Customer Business Review (CBR)
A Customer Business Review (CBR) is a structured, periodic meeting between the BeyondTrust Sales team and a customer. Its purpose is to evaluate the overall health of the relationship, review progress against agreed goals, and align on future strategies to ensure mutual success.
Agenda — 30-Minute Customer Business Review
- Document current solution versions and deployment status
- Capture open support cases and identify items for escalation
- Discuss current implementation and any desired future state
- Escalate any concerns and assign ownership
- Define next steps and follow-up actions
CBR Sections
- Company Information
- Meeting Participants
- Current BeyondTrust Footprint
- Support Resources
- BeyondTrust Resources
- Explore Future Initiatives
- Export Review as PDF