SaaS · CSM · 45-60 minutes

CSM Quarterly Business Review Script

A results-first QBR script that anchors on the customer's metrics, expands scope, and de-risks renewal in one meeting.

Script

Agent

Thanks for the time today. I'll cover three things: the numbers from last quarter, what your team is trying to achieve next quarter, and where we can push together.

Agent

Here's the data. You're up [X%] on [KPI]. Adoption is at [Y%]. Compared to peers in your cohort, this puts you in the top third.

Agent

You mentioned [priority] for next quarter. Here are two ways we can help that aren't turned on yet: [feature or scenario]. Which one, if any, is worth piloting?

Agent

Renewal is [date]. Nothing you said today changes what we're recommending. Should we get paperwork moving 45 days out so it isn't a fire drill?

Use cases

· Enterprise QBR
· Renewal quarter check-in
· Expansion conversation

Compliance reminders

· Use only aggregated or already-agreed-to metrics in the deck.
· Confirm executive attendees ahead of time and their agenda.

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