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Market Education
May 19, 2023
Nishit Asnani
Breeze through your next Quarterly Business Review (QBR) with this fun, comprehensive guide. Explore the nuts and bolts of QBRs, top-notch practices, and the magic of AI in boosting your outcomes.

Let's start with a pop quiz: What's the one thing that can keep your business ship sailing smoothly, even amidst the stormiest market trends? It's a well-executed Quarterly Business Review, or QBR for short.

In the ever-evolving world of business, QBRs are the essential navigational tool you need to keep your ship on course. They're like those vital pit stops in a race, ensuring your business engine is well-tuned and ready to zip towards that finish line. In this blog, we'll unpack the power of QBRs, guide you to craft an effective agenda and sprinkle in some best practices for that extra bit of pizzazz.

Understanding the Quarterly Business Review

But first, let's clarify: why are these QBRs important? Well, imagine driving a car with a blindfold on. Sounds crazy, right? That's how you're operating without regular QBRs. They provide you with vital visibility into the workings of your business, help you identify potential pitfalls, and understand what's driving your success. In a nutshell, QBRs are the perfect recipe for informed decision-making and proactive strategy formulation.

Preparing for Your QBR

Preparation is key to a successful QBR. It's like hosting a party. You wouldn't want to invite guests over without having food and drinks ready, right? Similarly, you need to make sure you're well-prepared before you step into a QBR meeting.


Prepare for your QBR to unlock success, seize opportunities, and make the most of this pivotal business moment.

Setting Clear Objectives

Start by setting clear objectives for your QBR. What do you want to achieve from this meeting? Is it to understand the previous quarter's performance, or to set goals for the next one? Or both? Setting clear objectives will give your QBR a clear direction and ensure everyone is on the same page.

Gathering Relevant Data

Data is your best friend here. It's the secret ingredient that will add weight to your discussions and decisions. So gather all relevant data – performance metrics, financial figures, customer feedback, market trends, and so on. Be sure to present this data in a digestible and engaging format (think graphs, charts, and infographics). Remember, nobody wants to be bombarded with numbers!

Understanding Your Audience

Know your audience. Who will be attending the QBR? What are their expectations? Tailor your content to suit their needs and interests. For instance, your CEO would likely be interested in the big picture, while your sales manager might want to delve into the nitty-gritty of sales performance.

Crafting a Killer QBR Agenda

Now that you're armed with clear objectives, relevant data, and an understanding of your audience, let's move on to constructing your QBR agenda. This is the roadmap of your meeting, guiding your discussions and ensuring you cover all the essential points.

Review of the Previous Quarter

Every epic journey begins with a tale of past adventures. In your QBR saga, that means reflecting on the previous quarter. This isn't about dwelling on the past but learning from it. What dragons did you slay? What quests did you conquer? And crucially, what stumbles did you encounter on your path, and what can you learn from them? This is your chance to celebrate your victories, learn from your losses, and chart a better path forward.

Key Performance Indicators (KPIs)

Your KPIs are your compass, indicating whether you're moving in the right direction. Present and discuss your key performance indicators and what they mean for your business.

Evaluating Your Current Quarter

Next up, it's time for a reality check. Where are you on your current quest? Are you on track to find the treasure, or have you veered off course? This is your mid-quest huddle - a chance to evaluate your current performance, identify any roadblocks, and recalibrate your compass if needed.

Challenges and Opportunities

Every cloud has a silver lining, and every business challenge presents an opportunity. Use this section of your QBR to discuss challenges faced in the past quarter, how they were tackled, and the opportunities they presented.

Plan and Goals for the Next Quarter

Now, look towards the future. Based on your previous discussions, what are your plans and goals for the next quarter? Remember, these goals should be SMART (Specific, Measurable, Achievable, Relevant, Time-bound). Discuss strategies to achieve these goals, and make sure everyone is clear on their roles and responsibilities.



Feedback and Discussion Time

Finally, make room for feedback and discussion. This is the time for everyone to voice their thoughts, concerns, and suggestions. A successful QBR is not a monologue, but a dialogue, so encourage open communication.

Best Practices for Conducting a QBR

Alright, now that we've laid down the basic structure of a successful QBR, let's sprinkle in some secret sauce with a few best practices. These will not only help your QBR run smoothly, but they'll ensure it’s a valuable experience for everyone involved.

Start with a Self-Evaluation

Before you enter the room (or log into that Zoom call), take a moment for a thorough self-evaluation. Look back at the goals you set last quarter. Did you meet them? What hurdles did you encounter? A candid self-assessment helps you enter the QBR with a clear understanding of your performance and prepared to discuss both your victories and areas that need improvement.

Keep it Interactive

The best QBRs are not one-sided lectures but engaging conversations. Encourage participation by asking questions, seeking feedback, and using interactive elements like polls or brainstorming sessions. This not only keeps everyone engaged but also brings diverse perspectives to the table, making your QBR a melting pot of ideas.

Be Transparent and Honest

Transparency is the key to building trust. Don’t shy away from discussing the elephants in the room - be it missed targets, unexpected challenges, or failed strategies. Remember, the goal of a QBR is not just to highlight what’s going well, but to understand and learn from what didn’t.

Use Data to Tell a Story

Data is crucial, but how you present it matters even more. Don’t just throw numbers at your audience; instead, use them to tell a compelling story about your business. Use visuals like graphs and charts to make the data easily understandable. This not only makes your QBR more engaging but also helps your team fully understand the successes and challenges of the past quarter.


Your QBR doesn't end when the meeting does. Make sure to send a follow-up email summarizing the main points discussed, the decisions made, and the next steps. This not only helps reinforce the information but also gives team members a reference point for their tasks in the upcoming quarter.

Dodging QBR Pitfalls

Navigating the QBR landscape can be tricky. But fear not, we've got you covered. Let's talk about some common QBR missteps and how to avoid them.

First on the list is the "All Talk, No Action" syndrome. It's easy to get caught up in discussing strategies, goals, and metrics during a QBR, but the true value lies in setting actionable plans. Ensure that each discussion leads to tangible next steps and assign responsibilities to team members. By translating ideas into action, you'll see real progress and meaningful results.

Next up is the "Overloaded Agenda" trap. We get it—there's so much to cover and so little time. However, jamming every possible topic into your QBR agenda can be counterproductive. Quality always trumps quantity. Focus on the most critical issues that can drive your business forward. Prioritize discussions that align with your overarching goals and can have a significant impact on your success. This way, you'll have meaningful and in-depth conversations that lead to actionable insights.

Now, let's address the "Ignoring Feedback" blunder. Feedback is the lifeblood of a QBR, both positive and negative. It provides valuable insights into what's working and what needs improvement. Failing to listen and act upon feedback can be detrimental to your business progress. Create an environment where everyone feels comfortable sharing their thoughts and ideas. By actively seeking and implementing feedback, you'll continually evolve and stay ahead of the curve.

QBRs 2.0: The Future is Here

No, we're not talking about the next Hollywood sci-fi blockbuster. We're talking about the real deal - AI in QBRs. At Sybill, we have developed an AI-powered sales call analysis tool that can take your QBRs to the next level.

Imagine being able to analyze every moment of your Zoom calls and understand your buyers' verbal and non-verbal responses. Sounds like magic? Well, it's the magic of AI, and it's here to transform your QBRs.

As we step into the era of AI and machine learning, the face of QBRs is changing. AI-powered tools like Sybill not only offer in-depth sales call analysis but also equip you with predictive insights that can shape your future strategies. The days of guesswork are over. Welcome to the age of data-driven decision-making. 

The QBR Journey: A Marathon, Not a Sprint

Lastly, it's essential to remember that QBRs are a marathon, not a sprint. They are part of an ongoing process of evaluation, planning, and implementation. Each QBR builds on the last, allowing for continuous improvement and refinement of strategies. So, don’t be disheartened by initial hiccups or roadblocks. 

In the grand scheme of business operations, QBRs are the unsung heroes, the secret weapons that can catapult your business to new heights. And with the advent of AI, they are becoming even more potent. So, embrace the QBR revolution, harness the power of AI, and watch your business soar.

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