How to Deliver an Executive Business Review!
Join Irit Eizips, a renowned Customer Success expert, as she welcomes Meenal Shukla, Director of Customer Success at Gainsight, to her podcast. This episode delves into the pivotal role of Executive Business Reviews (EBRs) in strategic business meetings, transcending the scope of typical Quarterly Business Reviews (QBRs). EBRs, as annual gatherings with a customer's executive team, are instrumental in synchronizing business visions and objectives.Irit and Meenal provide a thorough guide on preparing, conducting, and following up on EBRs, offering invaluable insights for Customer Success Managers (CSMs) and team leaders seeking actionable advice. Meenal, leveraging her extensive experience in both presenting and attending EBRs, imparts wisdom on key components of an impactful EBR session.Key topics include:Optimal EBR frequency based on customer profilesDistinctive attributes of EBRs versus QBRsSpecific success indicators and metrics for EBRsThe role of online questionnaires in EBR prepAligning internal stakeholders on agenda and timelineA comprehensive breakdown of successful EBR meeting elementsThe accountability of Customer Success team leaders in EBRsFor an in-depth exploration of EBR best practices and more expert insights from Irit and Meenal, tune into this enlightening episode.Watch the full episode here: https://youtu.be/S9VJ4VE8MIw◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources⏬ Infographic: Executive Business Reviews: Essential Dos and Don’tshttps://www.csmpractice.com/executive-business-review-infographic-dos-and-donts⏬ Infographics: The Difference between QBR and EBRhttps://www.csmpractice.com/qbr-vs-ebr-infographic🎥 Video: The Difference Between QBR and EBRhttps://youtu.be/GtSGejh1RUQ🎥 Video: How to Develop a QUARTERLY BUSINESS REVIEW (QBR)https://youtu.be/3vn-5j2phrE🎥 Video: How to Capture BUSINESS OUTCOMES During a QBRhttps:/◾️◽️◾️◽️◾️◽️◾️◽️ Whenever you’re ready, here are three ways to build, optimize, or scale your Customer Success practice:1. Enhance Your Customer Success Approach — Grab a free copy of our Customer Success templates and infographics to streamline your strategies. Click Here2. Join Our YouTube Community — Explore Customer Success insights and strategies with industry experts. Learn from professionals about optimizing partner relationships in the tech sector. Click Here 3. Work With Our Team Privately — If you are an executive working for a tech company, and you would like to work with our team to take your go-to-market growth strategy from ordinary to extraordinary using customer success methodologies … Just submit the 'Contact Us' form … let us know what are the key challenges you have working with clients, what you’d like us to work on together, and we’ll send you more details. Click Here ◾️◽️◾️◽️◾️◽️◾️◽️ 📌 Visit our Website - CSM Practice📌 Sign up for our Newsletter