Send a textWelcome to our podcast episode where we delve into the world of Executive Business Review (EBR) and Quarterly Business Review (QBR), shedding light on their common misunderstandings and industry misuse. The landscape surrounding these reviews is often clouded by confusion, leaving ample room for ambiguity in their utilization.In this enlightening conversation with Irit Eizips, we're joined by Marc Troyan, the Director of Customer Success Research at TSIA. Together, we dissect the intricacies that set EBR and QBR apart, unraveling their true essence.Join us as Marc shares his insights, unveiling the distinct differences between EBR and QBR, while also outlining the pivotal operational metrics that warrant attention for both. This dialogue promises to provide listeners with a profound understanding of the profound impact and utility that both EBR and QBR bring to the table.Marc's expertise shines further as he imparts valuable guidance on optimizing both EBR and QBR to achieve unparalleled customer success. When executed effectively, these reviews have the power to become pivotal drivers of growth and development for any business.EBR vs. QBR distinctions under various aspects.Essential operational metrics for QBRs and EBRs: ➼ Emphasis on lagging over tactical indicators ➼ Implementing Customer Success Journey Maps with Success Plans ➼ Addressing mistakes via discussions and task prioritization.Delivering value in QBR and EBR.Executive Alignment for larger clientele.Recommend: Forge executive-level relationships, gain direct feedback.EBR structuring: ➼ Avoiding free-form due to sustainability concerns ➼ Clear agenda, customer value, and objectives for EBRs.Annual EBRs; QBRs as feedback loops with priority on feedback.Tune in now for a masterclass in harnessing the potential of EBR and QBR for your business's advancement.◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️◽️◾️Additional Resources:⏬ Infographics: The Difference between QBR and EBRhttps://bit.ly/4a09KSt⏬ Infographics: The Essential Guide to Quarterly Business Reviews 👉🏻 Whenever you’re ready...If you're an 𝘦𝘹𝘱𝘦𝘳𝘪𝘦𝘯𝘤𝘦𝘥 𝘦𝘹𝘦𝘤𝘶𝘵𝘪𝘷𝘦 𝘣𝘶𝘪𝘭𝘥𝘪𝘯𝘨 𝘢 𝘊𝘚𝘔 𝘱𝘳𝘢𝘤𝘵𝘪𝘤𝘦 𝘧𝘰𝘳 𝘵𝘩𝘦 𝘧𝘪𝘳𝘴𝘵 𝘵𝘪𝘮𝘦, there are 3 powerful ways I can help you fast-track success while avoiding common pitfalls:1️⃣ 𝙎𝙩𝙚𝙖𝙡 𝙈𝙮 𝘾𝙪𝙨𝙩𝙤𝙢𝙚𝙧 𝙎𝙪𝙘𝙘𝙚𝙨𝙨 𝙆𝙋𝙄 𝘾𝙝𝙚𝙖𝙩𝙨𝙝𝙚𝙚𝙩 Track key KPIs to boost CSM performance. Grab my cheatsheet to focus on metrics that matter—scale smarter & grow revenue. Click here to download. 2️⃣ 𝙅𝙤𝙞𝙣 11,000+ 𝘽2𝘽 𝙀𝙭𝙚𝙘𝙪𝙩𝙞𝙫𝙚𝙨 𝙖𝙣𝙙 𝙇𝙚𝙖𝙙𝙚𝙧𝙨 I share strategic insights & practical tools to help you hit your quarterly goals faster while scaling your CS operations efficiently. Don’t navigate this alone - tap into a thriving community of leaders who are optimizing their CS strategies & driving serious impact. Click here to join. 3️⃣ 𝘽𝙪𝙞𝙡𝙙𝙞𝙣𝙜 𝙤𝙧 𝙇𝙚𝙖𝙙𝙞𝙣𝙜 𝙖 𝘾𝙎𝙈 𝙏𝙚𝙖𝙢 𝙛𝙤𝙧 𝙩𝙝𝙚 𝙁𝙞𝙧𝙨𝙩 𝙏𝙞𝙢𝙚?Building a CS practice for the first time doesn’t have to feel like an uphill battle. With the right frameworks, you can achieve results faster than you think. I help experienced executives build a proactive, high-performing CS team—without the guesswork & costly missteps of figuring it out alone. Learn more. 📌 Visit our Website - CSM Practice

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“What did the council decide on item 42?” — answered with the speaker and the moment.

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