QBR Process NA/RA

Created by Wilson, Lindsey, Modified on Tue, 12 Nov at 1:26 PM by Wilson, Lindsey

SOP – QBR Process NA/RA

General Information
Process Title: QBR Process NA/RA	Department: CSC
Effective Date: 4/1/24	Revised Date: 4/1/24

1. Introduction

This Standard Operating Procedure (SOP) outlines the process for producing customer QBR data and scorecards for NAM’s and RAM’s. QBR (Quarterly Business Reviews) are used to communicate how Fleetpride and a customer are performing.

2. Purpose

QBR are used to communicate with the customer how each are performing and discuss ways to grow, or how to overcome challenges that may present themselves.

3. Scope

SSM (Sales Support Managers) to provide customer scorecards, located in Power BI) in preparation for these meetings, occasionally other reports and asks will be needed.

4. Schedule

QBR’s will be conducted quarterly.

5. Delivery Mode

Once Scorecards and reports are ran they are usually delivered via email

6. Roles and Responsibilities

Will run customer scorecard and any other information needed for the NA/RA to conduct their QBR

SSM’s are usually not in these meetings unless they have been asked by the NAM or RAM

9. Training

Training on how to pull the scorecard out of Power BI and export it into a Powerpoint format.