Duco's Executive Business Review (EBR) Project

Create a standardized, scalable process for Executive Business Reviews by using Joe from Duco's EBR Project Blueprint.

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About this Blueprint

Blueprints are a collection of Vitally best practices and use cases brought to you by today's Customer Success thought leaders.

Executive Business Reviews (EBRs) allow Customer Success teams to prove the business ROI to customers, executives, and key stakeholders. During an Executive Business Review, you might recap product usage, address any roadblocks to success, and sync on the long-term vision of your partnership. As you can imagine, there are many action items that need to occur before, during, and after an EBR to make it impactful.

By using Vitally Project Templates, teams can ease the burden of managing the steps involved in conducting a successful business review. In our Executive Business Review Blueprint, we’ve provided sample Tasks and Milestones your team can use for a successful EBR.

With this EBR Project Blueprint, Joe Peters, the Global Head of Customer Success at Duco, ensures his team follows a standardized process while emphasizing the value that Duco delivers.

Preview of Blueprint
When to use an EBR Project Blueprint

This Executive Business Review Blueprint equips Customer Success teams with a standard set of Tasks to follow for a successful meeting and beyond. Teams can apply this Project prior to a scheduled EBR (e.g., 30, 60, or 90 days out) so that they are well prepared in advance. In addition, this EBR Blueprint offers a great starting point for teams who may not already have a process in place.

In this Project template, we’ve included a number of Tasks categorized under two main Milestones - EBR Prep and Post-EBR Follow Up.

KPIs Impacted
  • Net Revenue Retention (NRR) Rate
  • Churn Rate
  • Customer Lifetime Value (CLV)
What data points or information will you need to complete or add?

The way that you conduct Executive Business Reviews may vary, so you’ll want to take a look at the Tasks and edit as needed. You may also want to adjust the Milestones to fit your specific processes and timelines. We provided two general Milestones to get you started. Depending on your organization, you can make these Projects as simple or detailed as you wish.

How can you customize this for other use cases?

This EBR Blueprint includes the use of Vitally Tasks, Notes, Docs, and Conversations (emails). All of these elements can be customized to fit your particular use case, industry, and Customer Success motion. For example, you might want to create a Project template for Quarterly Business Reviews (QBRs) or you might have a separate template for an Account Manager / CSM Transition. Any action items you want to assign, standardize across your team, and complete are possible with Projects.

About Duco

Duco provides innovative technology that empowers end users to consolidate, standardize and reconcile any type of data in Duco’s cloud. They give firms on-demand data integrity and insight, helping to drive operational efficiency, business agility and strategic decision-making.

Duco’s SaaS solution is used by some of the largest companies in the world, including international banks, investment managers, exchanges, insurance firms and challenger fintech companies.

In addition to an EBR Project, Duco also uses Vitally Note templates to record important information from these sessions. Check out Duco’s EBR Note Blueprint here.

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We're now accepting submissions to our Blueprint Library to showcase how Customer Success leaders are creating best practices to help scale productivity and collaboration across their teams and customers.

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