Two-Signature QBR
A client review in customers' words, with promises both sides sign and customers countersign.
The job
Replaces the three-day job of building a quarterly review deck from screenshots with a live review. Its promises are signed by both sides and checked against end customers' own words before the next review.
The moment
An outsourcing vendor and its client hold their quarterly review in end customers' own words, with promises both sides sign.
The vendor's customer success manager marks two of the vendor's own promises as broken on screen, before the client's VP can raise them. Under each, three end customers' quotes show why.
The VP approves three new commitments from an email on a phone, and the second signature lands on the page in front of both teams.
The VP says it is the first quarterly review that felt honest.
What it does
- Write a promise line
- Send for client countersignature
- Stamp promises before the QBR
- Send branded PDF
- Open evidence
What you see
QBR room plus a two-column promise receipt with customer countersignatures and a client e-signature; a portfolio renewal-risk board
What it moves
The share of promises kept for each account, and the renewal rate and annual recurring revenue kept for accounts keeping at least 80% of their promises.
Built for
- CX leaders & VoC
- Account management & sales
- Partners & ecosystem
- Executives & leadership
