TURNING QBRS INTO GROWTH OPPORTUNITIES
Most QBRs are ticket recaps nobody remembers.
The best QBRs plant seeds. They surface risks, highlight gaps, and let the client ask, “Can you help with that?” That’s not selling – that’s advising. The upsell happens naturally.
The scenario:
You’re preparing a QBR for a client with expansion potential. You want to identify upsell opportunities without a hard pitch.
The prompt:
You’re preparing a QBR for a growth-ready client.
Client context: [paste current services, ticket history, known gaps]
Build a QBR outline that:
– Opens with wins and value delivered this quarter
– Highlights emerging risks or gaps (with data, not fear)
– Compares their coverage to industry benchmarks
– Ends with “areas to explore” rather than a sales pitch
Include 2-3 discovery questions that let the client raise the topic.