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Symphony Talent Solutions

How Symphony Talent doubled enterprise QBR completion rates with automated scheduling cadences

Symphony Talent Solutions is an enterprise recruitment marketing platform supporting global employers with automated candidate attraction and employer branding.

Industry
B2B SaaS
Team
210 employees (35 CSMs)
Based in
Chicago, IL & Atlanta, GA
Rolled out in
2 weeks
Quarterly business review completion
+68%Customer success teams booked 280 QBRs in the first 3 weeks of each financial quarter
  • +68%QBR completion increaseEnterprise accounts completing executive quarterly reviews jumped from 52% to 87%
  • 3 wksQuarterly review booking waveAll enterprise accounts scheduled within the first 21 days of each financial quarter
  • +19 ptsGross revenue retentionDirectly correlated with regular executive alignment and roadmap reviews
01

The scheduling problem at Symphony Talent Solutions

Customer success managers struggled to secure 60-minute QBR meetings with client VP of Talent and Chief HR Officers, who rarely responded to manual scheduling outreach.

  • Only 52% of enterprise accounts completed their designated executive quarterly review
  • CSMs spent up to 30 emails over 6 weeks trying to coordinate client leadership and internal account teams
  • Surprise end-of-year churn frequently occurred in accounts that missed their executive reviews
Compared against: FY 2025 Account Management Review
02

What Symphony Talent Solutions set up in Caletus

Symphony established automated QBR scheduling campaigns triggered 45 days before quarter-end, providing clients with pre-coordinated collective links for the CSM and executive sponsor.

  • Collective multi-host scheduling for account teams
  • CRM-triggered automated email booking campaigns
  • Custom pre-QBR agenda submission questionnaires
  • Automated calendar reminder sequences with executive summary attachments
Rollout
  1. Week 1
  2. Week 2 · live
At the start of each quarter, Caletus links evaluating both the lead CSM and assigned executive sponsor's availability were automatically dispatched to enterprise decision-makers with personalized agenda templates.
03

The results at Symphony Talent Solutions

Enterprise QBR completion soared to 87%, leading to a 19 percentage point rise in gross revenue retention across tier-1 client accounts.

  • Enterprise QBR completion rateHow: Gainsight customer milestone dashboardRose from 51.8% to 87.2% across 320 enterprise logos
  • Time required to book QBR sessionHow: Account team email coordination time logsDecreased from 32 calendar days to 3.4 business days
  • Annual contract renewal rateHow: Finance annual recurring revenue retention reportNet retention improved by 19 percentage points on accounts with completed QBRs
Quarterly Business Reviews are the single strongest predictor of enterprise contract renewal. Before Caletus, our CSMs spent the final month of every quarter begging executives for calendar time. Automated multi-host booking cadences completely solved it.
Marcus RiveraMarcus RiveraVP of Customer Success, Symphony Talent
If you remember three things

What other teams can learn from Symphony Talent Solutions

  1. Scheduling critical client reviews early in the quarter prevents end-of-quarter renewal surprises.
  2. Multi-host collective links ensure both the front-line CSM and executive sponsor attend without calendar confusion.
  3. Automated pre-QBR questionnaire intake ensures meetings focus on strategic value rather than status updates.

The Caletus features Symphony Talent Solutions used

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