Metrics, Data & Attribution
QBRs that Partners Actually Want to Attend
Date
Oct 9, 2025
Author
Matt Astarita
Struggling to get your top partners to show up for the Quarterly Business Review (QBR)? Let's clear the air. If your partners are cancelling on you, it’s not because they are busy. It’s because your meetings are boring.
Most QBRs are Autopsies. You spend 60 minutes looking at dead data from 3 months ago.
"Here is how many leads you sent."
"Here is the conversion rate."
"Please send more next quarter."
This is a waste of life. The partner already knows the numbers. They have the dashboard. In 2026, a QBR should not be a Review. It should be a Preview.
Here is how to run a strategy session that partners actually fight to get on the calendar.
The 15/45 Rule (Flip the Script)
The standard agenda is 45 minutes of "Looking Back" and 15 minutes of "Looking Forward." Reverse it.
0-15 Minutes: The "Rearview Mirror." (Quickly validate the past).
15-60 Minutes: The "Windshield." (Strategy, Co-marketing, New Products).
If you spend more than 15 minutes discussing a deal that closed in January, you are failing. The money is already in the bank. Focus on the money that isn't in the bank yet.
The "One-Slide" Data Policy
Do not bring a 40-slide deck. Nobody reads it. Bring One Slide with the 3 metrics that matter.
Sourced Revenue: (The Cash).
Pipeline Velocity: (The Efficiency).
The "Blocker" Metric: (The Problem).
The Blocker Metric is the only one worth discussing.
"We see that 40% of your leads are getting stuck in 'Stage 2'. Why? Is our enablement bad? Is your team pitching the wrong use case?"
This turns the meeting from a "Report" into a "Workshop."
[Internal Link Opportunity]: Link this section to Article #81: "The Only 3 KPIs Your CFO Cares About" to align the metrics.
The "Exec Drop-In" (Status Arbitrage)
Your Partner Manager talks to their Partner Manager every week. The QBR needs to feel different. The Tactic: The 10-Minute Executive Cameo.
Invite your VP of Sales or CPO (Chief Product Officer) for the first 10 minutes.
The Script: "Hey guys, just wanted to pop in and say we love the work you're doing. Also, here is a secret leak of our Q3 product roadmap that nobody else has seen yet."
Why this works:
Exclusivity: You gave them insider info.
Respect: You validated their importance to the C-Suite.
Attendance: They will never skip a meeting where the CPO might show up.
The "Give/Get" Balance
Most QBRs are just you asking for things ("Get"). You must bring a "Give."
The Menu of Gives:
New Leads: "Here are 3 accounts we are targeting that we want to pull you into."
Marketing Budget: "We have $5k left in the quarter. Do you want to run a joint dinner?"
Product Beta: "We are opening 5 spots for the new AI feature. We saved one for you."
If they leave the meeting with more resources than they entered with, they will always take your call.
The "Airing of Grievances" (Safe Space)
A partnership without friction is a lie. Dedicate 10 minutes to "The Ugly."
Ask explicitly: "What is the one thing we did this quarter that annoyed your team the most?"
Maybe your support was slow.
Maybe your commissions were late.
Maybe your sales rep stole a lead.
If you don't ask, they won't tell you. They will just quietly churn. When you ask, you drain the toxicity from the relationship.
[Internal Link Opportunity]: Link this section to Article #74: "Managing Conflict in Strategic Alliances" to show how to handle what they tell you.
The Output: The "Mutual Action Plan" (MAP)
Do not end with "Great chat." End with a Signed MAP.
Who: (John).
Will Do: (Intro us to Acme Corp).
By When: (Friday).
If it isn't written down, it won't happen. Send the email summary before you leave the Zoom room.
The Verdict for 2026
The QBR is the heartbeat of the relationship. If the heartbeat is weak, the partnership dies.
Stop reporting the news. Make the news. Make your QBR the most high-value hour of their quarter.




