3Cs Framework›Stage C: Create Fans›Step 8
Stage C · Month 3 · Step 8 of 9

Stick the Landing

One-Time→Lifetime
By Andrew Moon · Orange Nomad · The 3Cs Marketing Framework

A client who has never had a QBR is a client who is evaluating their contract renewal on price alone. They don't have a business relationship with you — they have a vendor relationship. And vendor relationships are vulnerable to the first competitor who shows up with a lower price.

Step 8 builds the retention and expansion infrastructure that turns transactional vendor relationships into strategic partnerships. QBRs. A monthly newsletter. A formal upsell identification process. The systems that make renewal automatic and expansion inevitable.

What This Step Covers

Schedule QBRs for top 10 clients — CSM or ops contact owns the calendar
Owner: CSM/You. Deadline: Day 61. Cost: $0.
Build the QBR agenda template — value delivered, roadmap, one upsell proposal, referral ask
Owner: You. Deadline: Day 65. Cost: $0.
Position vCIO / Strategic IT Advisory as the primary upsell at every QBR
Owner: You. Deadline: Day 61. Cost: $0.
Launch the monthly newsletter — existing email list, 1 insight + 1 update + 1 CTA
Owner: You. Deadline: Day 70. Cost: Email platform.
Identify third vertical for Month 4+ based on current client mix
Owner: You. Deadline: Day 85. Cost: $0.
The QBR Books Itself Forward

The single fix that makes QBRs happen consistently: book the next one before the current one ends. Not "let's find a time in three months." A date, a calendar invite, sent before you hang up. Clients who have a QBR in their calendar do not cancel their contract the week before it.

Get Your QBR System Built Into the Plan

Step 8 of every 90-day plan includes the QBR agenda template, newsletter framework, and upsell identification process — ready to run in Month 3.

Get the Plan — $297