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Executive Business Review Template

QBR, EBR, whatever you call it, here's a template
EBRs don’t always have to be a long power point, but they do need to be a strategic conversation to discuss customer’s goals. Customers expect to gain certain value from using the platform. To help realize this value, EBRs are a great way to showcase where they were, where they are today, and where they want to be. As a CSM, you have the opportunity to provide suggestions and other customer use cases to better assist the customer. We can also leverage EBRs to attract other stakeholders, more champions, and create raving fans.
Jim's quarterly business review template.pdf
1.1 MB

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