Situation
Accounts needed a predictable way to review value, surface risk, and find expansion before renewal, instead of ad hoc check-ins that drifted.
Gresham & Myers
06/2020 to 10/2023
Account Manager / Customer Success Manager
New ARR and renewals through a quarterly business review rhythm
Grew $50K+ in new ARR and held a 90%+ renewal rate by running a repeatable quarterly business review process.
Task
Grow new ARR while protecting renewals. Install a review rhythm customers and the internal team could count on each quarter.
Action
Built and ran a quarterly business review process. Used each QBR to confirm outcomes, flag risk early, and identify where new work belonged, then carried those actions into the next quarter.
Result
- $50K+ new ARR
- 90%+ renewal rate via a quarterly business review process