Role Related KnowledgeWhiteboarding/problem solving

How do you prepare for a quarterly business review (QBR) with a client?

Account ManagerTechnical Account Manager

Meta

Shopify

Stripe

Microsoft

Square

Marketo

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Behavioral
  • How do you prepare for a quarterly business review (QBR) with a client?
  • What steps do you take to ensure a QBR is insightful and productive?
  • How do you collect and analyze data before a QBR?
  • What's your approach to tailoring a QBR to a client's specific needs?
  • Can you describe a time when a well-prepared QBR led to increased business?
  • How do you ensure all relevant stakeholders are aligned before a QBR?
  • What's your strategy for making a QBR interactive rather than just a report-out?
  • How do you prepare for potential client concerns that might arise during a QBR?
  • How do you follow up on the action items agreed upon during a QBR?
  • What's your method for measuring the success of a QBR?
  • How do you ensure a QBR doesn't just focus on the past but also on future growth?

Interview question asked to Technical Account Managers and Account Managers interviewing at Bidroom, Zuora, Course Hero and others: How do you prepare for a quarterly business review (QBR) with a client?.