Preparation is vital to a quarterly business review with your customers. Prepare for your meeting by putting all the relevant resources in a space, including the agenda, presentation, and customer analytics data.
Your QBR will go more smoothly if you're armed with data. In this space, add dashboards and analytics reports that speak to the success of your client. Now they're easy to reference during your meeting.
If you plan to discuss account changes, such as renewals, add all the details to the space. That might include the new contract, usage numbers, and a reminder to get updated payment information.