How To Capture Business Outcomes During a Quarterly Business Review (QBR)

Irit Eizips | June 18, 2019

Drawing of superhero meeting with customer

The subscription model has changed everything. In reality, it has put all the power in the customer’s hands. This is the power of choice. With it, customers can either choose to retain your services as a business or simply churn and choose another. A good customer success manager (CSM) must understand the factors that result in churn and how to overcome these factors by taking customer success to the next level.

Clients choose to partner with businesses that are most likely to help them achieve their desired business outcomes. Ordinarily, fulfilling their expected outcomes should be enough to retain their loyalty, but the opposite is often true. Delivering on what was promised in the sales process alone has proven to be insufficient in preventing churn. This is because the clients can simply subscribe to another vendor that offers similar services.

How to Avoid Churn

It’s long been proven that clients will establish a relationship with a business that actively invests in customer success. However, customers will further strengthen their relationship with a CSM who is successful in helping them expand their vision for how to use the vendor’s solution. When successful, the CSM will effectively increase the number of potential and achieved business outcomes with their organization. Ultimately, this will drive a competitive edge that is difficult to replicate and, thereby, ultimately prevent churn in a highly-effective manner.

Typically, during a Quarterly Business Review (QBR), clients are asked what their desired business outcomes are. A good CSM will then ensure that those business outcomes are delivered as requested. The downside to this approach is that it assumes that clients know what they want, which isn’t always the case. There are things that your clients know they know, and some things they don’t know that they don’t know.

Venn diagram of what clients know vs. what they don't know

Capturing and reacting based on your clients’ expected business outcomes alone will limit the maximized value to what they think they know about your solution’s capabilities.

To prevent churn, the CSM needs to be proactive to customer needs. To improve client success, CSMs must look into what the clients don’t know that they don’t know. These include other solutions that your on-premise, SaaS, hardware, or service offerings can deliver to the clients. Upon discovering these solutions, the CSM can then maximize value by planting additional seeds of business outcomes. The client will immediately perceive yours as the firm that can add the most value to them.

The Success Plan Playbook

To implement and execute the desired business outcome, we’ll need to create a success plan. A solid success plan playbook should be comprised of three essential steps:

1. Generate and Plant Ideas

At this stage, your CSM needs to go beyond analyzing feedback into discovering new business outcomes for your customers. You can then open “a buffet of ideas” to your customers. Discuss the ideas with the clients to identify which ones are achievable and can positively impact their business while increasing their success with you.

Planting ideas can greatly increase the customer’s perceived value, which ultimately helps prevent churn even when realized value is much lower. In other words, clients often won’t churn if the expected ROI (“perceived value”) is larger than their current ARR (Annual Recurring Revenue).

Drawing of customer success superhero sitting at buffet

2. Decide Priorities

If there are multiple ideas that resonate with your clients, your CSM should help them prioritize in a manner that would facilitate change management. This should be a collaborative process whereby the CSM and the client discuss and choose which aspects will be implemented first. Your CSM should help the clients decide which ideas are realizable, urgent, or can create the most favorable business outcome.

3. Prove Value

The implementation of new ideas will require time and resources. The CSM must be equipped to clarify how the ideas will prove value and increase client success early on. To help facilitate the discussion on how value will be proven over time, your CSM should show the clients the realized values and business outcomes that a similar success plan or use case has achieved for other clients.

For new customers, the best time to time to plant new business outcome ideas is before the onboarding process begins (during and after kick off). On the other hand, for older clients, the CSM should assume that every year the client might have undergone vital changes in their business goals and vision. A recommended approach will be to ask clients what has changed in their business goals and company strategy a few months before renewal. This inquiry can be carried out by a survey for smaller clients. It should, at the very least, be done annually for a lower segment of accounts and quarterly for the more strategic accounts.

Drawing of 3-sided windmill

3 Ways to Maximize Perceived Value

As a CSM, you must be able to lead effective perceived-value conversations with customers. To truly open a buffet of ideas, you may wish to guide your clients through a path that makes the most sense to their role and current situation. Clients should be guided to understand priorities or relevance, and those are best consumed using a clear framework. Here are three common frameworks for arranging possible ideas for business outcomes and use cases that your customers can more easily digest and understand:

Business Processes

Using this approach, you will open up the discussion by showcasing the main business processes that your solution can support to improve your customer’s business. For example, if your solution is sold to the HR team, as a CSM, you should provide ideas that would help optimize their key business processes, such as recruiting, supporting, and retaining great talent.

If you were catering to this team in a QBR, you could start by outlining the different core competencies that they support as a team and demonstrate how your solution can help optimize them. You can then work with the main stakeholders to create a success plan for the HR team based on the high-priority business outcomes discussed during the QBR.

Customer Attributes

A second option is to sort the list of business outcomes your solution can help achieve by your client’s industry, niche, or size. As a first step, you will need to carefully ensure you understand the specific industry your client is in or the size and stage of their company.

During the QBR, focus on the list of business outcomes that your solution can additionally provide to an organization of their size or in their industry. Don’t try to use the same list for a different industry or for different company sizes, as it would dilute the value of the QBR and your ability to promote a highly-meaningful relationship with the client.

Maturity Model

You can help the client think about additional business outcomes based on their maturity level with you. At CSM Practice, we recommend accomplishing this by comparing each client to the processes, people, and features used by your best-of-breed customers.

When going through a benchmark, let your clients drive the assessment and decide where they are on the spectrum. This will lead to open and candid conversations regarding where they hope to be within a given time frame (usually a year or quarter). This exercise helps clients realize the areas they wish to improve through an objective self-evaluation.


Presenting new ideas that generate new business outcomes for your customers in a QBR can go a long way to reducing churn. Help the clients prioritize the ideas and develop a suitable customer success plan from the results. All of this will increase your customers’ perceived value, especially as you prove the value of your new ideas to their business goals.

Download the “6 Steps to Capturing Business Outcomes” cheat sheet to help you get started. The cheat sheet is a simple guideline to capturing your business outcomes using the three ways above and maximize perceived value. I encourage you to use this cheat sheet to start this process with your team. You can download it for free here.


About Irit Eizips

Irit Eizips is a customer success thought leader whose mission is helping startups to Fortune 100 enterprises to establish a proactive and scalable customer success practice. Irit is frequently featured in podcasts, books, and industry events as a subject matter expert on customer success operations and strategy. In 2014, Irit founded CSM Practice, an international consulting firm providing strategy and technology services. Irit is known for her unique experience and expertise in launching customer success programs at scale based on best practices, automated playbooks, and client data analytics. Connect with Irit on Twitter, LinkedIn, or YouTube or sign up for her weekly Customer Success Newsletter.

About CSM Practice

CSM Practice specializes in the design and implementation of best-of-breed scalable customer success programs using an optimal combination of strategy, playbooks, and technology. CSM Practice is the first to develop accelerated methodologies for customer success programs and is continuously producing thought leadership content for the customer success community. The company was founded in 2014 and is headquartered in Sunnyvale, California. Additional information can be found at or connect with CSM Practice on Twitter, LinkedIn, Facebook, and Pinterest.