In this strategic HubSpot tutorial, you'll learn how to create and operationalize Quarterly Business Reviews (QBRs) directly within HubSpot—standardizing your client reporting processes, improving retention, and driving strategic account growth.
What You’ll Learn
- Why QBRs are critical for customer success, retention, and upsell strategy
- How to use custom properties and deal objects to centralize QBR data across accounts
- Building a repeatable QBR framework in HubSpot using templates and automation
- Creating dynamic reporting dashboards that pull in engagement, usage, NPS, and performance metrics
- Leveraging workflows to schedule, assign, and track QBR completion across your team
- How to scale your QBR process and ensure a consistent client experience
Who It's For
This tutorial is perfect for account managers, RevOps professionals, and customer success teams looking to standardize and scale client reporting within HubSpot. Whether you're a SaaS company, agency, or service provider, this system gives you a framework to showcase value and deepen client relationships, quarter after quarter.
00:00 - Introduction
00:43 - Create A Meeting Type for Client QBRs
02:15 - Create A Standardized Playbook for QBRs
05:43 - Create Workflows to Remind Reps about QBRs
07:47 - Build Report Dashboards in Your CRM
08:31 - Closing Thoughts from CJ
These videos are brought to you by The Gist, an organic growth agency and Certified HubSpot Solutions Partner based in Buffalo, New York.