Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

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5 tips on how to evidence value during your Quarterly Business Reviews (QBRs)
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Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
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5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

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3 easy steps to personalise your Quarterly Business Reviews (QBRs)
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Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
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5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

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What to include in your Quarterly Business Reviews (QBRs)
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5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.

Link to an article describing 3 ways you can improve your Quarterly Business Reviews (QBRs)

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

5 things you can do if your client can't attend Quarterly Business Reviews (QBRs)

When your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed.


 

Quarterly Business Reviews (QBRs) are crucial for maintaining strong client relationships and ensuring that your business strategies align with your clients' needs. However, there are times when clients can't attend these meetings. In such situations, it's important to have a plan in place to make the most of your Business Review and to make sure all relevant stakeholders are included. 

Here is what to do if your clients can't attend your Quarterly Business Reviews (QBRs):

 

1. Communicate early 

As soon as you learn that a client won't be able to attend scheduled QBR meeting, get in contact with them and express your understanding of their situation. It's essential to maintain a professional and empathetic approach. 

 

2. Reschedule 

Consider rescheduling the QBR to a date and time that works for all meeting attendees. Be flexible and accommodating, showing that you value their participation and input. Ensure you provide enough time for preparation. 

 

3. Offer alternative meeting formats 

If rescheduling is not feasible, explore alternative meeting formats. Consider the following options: 

-Virtual meeting: Utilise video conferencing tools to conduct Quarterly Business Reviews (QBRs) virtually. This allows clients to join the meeting from wherever they are, reducing the need for physical presence. 

-Split the meeting: Divide Quarterly Business Reviews (QBRs) into two parts if a client can only attend a portion of the scheduled time. Focus on the most critical discussions during their available timeframe. 

-Welcome a representative: If the client is unable to attend due to their schedule, suggest they delegate someone to attend on their behalf. Make sure this representative is well-informed and can contribute meaningfully to the Quarterly Business Review. 

Alternative formats for Quarterly Business Reviews (QBRs) include virtual meetings

 

4. Provide meeting documentation 

Whether you reschedule, opt for a virtual meeting, or welcome a representative, it's crucial to provide comprehensive documentation to your client. This documentation should include: 

- Meeting agenda: Share the agenda for the QBR in advance. This ensures the client knows what topics will be covered and can provide input or questions beforehand. 

- Meeting minutes: Record detailed meeting minutes that summarise the key discussion points, decisions made, action items, and any insights shared during the review meeting. 

- Share reports: Send any relevant reports, data, or performance metrics that were discussed during the meeting. Visual aids, charts, and graphs can make the information more accessible. 

 

5. Follow up & gather feedback 

After the meeting, follow up with the client to ensure they've received all the documentation and to answer any questions they may have. Additionally, encourage them to provide feedback on the meeting content and format. This feedback can help improve future Quarterly Business Reviews and ensure their needs are better addressed. 

Make sure to follow up with Quarterly Business Review (QBR) attendees

 

Final thoughts 

To summarise, when your clients can't attend your Quarterly Business Reviews (QBRs), maintaining effective communication and flexibility is key to keeping the client engaged and informed. By rescheduling, offering alternative meeting formats, providing comprehensive documentation, and gathering feedback, you can ensure that your QBRs continue to add value to your client relationships and business partnerships. 

 

What’s next? 

Link to Clientshare's research into the impacts of poor-quality Quarterly Business Reviews (QBRs) on revenue, relationships and retention

Link to a video where Quarterly Business Review (QBR) experts explain how to get the right people into your QBR meetings.