Prepare the opening of a QBR. Include adoption, value, risk, and the decision you want from the customer.

Question

Accepted Answer

I would open with outcomes and a clear decision. For example: Today I want to review how adoption is tracking against your goals, where the product is creating value, and one risk we should address before next quarter. Usage is strong in the support team, but the operations team is behind the target. By the end of the meeting, I would like us to agree on the next adoption owner and success metric.