Tired of quarterly business reviews that feel more like a chore than a value-add? You're not alone. This episode dives deep into why most QBRs are broken—and what to do about it—with expert guest James Ward from Clientshare.

💡 Key Insights:

• 88% of buyers say QBRs lack value and innovation
• QBRs have become bloated, ineffective "tick-box" exercises
• Insight, not just data, is what clients crave today
• Poor reviews hurt both supplier and client outcomes
• Less is more: streamline and focus to get real impact

✅ Action Steps:

• Start your QBR with your client's strategic goals—not data
• Cut the fluff: remove low-value slides and streamline content
• Link data to clear insights and recommended actions
• Use consistent templates and tools to save time
• Make your QBR a conversation, not a presentation

⚠️ Common Pitfalls:

• Overloading clients with 60+ slide decks of raw data
• Failing to offer insight or strategic recommendations
• Using outdated formats and manual PowerPoint reports
• Spending 9+ days prepping for a one-hour meeting
• Ignoring buyer frustrations with poor-quality materials

🎧 Ready to dive in? Listen now!

📝 Show notes available at https://tkcpodcast.com/056

🔗 Learn more about Clientshare https://www.myclientshare.com/

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