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Easy QBR Scheduling from Followup CRM

Check out Christine from Followup CRM's quick and concise template for scheduling QBRs.

About this Blueprint

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

A Quarterly Business Review (QBR) gives Customer Success teams an opportunity to strengthen their relationship with customers and uncover what they have achieved using your product. If there have been bumps in the road, a QBR can also help you address challenges, regain executive and user buy-in, and set your customer back on the path to success.

With Conversation Templates, teams can streamline and standardize customer communication.

Christine Francois, the Senior Customer Success Manager at Followup CRM, uses this QBR Scheduling Blueprint to quickly and easily book meetings with her book of business.

Preview of Blueprint
When to use a QBR Scheduling Blueprint

You can use this Blueprint whenever you need to schedule a QBR with a customer - whether that’s 30 days, 60 days, or even 90 days out. This Blueprint is ideal for teams who operate with a Hybrid or High Touch Customer Success model, where accounts have a 1:1 relationship with a Customer Success Manager (CSM).

Copy and paste the template below!

Hi [First name],
I hope that you’re having a great week! It’s time for your Quarterly Business Review.
Agenda for our time:
- Review Your Account
- Discuss New Features & Integrations
- New Training & Support Tools
Here’s a link to my calendar so we can schedule a meeting:
Schedule Here [link]
Let me know if you have any questions.
KPIs Impacted
  • Net Promoter Score (NPS)
  • Customer Satisfaction (CSAT) Score
  • Product Adoption Rate
  • Customer Engagement
What data points or information will you need to complete or add?

To use this QBR Scheduling Blueprint, you’ll need to add your own calendar link and adjust the agenda to fit what you’ll specifically cover. Other than that, this Conversation Template is ready to go as is!

How can you customize this for other use cases?

This QBR Scheduling Blueprint uses Vitally Conversation Templates and User Variables (customer data points). All of these elements are customizable and can be edited to fit your particular use case and industry. For example, if you’re sending out an email about a user’s NPS response, you could automatically pull in their score by using the ‘Last NPS Score’ User Variable.

To make QBR scheduling even more of a breeze, you could set up a Vitally Playbook to automatically send this Conversation Template to customers.

About Followup CRM

Followup CRM is a Construction CRM that provides a simple, user-friendly, tracking solution geared towards increasing sales revenues. Followup CRM helps users track and convert leads, grow an unlimited database of contacts, analyze real-time dashboard reports, properly communicate with their team, and so much more.

Aside from Conversation Templates, Christine also uses Vitally Docs to create her comprehensive Onboarding Checklist for new clients.

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