Customer Success — QBR Packs
Customer Success — QBR Packs
Usage KPIs, risks, next steps. 🤝 12 hrs saved/quarter/account.
Acquire
- Product telemetry, support tickets, NPS/CSAT
- Contract & goals
Enrich
- Aggregate by account; segment users
- Risk heuristics; churn signals
Reason
- Draft QBR deck (wins, risks, roadmap)
- Recommended plays & success plan
Orchestrate
- Export to Slides; route CSM → AM → Exec
- Log decisions & customer send
KPIs & Outcomes
- 12h saved/QBR
- Play adoption +15–25%
Pilot Rollout
- Pilot 3 accounts
- Define standard sections
- Connect telemetry views