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Stop Chasing Renewals: Automate Your QBR Insights for Faster Deal Velocity

$199.00
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What is the Stop Chasing Renewals course about?

Turn your quarterly business reviews from reactive reporting into proactive revenue accelerators , with tailored templates and playbooks built for global enterprise account leaders.

What situation is the Stop Chasing Renewals for?

Each quarter, you pull data from CRM, support tickets, product usage, and finance , often manually , to build customer health summaries. The process is time-intensive, error-prone, and delays your ability to surface expansion or risk signals early. Stakeholders question consistency, customers don’t feel seen, and renewal conversations lack strategic weight. You’re doing the work, but not getting the leverage. This course.

What do you take away from the Stop Chasing Renewals course?

Build a reusable QBR engine that cuts prep time by 50, 70% Surface expansion and churn risks 4+ weeks earlier using automated health scoring Align cross-functional stakeholders with consistent, data-backed narratives Increase customer perception of strategic value in every review Turn insights into action with a playbook for follow-up motions post-QBR.

How does this map to your situation?

When you start the quarter with a backlog of overdue QBR prep When stakeholders question the consistency of your customer insights When renewal cycles feel reactive instead of strategic When you want to increase expansion yield without increasing effort.

What's included with your purchase?

12 modules with 12 chapters each (144 chapters) Downloadable templates and worked examples for every module Hand-built implementation playbook delivered alongside course access 30-day money-back guarantee.

What does the Stop Chasing Renewals cover on delivery and format?

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access. Time investment: 6, 8 hours total, self-paced, with immediate application to your current quarter’s QBR cycle.

How does this compare to the alternatives?

Unlike generic sales training or enterprise software playbooks, this course delivers a step-by-step system specifically for automating insight generation in global account management , using tools you already have, not new platforms to learn or sell into your org.

What does the Stop Chasing Renewals cover on frequently asked?

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

Closely related courses: Fix the Forecast, Stop Chasing Sign-Offs, Stop Chasing Deals, Stop Chasing Contract Reviews.

More answers: what you get with every course, refund policy, all help answers.

A tailored course, built for your situation

Stop Chasing Renewals: Automate Your QBR Insights for Faster Deal Velocity

Turn your quarterly business reviews from reactive reporting into proactive revenue accelerators , with tailored templates and playbooks built for global enterprise account leaders

$199 one-time
24-hour access provisioning 30-day money-back guarantee Hand-built implementation playbook
12 modules. 12 chapters per module. 144 chapters total.
12 modules, each with 12 chapters (144 chapters total), text-based, plus downloadable templates and a hand-built implementation playbook delivered alongside course access.
Spending 20+ hours every quarter rebuilding QBR decks from scattered data sources, only to deliver insights that feel reactive and inconsistent

The situation this course is for

Each quarter, you pull data from CRM, support tickets, product usage, and finance , often manually , to build customer health summaries. The process is time-intensive, error-prone, and delays your ability to surface expansion or risk signals early. Stakeholders question consistency, customers don’t feel seen, and renewal conversations lack strategic weight. You’re doing the work, but not getting the leverage. This course fixes that by giving you a proven system to automate insight generation, standardize health scoring, and build self-updating QBR narratives , using only tools you already have.

Who this is for

Director-level Global Account Managers in enterprise SaaS who lead high-value, multi-product renewals and expansion cycles across global portfolios

Who this is not for

Individual contributors managing small accounts, reps in transactional sales, or those not responsible for end-to-end renewal outcomes

What you walk away with

  • Build a reusable QBR engine that cuts prep time by 50, 70%
  • Surface expansion and churn risks 4+ weeks earlier using automated health scoring
  • Align cross-functional stakeholders with consistent, data-backed narratives
  • Increase customer perception of strategic value in every review
  • Turn insights into action with a playbook for follow-up motions post-QBR

The 12 modules (with all 144 chapters)

Module 1. Map Your QBR Data Sources
Identify where customer health data lives across your org , CRM, support, usage, billing , and map ownership, refresh cycles, and reliability.
12 chapters in this module
  1. List all systems in your stack
  2. Tag each by update frequency
  3. Identify primary data owners
  4. Flag known gaps or delays
  5. Classify by insight type
  6. Determine trust level
  7. Document access paths
  8. Note export formats
  9. Assess completeness
  10. Prioritize top three sources
  11. Validate with sample accounts
  12. Create source inventory
Module 2. Define Health Score Dimensions
Build a customer health model that reflects real business outcomes , not vanity metrics , using weighted signals tied to renewal and expansion.
12 chapters in this module
  1. Name renewal predictors
  2. List expansion indicators
  3. Exclude noise metrics
  4. Weight by impact
  5. Set threshold bands
  6. Align with CSM input
  7. Test against past outcomes
  8. Adjust for product mix
  9. Add risk multipliers
  10. Build scoring logic
  11. Document assumptions
  12. Version for iteration
Module 3. Automate Data Pulls Without Code
Use native exports, scheduled reports, and lightweight automation tools to gather data weekly without relying on engineering.
12 chapters in this module
  1. Enable auto-export in CRM
  2. Schedule product usage dumps
  3. Set up support ticket alerts
  4. Pull billing status weekly
  5. Use Zapier for triggers
  6. Route to shared drive
  7. Name files consistently
  8. Timestamp every batch
  9. Flag missing data
  10. Create fallback process
  11. Verify sample integrity
  12. Document workflow
Module 4. Build a Self-Updating Health Dashboard
Create a live dashboard in Sheets or Excel that auto-refreshes with new data and recalculates health scores using simple formulas.
12 chapters in this module
  1. Import first data set
  2. Clean field names
  3. Merge on account ID
  4. Handle null values
  5. Calculate usage trend
  6. Score support load
  7. Add adoption depth
  8. Apply weighting logic
  9. Generate health tier
  10. Color-code results
  11. Set alert thresholds
  12. Publish read-only view
Module 5. Generate Narrative Templates
Turn quantitative scores into compelling, personalized customer stories using modular text blocks that update based on data triggers.
12 chapters in this module
  1. Write intro boilerplate
  2. Create usage summary logic
  3. Draft risk language
  4. Build expansion prompts
  5. Add stakeholder quotes
  6. Link to business outcomes
  7. Insert ROI examples
  8. Personalize by role
  9. Auto-pull key metrics
  10. Assemble full draft
  11. Edit for tone
  12. Save as template
Module 6. Integrate Stakeholder Feedback
Design a lightweight feedback loop with CSMs, SEs, and finance to validate insights before reviews go live.
12 chapters in this module
  1. List key reviewers
  2. Set review cadence
  3. Share draft access
  4. Request specific input
  5. Track comments centrally
  6. Resolve discrepancies
  7. Update health score
  8. Log rationale changes
  9. Confirm final version
  10. Archive feedback
  11. Measure reviewer latency
  12. Optimize for speed
Module 7. Design the Executive Snapshot
Create a one-page summary for internal leadership that highlights risks, opportunities, and asks , without requiring a full deck review.
12 chapters in this module
  1. Name leadership priorities
  2. Summarize health trends
  3. List top risks
  4. Flag expansion targets
  5. Add renewal forecast
  6. Note pending escalations
  7. Include stakeholder sentiment
  8. Call out required actions
  9. Assign owners
  10. Set follow-up date
  11. Format for print
  12. Distribute pre-meeting
Module 8. Build the Customer-Facing Deck
Assemble a polished, insight-led presentation that positions you as a strategic advisor , not just an account manager.
12 chapters in this module
  1. Open with value delivered
  2. Show adoption progress
  3. Highlight ROI metrics
  4. Present usage insights
  5. Introduce expansion paths
  6. Address risks collaboratively
  7. Share peer benchmarks
  8. Map to customer goals
  9. Propose next steps
  10. Include testimonials
  11. Close with roadmap link
  12. Brand for professionalism
Module 9. Run the Pre-Review Dry Run
Conduct an internal rehearsal with internal partners to pressure-test messaging, data accuracy, and alignment ahead of customer delivery.
12 chapters in this module
  1. Schedule dry run
  2. Invite key players
  3. Share full package
  4. Walk through narrative
  5. Test Q&A readiness
  6. Capture concerns
  7. Revise weak sections
  8. Update data if needed
  9. Confirm messaging
  10. Assign talking points
  11. Document decisions
  12. Lock final version
Module 10. Deliver the QBR with Confidence
Lead the customer conversation with a structured flow that surfaces insights, builds trust, and drives action , not just discussion.
12 chapters in this module
  1. Set meeting tone
  2. Open with wins
  3. Present health score
  4. Explain key drivers
  5. Ask for reaction
  6. Listen for cues
  7. Address concerns
  8. Propose actions
  9. Link to outcomes
  10. Confirm next steps
  11. Assign owners
  12. Send follow-up
Module 11. Capture Post-Review Insights
Turn every QBR into a learning loop by documenting feedback, sentiment, and outcomes to refine future cycles.
12 chapters in this module
  1. Debrief with team
  2. Log customer reactions
  3. Record objections
  4. Note expansion interest
  5. Update health model
  6. Adjust weighting
  7. Save updated deck
  8. Archive call notes
  9. Track follow-up status
  10. Measure conversion rate
  11. Calculate time saved
  12. Report cycle improvements
Module 12. Scale Across Your Portfolio
Replicate the system across your book of business with tiered approaches based on account value and complexity.
12 chapters in this module
  1. Categorize account tiers
  2. Define minimal viable QBR
  3. Build tier-specific templates
  4. Assign team roles
  5. Train junior staff
  6. Monitor quality
  7. Audit random samples
  8. Standardize naming
  9. Track time per account
  10. Optimize low-touch path
  11. Scale high-touch model
  12. Report portfolio impact

How this maps to your situation

  • When you start the quarter with a backlog of overdue QBR prep
  • When stakeholders question the consistency of your customer insights
  • When renewal cycles feel reactive instead of strategic
  • When you want to increase expansion yield without increasing effort

Before vs. after

Before
Spending weeks compiling inconsistent data, building one-off decks, and delivering QBRs that feel transactional , while expansion signals get missed and churn risks emerge too late.
After
Launching each quarter with a live insight engine that auto-generates health scores, narratives, and action plans , so you lead strategic reviews that accelerate renewals and unlock expansion.

What's included with your purchase

  • 12 modules with 12 chapters each (144 chapters)
  • Downloadable templates and worked examples for every module
  • Hand-built implementation playbook delivered alongside course access
  • 30-day money-back guarantee

Delivery and format

  • Course and learning environment access provisioned within 24 hours of purchase
  • Hand-built implementation playbook delivered alongside course access

Format: Text-based modules and chapters in the Art of Service learning environment, plus downloadable templates and worked examples for every chapter, plus the hand-built implementation playbook delivered alongside course access.

Time investment: 6, 8 hours total, self-paced, with immediate application to your current quarter’s QBR cycle.

If nothing changes
Continuing to rely on manual QBR processes means missed expansion opportunities, delayed risk detection, and inconsistent stakeholder alignment , all of which erode your influence and impact on revenue outcomes.

How this compares to the alternatives

Unlike generic sales training or enterprise software playbooks, this course delivers a step-by-step system specifically for automating insight generation in global account management , using tools you already have, not new platforms to learn or sell into your org.

Frequently asked

Do I need technical skills to automate data pulls?
No , the methods taught use native exports, scheduled reports, and no-code tools like Zapier or email filters to gather data automatically.
How is the course structured?
12 modules, each containing 12 chapters (144 chapters total).
Can I apply this to non-enterprise accounts?
Yes , the system includes tiered approaches so you can scale down for mid-market or scale up for strategic accounts.
$199 one-time. 6, 8 hours total, self-paced, with immediate application to your current quarter’s QBR cycle..

Within 24 hours your account in the learning environment is provisioned and the tailored implementation playbook is delivered alongside it.

30-day money-back guarantee· 144 chapters· Hand-built playbook included· Account access within 24 hours
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