Schedule QBRs, executive check-ins, and training sessions without the email chaos. Get all stakeholders in one meeting, every time.
You need to schedule Q1 QBRs with 15 key accounts. Each needs their CEO, CTO, and Project Lead.
Send email to first customer: "When can we do your Q1 business review?"
Wait 3 days. CEO's assistant replies with 3 time slots
Check with CTO and Project Lead. None of those times work
Suggest new times. CEO is traveling for 2 weeks
Finally find a time after 12 emails. Move to second customer
Repeat this process 14 more times
Three weeks later, 6 QBRs still not scheduled. Customers feel neglected
Time spent per customer:
2-3 hours
Multiplied by 15 accounts = your entire week gone
Same scenario: 15 QBRs to schedule with multiple stakeholders each.
"Q1 QBRs - March" with your available time slots
Each customer gets the same link asking their CEO, CTO, and PM to submit availability
See all responses on one heat map. Assign optimal times. Send all invites at once
Time spent total:
2 hours
All 15 QBRs scheduled. Happy customers. Week saved
Schedule an entire quarter of QBRs in the time it used to take for one meeting.
Get all stakeholders in the room. No more QBRs with just one person attending.
Show customers you respect their time. Modern tools build confidence in your team.
Calendar invites go out automatically. Customers get reminders. Fewer no-shows.
CSMs manage more accounts with the same time investment. Grow without burnout.
QBRs, training sessions, onboarding calls, executive check-ins—one tool for all of it.
"BatchBook let our team scale from managing 50 accounts to 120 accounts without adding headcount. Scheduling used to be our biggest bottleneck. Now it takes 5% of our time instead of 40%."
How Alicia's team scheduled Q1 QBRs for 25 enterprise accounts
Alicia created "Q1 2024 QBRs" collection with 1-hour slots spread across March
Each of her 5 CSMs sent personalized emails to their 5 accounts (25 total) with the same BatchBook link
Stakeholders from all 25 accounts submitted their availability (72 people total)
Team meeting: Alicia shared her screen with the heat map showing all 72 stakeholders' availability
Team collaboratively assigned optimal time slots for all 25 QBRs (choosing times with maximum stakeholder overlap)
Sent calendar invites to all 72 stakeholders with meeting prep materials. All 25 QBRs locked for March