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QBRs for Growth

By  Elaxtra Advisors  ·  1 minute read

Quarterly Business Reviews (QBRs) provide a structured forum for service providers and their customers to assess progress, maintain accountability, and strengthen their partnerships. Typically held every three months, these meetings offer visibility into ongoing projects, ensure alignment with strategic goals, and foster long-term collaboration.

A QBR should focus on information that drives project success and enhances the customer-service provider relationship. The meeting, usually one hour, should include business unit leaders from both sides and key decision-makers who can address challenges and unlock new opportunities.

Key Components of a QBR:

  • Project overview: objectives, strategic rationale, and expected outcomes
  • Performance metrics & KPIs: progress against key business targets
  • Team structure: current team composition and future needs
  • Budget review: financial transparency to ensure alignment
  • Challenges & action items: roadblocks, necessary support, and next steps
  • Innovation & strategic initiatives: POCs/POVs to drive business value and mitigate risks
  • Future planning: roadmap for the coming year and resource alignment
  • Co-Marketing opportunities: internal and external visibility for key successes
  • Industry & customer events: relevant activities that could provide additional value
  • Expansion opportunities: potential engagement with other business units
  • Service provider updates: new capabilities or offerings that align with customer needs

A well-structured QBR balances historical performance insights with forward-looking strategies, ensuring both parties derive tangible value. Ultimately, these sessions help customers achieve their business objectives while reinforcing the service provider’s role as a trusted partner.

Elaxtra Advisors is an M&A and value-creation advisory firm that assists institutional investors, private equity-owned platforms, and strategic acquirers invest and create value in worldwide technology services companies. Please contact us to explore potential partnerships.