Risk assessments shouldn’t feel like another box to check. Done well, they can help you start better conversations with clients about what’s working, what needs attention, and what could become a bigger issue if it gets ignored.
In this episode of Beyond the QBR, Mark Ignacio is joined by Matt Topper to talk about how CSMs, Account Managers, and client-facing leaders can use risk assessments to move past surface-level updates and into more meaningful client conversations.
They’ll look at how to connect findings to business priorities, help clients understand what actually matters, and turn those conversations into clearer next steps.
This session is for anyone focused on client retention, renewals, adoption, and long-term relationship health who wants their client conversations to feel less like a checklist and more like a path toward real outcomes.
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