Erick Simpson’s QBR Agenda Template




Erick Simpson’s Quarterly Business Review (QBR) Agenda Template ensures you follow best consultative sales and technology practices when conducting strategic business reviews with your clients to direct their technology strategy and investments. Broken down into 5 separate areas, this critical tool walks your client through each step of the strategic meeting process to uncover goals, objectives, business and technology challenges and opportunities and covers recent accomplishments, survey results and budgeting for new technology investments. Using this valuable instrument, you will bring consistency to your strategic meetings and uncover new opportunities and secure budgets more easily for ongoing technology improvements for your clients, and help transform your technology dependent clients into technology strategic business owners.