Stop Chasing Renewals: Automate Your QBR Prep in 3 Hours

Description

What is the Stop Chasing Renewals course about?

Every 90 days, the cycle repeats: pull usage data from three systems, reconcile it in a messy spreadsheet, draft commentary that gets rewritten twice, then defend inconsistencies in the final review. Stakeholders want different formats. Leadership wants deeper insights. Clients notice delays. The process doesn’t scale, and it’s eating your time.

What situation is the Stop Chasing Renewals for?

Who is the Stop Chasing Renewals course for?

Account managers in tech companies under efficiency pressure, responsible for client retention and renewal, who run QBRs manually and are tired of redoing the same work each quarter.

Who is the Stop Chasing Renewals course not for?

This is not for VPs who delegate reporting, SaaS admins focused on tooling, or anyone not directly assembling client business reviews.

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

A single source-of-truth template that auto-populates usage, adoption, and sentiment data A stakeholder-validated narrative framework approved in advance A 3-hour QBR assembly workflow that replaces 20+ hours of rework A repeatable process that survives team changes and client turnover Confidence to shift from data gathering to strategic advising.

How does this map to your situation?

When you’re rebuilding the same deck every quarter When stakeholders request last-minute changes When data doesn’t match across systems When you want to shift from admin to advisor.

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: Approximately 6, 8 hours to complete the course, plus 3 hours to implement the first iteration of your automated QBR system.

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 Prep in 3 Hours

A tailored system for account managers drowning in quarterly reporting cycles

$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 each quarter rebuilding the same client review deck from scratch

The situation this course is for

Who this is for

Account managers in tech companies under efficiency pressure, responsible for client retention and renewal, who run QBRs manually and are tired of redoing the same work each quarter

Who this is not for

This is not for VPs who delegate reporting, SaaS admins focused on tooling, or anyone not directly assembling client business reviews

What you walk away with

A single source-of-truth template that auto-populates usage, adoption, and sentiment data
A stakeholder-validated narrative framework approved in advance
A 3-hour QBR assembly workflow that replaces 20+ hours of rework
A repeatable process that survives team changes and client turnover
Confidence to shift from data gathering to strategic advising

The 12 modules (with all 144 chapters)

Module 1. Map Your QBR Stakeholders

Identify who needs what from your QBR and when. Clarify expectations across client teams, internal leadership, and support functions to prevent last-minute changes.

12 chapters in this module

List all QBR audiences
Define their decision role
Note their preferred format
Track past feedback points
Group by data need
Assign communication owner
Flag approval dependencies
Document escalation paths
Identify silent influencers
Map timing constraints
Capture delivery channels
Verify alignment triggers

Module 2. Audit Your Data Sources

Inventory every system feeding your QBR. Evaluate reliability, access frequency, and update lag to eliminate manual reconciliation.

12 chapters in this module

List all input systems
Check update frequency
Test data accuracy
Find overlap points
Assess access permissions
Map field definitions
Identify manual steps
Score automation potential
Flag ownership gaps
Document export formats
Trace change logs
Plan source cleanup

Module 3. Design the Unified Template

Build a single slide deck structure that satisfies all stakeholders and allows for modular updates.

12 chapters in this module

Define core sections
Lock narrative flow
Choose visual standards
Set data thresholds
Build summary dashboard
Create appendix rules
Add client branding
Embed usage charts
Include risk indicators
Insert adoption benchmarks
Add renewal triggers
Version control plan

Module 4. Automate Data Pulls

Set up lightweight automation to populate your template from source systems without manual exports.

12 chapters in this module

Choose automation tool
Connect to CRM
Pull product usage
Sync support tickets
Aggregate feedback
Schedule refresh
Test error handling
Set alert triggers
Validate output
Document access keys
Train backup owner
Monitor consistency

Module 5. Standardize Commentary

Replace reactive writing with pre-approved language banks for common scenarios.

12 chapters in this module

List recurring insights
Draft neutral phrasing
Write growth narratives
Create risk language
Build adoption scripts
Add renewal prompts
Include escalation wording
Align with messaging
Store in shared library
Tag by client tier
Update quarterly
Approve with leadership

Module 6. Lock the Review Cadence

Establish a fixed internal timeline so feedback happens early, not during final prep.

12 chapters in this module

Set draft deadline
Assign reviewer roles
Create comment window
Define revision rules
Plan legal input
Schedule client preview
Build approval checklist
Track sign-off status
Notify stakeholders
Archive feedback
Adjust for holidays
Enforce no-late changes

Module 7. Build Client Feedback Loops

Incorporate client input early so their expectations match your report.

12 chapters in this module

Send pre-call survey
Ask for priorities
Capture usage concerns
Note team changes
Track goal progress
Request success stories
Confirm metrics
Align on risks
Update adoption plan
Log sentiment cues
Adjust messaging
Close feedback loop

Module 8. Create the 3-Hour Assembly Process

Combine your assets into a time-boxed, repeatable workflow.

12 chapters in this module

List all inputs
Set data refresh
Open master template
Insert auto-charts
Pull commentary blocks
Update client context
Review risk flags
Finalize dashboard
Run spell check
Export formats
Send for approval
Log completion

Module 9. Onboard Your Team

Train others to use the system so it survives turnover and scales across accounts.

12 chapters in this module

Document process steps
Record walkthrough
Host training session
Assign test run
Gather feedback
Update playbook
Name backup owner
Set refresh schedule
Share template access
Monitor adoption
Answer FAQs
Improve iteratively

Module 10. Handle Edge Cases

Plan for mergers, outages, leadership changes, and other disruptions.

12 chapters in this module

Define merger protocol
Plan for data gaps
Handle team turnover
Adjust for outages
Manage executive changes
Respond to churn signs
Update during transitions
Flag escalation paths
Preserve version history
Communicate delays
Rebaseline goals
Track exceptions

Module 11. Measure Your Time Saved

Track hours saved and stakeholder satisfaction to prove the system’s ROI.

12 chapters in this module

Log prep hours
Survey stakeholders
Compare cycle times
Track revision rounds
Measure approval speed
Note client feedback
Calculate effort delta
Report time savings
Share success
Adjust benchmarks
Celebrate wins
Reinforce adoption

Module 12. Scale to Your Portfolio

Apply the system across all your accounts with tiered customization.

12 chapters in this module

Categorize accounts
Define tier rules
Customize templates
Set automation levels
Assign team roles
Roll out in batches
Monitor consistency
Collect feedback
Adjust workflows
Standardize reporting
Track adoption rate
Optimize over time

How this maps to your situation

When you’re rebuilding the same deck every quarter
When stakeholders request last-minute changes
When data doesn’t match across systems
When you want to shift from admin to advisor

Before vs. after

Before

Spending 20+ hours each quarter manually compiling data, rewriting commentary, and defending inconsistencies in client reviews

After

Assembling a polished, stakeholder-approved QBR in 3 hours using a repeatable, automated system

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: Approximately 6, 8 hours to complete the course, plus 3 hours to implement the first iteration of your automated QBR system.

If nothing changes

Continuing to spend 80+ hours per year on manual QBRs means less time for strategic advising, higher risk of errors, and missed opportunities to differentiate your value during renewal cycles.

How this compares to the alternatives

Generic productivity courses don’t address the structural inefficiencies of QBRs. Off-the-shelf templates don’t account for your data sources or stakeholder needs. This course delivers a tailored system that works with your stack and your clients.

Frequently asked

Will this work with my CRM and product analytics tools?

Yes. The course includes integration guides for common platforms and teaches you how to adapt the system to your tech stack.

How is the course structured?

12 modules, each containing 12 chapters (144 chapters total).

Can I share this with my team?

Each purchase is for one recipient. Team licensing is available upon request.

$199 one-time. Approximately 6, 8 hours to complete the course, plus 3 hours to implement the first iteration of your automated QBR system..

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