Customer QBR Template

QBR STRUCTURE

QBR Agenda Template

QUARTERLY BUSINESS REVIEW (60 min)

ACCOUNT: _______________
DATE: _______________
ATTENDEES: _______________

1. VALUE DELIVERED (15 min)
☐ Usage highlights
☐ Goals achieved
☐ ROI/value metrics
☐ Success stories

2. PRODUCT UPDATES (10 min)
☐ New features used
☐ Upcoming roadmap
☐ Feature requests status

3. STRATEGIC ALIGNMENT (15 min)
☐ Business priorities
☐ Upcoming initiatives
☐ Challenges/opportunities

4. OPTIMIZATION (10 min)
☐ Best practices
☐ Unused capabilities
☐ Training needs

5. NEXT QUARTER PLANNING (10 min)
☐ Goals for next quarter
☐ Success criteria
☐ Action items
☐ Next meeting

QBR Preparation Checklist

QBR PREP CHECKLIST

2 WEEKS BEFORE:
☐ Schedule meeting
☐ Invite stakeholders
☐ Request agenda input

1 WEEK BEFORE:
☐ Pull usage data
☐ Calculate value/ROI
☐ Review support tickets
☐ Check renewal date
☐ Identify expansion opps

2 DAYS BEFORE:
☐ Create presentation
☐ Prepare demo if needed
☐ Draft action items
☐ Internal alignment

DAY OF:
☐ Test technology
☐ Have backup plan
☐ Prepare notes template

QBR Value Summary

Goal	Target	Achieved	Status
			On track/Behind
			On track/Behind
			On track/Behind

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