When delivering QBRs the question comes fairly quickly: who is the right audience for the meetings? There is no short answer to this except: who is making the decision should be on the meeting. But that isn’t a big help if we do not know what decision makers we are talking about? Who is making a decision on a project, a purchase, investment, strategy, service or engagement? As these decisions are spread over the client on different people the QBRs needs to address these people accordingly.
The 5th tool of the QBR Toolkit is the “QBR Client Mapping Tool”. It’s a simple framework to make sure you can identify the different types of people in your client’s organization to engage
The tool provides you four areas of best practices:
When to use the checklist?
How to use the Checklist?