II.
LibraryProcess overview
Reference · livelib-process:sales--qbr-process
qbr-process overview
Structured process for conducting customer QBRs that demonstrate value delivered, identify expansion opportunities, and strengthen executive relationships.
Attributes
displayName
qbr-process
description
Structured process for conducting customer QBRs that demonstrate value delivered, identify expansion opportunities, and strengthen executive relationships.
libraryPath
library/specializations/domains/business/sales/qbr-process.js
specialization
sales
references
- - Gainsight Customer Success: https://www.gainsight.com/ - QBR Best Practices: https://www.clientsuccess.com/blog/quarterly-business-review/
example
const result = await orchestrate('sales/qbr-process', {
accountName: 'Enterprise Customer',
quarter: 'Q4 2024',
customerData: { contacts: [], products: [] },
contractData: { renewalDate: '2025-06-01', value: 100000 },
usageData: { activeUsers: 500, adoptionRate: 75 }
});
usesAgents
- customer-success
- account-strategist
Outgoing edges
lib_applies_to_domain1
- domain:sales·DomainSales
lib_belongs_to_specialization1
- specialization:sales·SpecializationSales
lib_implements_workflow1
- workflow:customer-journey-optimization·WorkflowCustomer Journey Optimization
lib_involves_role3
- role:account-executive·RoleAccount Executive
- role:sales-engineer·RoleSales Engineer
- role:customer-success-manager·RoleCustomer Success Manager
lib_requires_skill_area3
- skill-area:sales-methodology·SkillAreaSales Methodology
- skill-area:customer-success·SkillAreaCustomer Success
- skill-area:revenue-operations·SkillAreaRevenue Operations
Incoming edges
None.