Instructions: For each industry, develop 1 discovery question to ask in QBRs that uncovers expansion opportunities or identifies pain points before they become churn risks.
Keep each answer to 2-4 sentences max.
Example: Industry: PE
Discovery questions: "Walk me through your last fund report. What went wrong? When does it happen again? Who collaborated?"
Question 1
Investment Banking (IB)
Question 2
Financial Advisory (FA)
Question 3
Private Equity (PE)
✅ Successfully Submitted!
Pending Manager Review
Your answers have been submitted. Please download your report below and send it to your manager for their review. Each answer is worth up to 5 points (total: 15 points).