What is a QBR?

A recurring meeting between a vendor and customer to review platform performance, feature adoption, and business outcomes. The vendor’s opportunity to demonstrate value; the customer’s opportunity to ask harder questions.

Vendors run QBRs. That sentence matters because it shapes what the meeting becomes. The vendor controls the agenda, the data, and the narrative. A well-run QBR presents usage metrics, highlights wins, introduces upcoming features, and positions the relationship for renewal. A typical one does all of that without ever surfacing the capabilities the customer is paying for and not using.

The information asymmetry problem

The vendor knows exactly how much of the platform you are using. They have the telemetry. They can see which features are active, which integrations are firing, and which modules have never been configured. Whether they share that picture candidly depends on how the incentives align.

Before a renewal, the incentive is to emphasize value delivered. After a renewal, the incentive shifts to driving adoption of features that justify the next renewal. Neither incentive naturally produces an honest accounting of what is working, what is not, and what the customer should consider dropping.

Flipping the dynamic

The most productive QBRs happen when the customer comes prepared with their own usage data, a list of underused features, and specific questions about activation gaps. This shifts the meeting from a vendor presentation to a working session. The vendor’s customer success team often has practical answers about why a feature is underperforming; they need a customer who asks.

Frequently Asked Questions

Who should attend a martech QBR?

The person who owns the platform operationally, not just the executive who signed the contract. Vendors prefer executive attendance because it keeps the conversation strategic and high-level. Practitioners who use the platform daily are the ones who know which features work, which ones sit untouched, and where the real friction lives.

How do you make a QBR useful instead of performative?

Come with your own data. Pull usage reports before the meeting. Identify the 3 contracted capabilities with the lowest activation. Ask the vendor to explain the gap: is it a training problem, a data readiness problem, or a feature that does not fit your use case? Shift the conversation from what the platform can do to what your team is actually doing with it.