5 Powerful QBR Questions That Build Trust and Identify Growth Opportunities

Published:
January 21, 2025

Quarterly Business Reviews (QBRs) are your opportunity to go beyond surface-level discussions and dive into meaningful conversations that strengthen client relationships and uncover new opportunities for growth.

Asking the right questions during a QBR can make all the difference in positioning yourself as a trusted advisor.

Here are five powerful questions to include in your QBRs that foster trust, align goals, and open doors for mutual success.

1. How Have Your Goals or Priorities Changed This Quarter?

This question sets the stage for an insightful conversation. Businesses evolve quickly, and what mattered to your client three months ago might not be a priority today.

  • Why It Matters: Understanding shifts in client goals helps you stay aligned with their evolving needs and ensures your solutions remain relevant.
  • How to Use It: Listen carefully for any changes and adjust your strategies to show that you’re proactive and adaptable.

2. What Are the Biggest Challenges You’re Facing Right Now?

Every client has obstacles they’re trying to overcome. By understanding their pain points, you can position yourself as a problem-solver and create value through tailored solutions.

  • Why It Matters: Addressing challenges head-on reinforces your role as a trusted partner, not just a vendor.
  • How to Use It: Offer actionable recommendations or resources that show you’re invested in helping them succeed.

3. What’s Been Most Valuable About Our Partnership So Far?

This question invites feedback while highlighting the positive aspects of your work. It encourages clients to articulate the benefits they see in your partnership.

  • Why It Matters: Understanding what clients value helps you focus on areas of strength and identify opportunities to expand the relationship.
  • How to Use It: Use their feedback to double down on what’s working and explore ways to build on that value.

4. Are There Any Upcoming Initiatives Where We Could Provide Support?

Proactively asking about upcoming projects or priorities shows your commitment to their future success and opens the door for potential upsell or cross-sell opportunities.

  • Why It Matters: Demonstrating foresight positions you as a strategic partner who’s ready to contribute to their success.
  • How to Use It: Highlight relevant services or products that align with their upcoming needs.

5. How Can We Improve to Serve You Better?

Even the best partnerships have room for growth. Asking this question demonstrates humility and a willingness to adapt based on their feedback.

  • Why It Matters: Clients appreciate partners who listen and act on their input, which strengthens trust and loyalty.
  • How to Use It: Follow up on their suggestions and show them you’re serious about continuous improvement.

Why These Questions Work

Asking thoughtful, client-focused questions transforms your QBRs from transactional check-ins to strategic conversations. By focusing on their goals, challenges, and future priorities, you’ll reinforce your value and uncover new ways to grow the relationship.

QBRs are more than just a chance to share updates—they’re an opportunity to deepen client trust and uncover untapped potential. By asking these five powerful questions, you’ll position yourself as a proactive, strategic partner who’s invested in their success.

Ready to deliver QBRs that drive trust, retention, and growth? Join our QBR Mastery program to learn proven frameworks, client-centric strategies, and tools that ensure every QBR makes an impact.

Learn more about our QBR Mastery program here: https://www.amplifyam.com/qbr-mastery