For Customer & Revenue Consultants

QBR prep shouldn’t eat 40 hours

AI surfaces disagreements between functions, regions, and leaders.You instantly see where your client’s revenue engine is breaking.

Lisa Aguilo McCann

COO & Global Client Success, former Korn Ferry Digital

“I want to identify and resolve process inefficiencies collaborating with cross-functional stakeholders to optimize performance and improve the bottom line.”

Align your Customer Stakeholders

Ensure sales, marketing, and CS teams are on the same page with AI-facilitated 1:1 engagement with your customers before every QBR.

Frictionless QBR Preparation

No more last-minute data scrambles—AI collects and organizes feedback across teams for a streamlined review process.

Data-Driven Revenue Insights

Automatically gather and synthesize performance data to highlight key opportunities and risks.

Real-Time Forecast Adjustments

Adapt strategies on the fly with AI-generated insights that surface revenue blockers and opportunities.

Continuous Accountability & Follow-Through

Track action items post-QBR, ensuring alignment and execution without endless follow-ups.

Templates

Quarterly Revenue Performance Review

Collect unstructured insights from sales, marketing, and CS teams on key wins, losses, and pipeline health before each QBR.

AI synthesizes team responses, detects revenue trends, and highlights risks & opportunities.

Eliminate prep chaos and focus QBRs on data-driven decisions that drive revenue growth.

Cross-Team Revenue Alignment Survey

Continuously refine processes by collecting targeted team insights

AI surfaces misalignments, highlights areas of friction, and suggests strategic adjustments.

Reduce silos and create a unified revenue strategy that maximizes pipeline efficiency.

QBR Action Item Tracker

Track post-QBR commitments, ensuring accountability and execution of revenue-driving initiatives.

AI monitors progress, nudges owners on pending action items, and updates stakeholders.

Avoid stalled initiatives and drive continuous revenue growth with structured follow-ups.