Jeff Lerner, How to Perform a Business Review, and More

Performing a business review is an essential part of customer service. The customer’s expectations should be aligned with what your company can deliver. If you do not regularly conduct business reviews as people like Jeff Lerner teach, you may be missing a vital element of True North. To perform a business review, follow these steps:


A QBR, or Quarterly Business Review, is an important component of an engagement model. In this session, you’ll outline how your services and products support your clients’ businesses. This will help you come up with strategies for the next 90 days. When we read Jeff Lerner reviews we learn that QBRs are not mandatory for every company, but they’re beneficial in certain cases. This article will discuss the advantages of conducting quarterly reviews. Read on to learn how these reviews can help you improve your company’s operations.

Send email invitations to your clients at least 30 days before the QBR. The invitation should sound exciting and provide a sneak peek of data, or a trend you’ve noticed. Include the agenda and any other details you’d like your attendees to know. Also include any input you would like to receive from them, and a final reminder as ENTRE Institute from Lerner teaches. Make your email invitations as effective as possible. If you’re hosting a QBR remotely, make sure you plan well in advance.

A QBR should be personalized for each customer. You should outline how your business meets the needs of each customer, and how you can increase their satisfaction. By focusing on their goals, your QBR will show your customers that you’re serious about ROI, and that you expect to get the ROI in 90 days or less. A successful QBR will ensure your customer’s loyalty, and it should also lead to additional client generation.

Using QBRs to improve client satisfaction and customer experience is important for all companies. But it is especially important for MSPs. Without it, their relationships would suffer. They wouldn’t be aware of their needs unless they’re regularly communicating with you. But with a QBR, you can integrate regular communication about the solution into your client relationships. They will be far more likely to use your services. And, that’s what builds trust.

It’s important to note that people have limited working memory, so make sure you’re able to cover everything in the QBR. Don’t be afraid to use diagrams and charts to simplify complex ideas. If you’re not familiar with PowerPoint, try free online tools. HiSlide, Flaticon, and The Noun Project all have millions of icons. These icons are a powerful way to communicate your message and get a high level of customer satisfaction.

During a quarterly business review, it’s important to emphasize the positive outcomes. If there were any problems identified during the quarter, a QBR can help you identify them. Similarly, your team can share documentation of your KPIs and metrics. In conclusion, make sure to conclude your meeting with a clear course of action. After all, the QBR meeting isn’t the place for complaining – it’s important to keep decision makers informed about your company’s progress.

During a QBR, the services team should be in close contact with the sales team. This way, both teams can gather relevant information to create a strategy for success. This initial success plan will include goals and metrics that measure results. During a QBR, your customer success manager will get a clearer picture of your customer’s business planning and vision. You’ll also be able to answer their questions on the progress of their engagement.

The key to a successful QBR is the inclusion of a comprehensive agenda. The agenda will allow you to manage time, and ensure everyone is on the same page. The agenda should also focus on future planning and projecting, while past performance can give you some insight into the foundations of the company. Remember that while past performance can provide some context for the present, it’s best to use it as a springboard for future planning and development.

Another key aspect of a QBR is the service ticket review. The service ticket review is a great way to determine how well your support team is handling the ticket volume. Look at how many open tickets are compared to closed tickets, says Lerner. If the numbers are equal, the support team is effectively handling requests. If they’re uneven, it’s a sign that customers are overusing your team or need a different structure.