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B2B SaaS Customer Success & QBR Workflow
A comprehensive workflow for Customer Success Managers to schedule, prepare, run, and analyze Quarterly Business Reviews (QBRs) to drive adoption and secure renewals.
8-step workflowUpdated 3/11/2026
Customer SuccessQBRAccount ManagementRenewalsClient Operations
B2B SaaS Customer Success & QBR Workflow
3-4 hours per QBR lifecycle
Intermediate
8 steps (showing 2)
1
Optimize Client Meeting Schedule
Input:
Your calendar and preferred working hours
Action:
Configure Clockwise to automatically block out "Focus Time" for QBR preparation while opening up optimized, clustered time blocks for client calls. This prevents schedule fragmentation and reduces context switching.
Prompt:
Optional: N/A
Output:
An optimized weekly calendar with dedicated blocks for deep work and clustered slots for external client meetings.
10 minutes
→ Next: Reach out to high-priority accounts to schedule their QBRs.
2
QBR Email Outreach & Scheduling
Workflow·B2B SaaS Customer Success & QBR Workflow