Running Business Reviews That Deliver Value

PROGRAM DESCRIPTION

Join Sales Assembly and Pamela Marsh for Running Business Reviews That Deliver Value, part of the Strategic Account Management certification.

This program focuses on turning QBRs and EBRs into strategic conversations that deepen customer commitment. Participants learn planning, facilitation, and storytelling techniques that bring insight, strengthen alignment, and uncover new growth opportunities during reviews.

WHAT YOU’LL WALK AWAY WITH

• Current state, ideal state, action: spend about 20% looking back and the rest on what’s next.
• Bring a point of view: recommend what to measure next, then ask the customer to stack-rank it.
• One outcome, not 20 KPIs: lead every chart with an insight headline and put the extra data in an appendix.
• Co-build it live: put discussion prompts on the slides and capture the customer’s words in edit mode.
• A deck that walks the halls: a QBR the customer can forward to their execs and have it land without you.
• A learner takeaway guide with two exercises for that week and ready-to-use AI prompts.

FROM A PREVIOUS SESSION

116 attended ◦ 4.56/5 average rating

“The speaker was very clear and gave really good real world examples.” Customer Success Manager

Watch a clip from the last session

ADDITIONAL INFO TO KNOW

This program was built in collaboration with one of our Executives-in-Residence. To earn the certification, complete all required live programs (in any order) and be live on Zoom for at least 40 minutes of each. The program is open to all employees of Sales Assembly member companies who are logged in to their account (for help, email support@salesassembly.com), and all registrants comply with our Terms and Conditions.