QTRBK™ - Run HubSpot Like a Pro Team

What is QTRBK?

QTRBK is a HubSpot App designed to build focused HubSpot teams and empower them to achieve business goals. QTRBK provides tools to:

• Run effective Quarterly Business Reviews (QBRs)
• Set and validate SMART Goals
• Track progress with Scorecards
• Facilitate meaningful conversations during QBRs, WIP meetings, and Training Sessions
• Get help in HubSpot from your HubSpot Team with Quick Assists.

We're working on more features to help HubSpot users get the most out of HubSpot and achieve their business goals and this list will be updated.

How do I say QTRBK?

QTRBK is pronounced "Quarterback" and the idea came for the idea of a quarterback in American Football who leads the team, calls the plays and helps the team achieve their goals.

Why did you build QTRBK?

As HubSpot Partners we saw the need for a system to help our clients (and other organisations) using HubSpot to achieve their goals, and get the most out of HubSpot. QTRBK was designed and developed to create a HubSpot Team with accountability, streamline the QBR process, making it easier for businesses to set and track goals, measure success, and strengthen client relationships.

Who is QTRBK for?

QTRBK is designed for:

• HubSpot agencies managing multiple client portals who need a consistent rhythm of training, optimisation, and progress

In-house teams using HubSpot who want clearer ownership, better adoption, and accountability in their portal.

What is a QBR?

A Quarterly Business Review (QBR) is a strategic meeting held every quarter between a service provider (like a HubSpot Partner) and their clients to review performance, discuss progress towards goals, and plan for the upcoming quarter. QTRBK helps facilitate this process by providing tools to set SMART Goals, track progress with Scorecards, and manage QBR meetings effectively.

What is a WIP Meeting?

A WIP (Work In Progress) Meeting is a regular check-in meeting held between team members and stakeholders to discuss the progress of ongoing projects, address any challenges, and ensure alignment on goals and priorities. In QTRBK, WIP Meetings are used to keep teams focused on their SMART Goals and provide an opportunity to discuss any Quick Assists needed to overcome obstacles.

What is a SMART Goal?

A SMART Goal is a specific, measurable, achievable, relevant, and time-bound (quarterly) objective that helps individuals and teams set clear and actionable targets. QTRBK uses AI to help validate that the goals set during the QBR process meet the SMART criteria, ensuring they are well-defined and attainable within the quarter. SMART Goals are matched with QTRBK Scorecard Metrics to automatically track progress throughout the quarter; or Custom Goals measured by the team.

What is a Quick Assist?

A Quick Assist is a feature in QTRBK that allows team members to request help or support from colleagues or other teams quickly and easily. It streamlines the process of seeking assistance, ensuring that help is provided promptly to address challenges or obstacles faced during the quarter.

How does a Quick Assist differ from a regular support ticket?

A Quick Assist is designed for internal team collaboration, allowing team members to request help from your QTRBK Team (your agency or portal owners). Quick Assists are typically related to business goals and HubSpot enablement.

Important: QTRBK provides portal/agency support and enablement. It does not replace HubSpot Support. For platform issues, billing, or technical bugs, contact HubSpot Support directly.

How do I install QTRBK?

You can install QTRBK from the QTRBK Website, the HubSpot Marketplace, or the website of registered QTRBK Partners who use the QTRBK App to help their clients grow their business.

What Hubspot Subscriptions do I need to use QTRBK?

QTRBK requires at least a HubSpot Starter CRM subscription to function. However, to get the most out of QTRBK's features, we recommend using it with HubSpot Professional or Enterprise subscriptions, which offer advanced CRM capabilities and integrations that complement QTRBK's functionality.

If you are considering upgrading HubSpot from Free or Starter, please contact us at support@qtrbk.com for advice on the best HubSpot plan for your business needs.

How much does QTRBK cost?

QTRBK has tiers to suit most organisations from solopreneurs to large organisations:

1. Champion: Solopreneurs, consultants, and freelancers
2. Team: Small teams and agencies
3. Multi-team: Larger organisations with multiple teams across different business areas, timezones or departments.

Do you offer a guarantee?

Yes, if you are not happy with QTRBK within the first 30 days of your subscription, we will give you a full refund. All we ask in return is for your feedback on how we can improve the app.

Do you offer a free trial?

No, but we do offer a 30 day money back guarantee so you can try QTRBK risk free.

Am I locked into a contract?

No, QTRBK is a quarterly subscription – paid monthly – with no long term contracts. You can cancel your subscription at any time from your account settings.

Why does the QTRBK app ask for lots of permissions when I install it?

QTRBK needs permissions to read data in your HubSpot CRM to provide the full functionality of the app, the majority of the data read is used to calculate the Scorecards for the SMART Goals you set.

The only data QTRBK writes to your Hubspot Portal is the Quick Assist data. We only request the minimum permissions necessary to operate the app.

You can review the permissions requested during installation or check the Scopes List in our Privacy Policy at https://www.qtrbk.com/privacy-policy

How do I set up my first QBR in QTRBK?

To set up your first QBR in QTRBK, install the app from the QTRBK Website or HubSpot Marketplace, then book a Kick Off Session with our team, or your HubSpot Partner who recommended QTRBK to you. During the Kick Off Session, we will guide you through the process of setting up your QBR, including defining your SMART Goals, configuring Scorecards, and scheduling your first QBR meeting.

How long does it take to set up QTRBK?

Installing the QTRBK app takes just a few minutes. The Kick Off Session is typically less than an hour depending on the number of team members and complexity of your goals.

How do I uninstall QTRBK?

To uninstall QTRBK follow these steps:

1. Log in to your HubSpot account and navigate to the "App Marketplace."
2. Find QTRBK in your list of installed apps
3. Click on the app to open its details page
4. Click the "Uninstall" button and confirm your choice.

QTRBK's use of AI is subject to change as we add new features. We will let customers know, and update our website, when we add new AI features and we will make any features consuming data optional where possible.

What AI technologies does QTRBK use?

QTRBK uses Anthropic's API in the app to:

1. validate SMART Goals in the Quarterly Business Review (QBR) process
2. match the SMART Goals to QTRBK Scorecard Metrics to chart Goal progress through the Quarter.

What does AI have access to?

We only use AI to analyse data you enter during the QBR process and our curated list of scorecard metrics. AI has no access to your HubSpot so it's easier to say what AI can not access:

1. AI can NOT access your HubSpot CRM
2. AI can NOT access the data we store in the database
3. AI can NOT access your calendar or the QTRBK Meetings.

How does the QTRBK Team use AI?

We use AI extensively to help us write and edit documentation, marketing copy, and code. We do not use AI to make business decisions or to analyze customer data.

1. QTRBK uses HubSpot's AI tools
2. QTRBK uses AI to help write and edit code, tests and documentation.
3. QTRBK uses AI to help write and edit marketing copy.

All AI usage is reviewed by a human before being published or used.

QTRBK takes your privacy and data security seriously.

How does QTRBK handle my data?

Your data is only used to provide the QTRBK service. We will never sell or share your data with third parties. We have a detailed list of data handling practices in our Privacy Policy which you can find at https://www.qtrbk.com/privacy-policy

Where is my data stored?

QTRBK uses Amazon Web Services (AWS) to host our application and store your data. Our database is hosted in AWS's Frankfurt region. AWS is compliant with many industry standards including SOC 2, ISO 27001, and GDPR. You can find more information about AWS's compliance programs at https://aws.amazon.com/compliance/programs/

Is QTRBK GDPR compliant?

Yes. QTRBK complies with GDPR, CCPA, and Australian Privacy Act requirements. We have documented legal bases for processing, support data subject rights requests, and use Standard Contractual Clauses for international transfers. See our full Privacy Policy for details.

Do you sell my data?

No. We never sell your personal information or share it for advertising purposes. Your data is only used to provide the QTRBK service.

Can I delete my data?

Yes. You can request account deletion at any time by contacting support@qtrbk.com. Your personal data will be deleted within 30 days, and backups purged within 90 days.

What happens to my data if I cancel my subscription?

Your account is deactivated immediately upon cancellation. We retain your data for 90 days to allow for reactivation, after which it is deleted.

How do I contact QTRBK support?

You can contact QTRBK support:

1. using the Support Option from the QTRBK App Home Screen
2. complete the form at https://www.qtrbk.com/support
3. email support@qtrbk.com

Is QTRBK or the QTRBK Partner App certified by HubSpot?

Not yet. We have applied for the App Certification which is a six month process. The lead developer Mike Eastwood, from Webalite, is a Certified App Developer.

What is QTRBK Partner Connect?

QTRBK Partner Connect is a HubSpot Partner focused version of QTRBK that helps HubSpot Partners build client capability in a QTRBK Team, streamline the QBR process with their clients. It includes features tailored for agencies, customizable registration forms, landing pages, and thank you pages to give clients a branded installation experience.

Can I use QTRBK Partner Connect if I'm not a HubSpot Partner?

No, QTRBK Partner Connect is only available to Certified HubSpot Partners. If you are not a HubSpot Partner you can use the standard QTRBK app available from the QTRBK Website or the HubSpot Marketplace.

How much does QTRBK Partner Connect cost?

We have two options for QTRBK Partner Connect, please book a demo with the QTRBK Team to learn more.

Is there an onboarding cost for QTRBK Partner Connect?

Yes, there is a one time onboarding cost to set up your QTRBK Partner Connect account, registration form, landing page, and thank you page. This also includes a Kick Off Session to help you get started with QTRBK Partner Connect. Please book a demo with the QTRBK Team to learn more.

Can I run QBRs with my internal team (not clients)?

Yes, QTRBK can be used to run QBRs with your internal team as well as with your clients. The app is designed to help HubSpot Partners manage multiple client portals, but it can also be used to facilitate QBRs and goal tracking within your own organisation.

How do I install QTRBK Partner Connect?

You can install QTRBK Partner Connect from the QTRBK Website or the HubSpot Marketplace. QTRBK Partner Connect is only available to Certified HubSpot Partners.

What does QTRBK Partner Connect add to my HubSpot Portal?

Installing QTRBK Partner Connect creates these assets in your portal:

1. Custom Properties for the QTRBK Registration Form
2. A Custom Module that holds the QTRBK Form and manages the installation
3. A Registration Form, using the Custom Properties, to install QTRBK
4. A Landing Page with the Custom Module and Form to install QTRBK
5. A Thank You Page to confirm registration and provide next steps

If you cancel your QTRBK Partner Connect subscription you can safely delete these assets from your HubSpot Portal. Companies and Contacts created during the registration process will remain in your HubSpot CRM.

Can I add additional fields to the QTRBK Registration Form?

Yes, you can add additional fields to the QTRBK Registration Form in HubSpot. The form will store data in your HubSpot CRM and QTRBK will only read the fields in the form that was installed when you set up the app.

Can I customize the content in the Landing Page and Thank You Page?

Yes, you can customize the Landing Page and Thank You Page in HubSpot to match your branding and messaging. You can use HubSpot's drag-and-drop editor to make changes to the design and content of the pages.

IMPORTANT: if you change the Thank You Page URL please let us know at support@qtrbk.com so we can update the app settings.

Can I add different Landing Pages and Thank You Pages for different campaigns?

Yes, you can create multiple Landing Pages and Thank You Pages in HubSpot and use them for different campaigns.

IMPORTANT: if you add a new Thank You Page URL please let us know at support@qtrbk.com so we can update the app settings.

How do I uninstall QTRBK Partner Connect?

To uninstall QTRBK Partner Connect, follow these steps:

1. Log in to your HubSpot account and navigate to the "App Marketplace."
2. Find QTRBK Partner Connect in your list of installed apps.
3. Click on the app to open its details page.
4. Click the "Uninstall" button and confirm your choice.