1. New and improved QBR meeting designer.
Allows the user to plan their QBR
- Why is the information being presented?
- What do we need to talk about with the client?
- What decisions do we need to make or approvals are seeking as a result?
(These notes will form the basis of the meeting minutes)
2. Minor fixes to address bug in the questionnaire setup
There was a minor bug that caused question selections to be ignored when scrolling. This is fixed now.
3. Sets the foundation for a major release due before the end of the month that will include:
- QBR agenda templates so you can tailor QBRs to different client profiles
- Minute taking and recording agreed actions, that can be posted to ConnectWise
4. Additional Client Information for QBRs
- Add recording contacts
- Add client lifecycle information
5. Account Manager dashboard reporting
- Performance by account manager
Look forward to the QBR minuting update in late February 2023!
