Quarterly business reviews are short, data-dense, and led by the customer's success manager. Each one covers three things: outcomes delivered last quarter, blockers we've identified, and the joint plan for the next quarter.
We don't run QBRs as sales meetings. The point is to be honest about what's working and what isn't, and to align on the next set of changes.
Clinical leadership from the customer is invited to every QBR. Their voice is what makes them useful.
