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Strategic Calls 

Strategic calls - also called Quarterly Business Reviews (CBR) - are intended for teams running Primefold XI continuously and wanting deeper guidance over time.

Applies to Annual membership customers only.

What it is
A recurring session (typically quarterly) focused on improving outcomes, not just tool setup.

What we cover

  • Review survey results and what changed over time
  • Identify patterns, segments, and priorities
  • Share new feature updates and best practices
  • Help you get more depth from analysis (e.g., interpreting distributions, comparing groups, turning insights into actions)

How scheduling works

If you’re on an annual membership, we’ll automatically email you when it’s time to book your next strategic call (typically once per quarter). Follow the link in that email to choose a time.

If you don’t see the email or want to schedule sooner, contact us here: