S3 Ep3 Stop Doing QBRs: Why Joint Business Planning Wins Deals
Wed Feb 04 2026
Stop Doing QBRs: Why Joint Business Planning Wins Deals
Does the calendar invite for a "Quarterly Business Review" make you dread the next hour? You aren’t alone. Most QBRs are nothing more than "Death by PowerPoint"—looking backward at data you can’t change and defending why you missed a number.
In Part 3 of our Customer Intelligence arc, host Katrina Purcell and Guest in Residence Glenn Perera (Perera Insights) explain why you need to stop interrogating your clients and start co-creating with them.
We break down the shift from the backward-looking QBR to the forward-looking Joint Business Planning (JBP) session—a strategy that turns you from a vendor into a strategic partner.
In this episode, we cover:
The "Interrogation" Trap: Why traditional QBRs feel like a trial, and how to change the dynamic by "sitting on the same side of the table."
The "Pre-Read" Rule: One simple email tactic that saves you 45 minutes of meeting time and eliminates the bore of reciting metrics.
The "3 Crazy Ideas" Pitch: How to end every meeting with energy by pitching wild, creative ideas instead of just reporting status.
The Human KPI: Why helping your contact get a promotion is the ultimate retention strategy.
Memorable Quote: "A QBR is looking in the rearview mirror to justify the past. Joint Business Planning is sitting next to each other to pick the destination." — Glenn Perera
🎙️ ABOUT THE GUEST Glenn Perera is the founder of Perera Insights and a veteran in customer intelligence. He specializes in turning messy, raw customer data into clear, actionable business strategies. He helps founders move beyond gut feelings to build products that customers actually need.
Connect with Glenn: https://www.linkedin.com/in/glennperera/ Perera Insights: https://pererainsights.com/
🚀 ABOUT MANAGED CHAOS
Managed Chaos is the podcast for startup founders, COOs, and leaders who are tired of the fluff. We give you the startup business rundown in less time than it takes to get to work. Hosted by Katrina Purcell.
🔗 CONNECT WITH US
Website: www.themanagedchaospodcast.com
LinkedIn: https://www.linkedin.com/in/katrina-purcell/
Instagram: https://www.instagram.com/managedchaospodcast
✨ Special Offer from Pobl.io
Outsourcing your US tech talent should not be hard. With pobl.io you will get high-quality teams on demand and enjoy huge cost savings for your business. Try it now at pobl.io. Mention the amazing Managed Chaos when you email us and get a free market data report.
Loved this episode? Hit the "Follow" button so you don't miss our next episode, where we discuss how to filter all this new feedback without destroying your product roadmap.
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Stop Doing QBRs: Why Joint Business Planning Wins Deals Does the calendar invite for a "Quarterly Business Review" make you dread the next hour? You aren’t alone. Most QBRs are nothing more than "Death by PowerPoint"—looking backward at data you can’t change and defending why you missed a number. In Part 3 of our Customer Intelligence arc, host Katrina Purcell and Guest in Residence Glenn Perera (Perera Insights) explain why you need to stop interrogating your clients and start co-creating with them. We break down the shift from the backward-looking QBR to the forward-looking Joint Business Planning (JBP) session—a strategy that turns you from a vendor into a strategic partner. In this episode, we cover: The "Interrogation" Trap: Why traditional QBRs feel like a trial, and how to change the dynamic by "sitting on the same side of the table." The "Pre-Read" Rule: One simple email tactic that saves you 45 minutes of meeting time and eliminates the bore of reciting metrics. The "3 Crazy Ideas" Pitch: How to end every meeting with energy by pitching wild, creative ideas instead of just reporting status. The Human KPI: Why helping your contact get a promotion is the ultimate retention strategy. Memorable Quote: "A QBR is looking in the rearview mirror to justify the past. Joint Business Planning is sitting next to each other to pick the destination." — Glenn Perera 🎙️ ABOUT THE GUEST Glenn Perera is the founder of Perera Insights and a veteran in customer intelligence. He specializes in turning messy, raw customer data into clear, actionable business strategies. He helps founders move beyond gut feelings to build products that customers actually need. Connect with Glenn: https://www.linkedin.com/in/glennperera/ Perera Insights: https://pererainsights.com/ 🚀 ABOUT MANAGED CHAOS Managed Chaos is the podcast for startup founders, COOs, and leaders who are tired of the fluff. We give you the startup business rundown in less time than it takes to get to work. Hosted by Katrina Purcell. 🔗 CONNECT WITH US Website: www.themanagedchaospodcast.com LinkedIn: https://www.linkedin.com/in/katrina-purcell/ Instagram: https://www.instagram.com/managedchaospodcast ✨ Special Offer from Pobl.io Outsourcing your US tech talent should not be hard. With pobl.io you will get high-quality teams on demand and enjoy huge cost savings for your business. Try it now at pobl.io. Mention the amazing Managed Chaos when you email us and get a free market data report. Loved this episode? Hit the "Follow" button so you don't miss our next episode, where we discuss how to filter all this new feedback without destroying your product roadmap.