QBR Template 1
Full Description:
This powerpoint gives you a full picture of content that can be included with a Quarterly Business Review. Remove any slides that do not fit with your business model, and use the rest to customize the report.
Target Audience:
Leadership
Frequency:
Typically quarterly, but can be varied based on client
QBR Template 2
Full Description:
This segmented QBR template allows for a clean and clear breakdown of the most important information to share with all involved in the review, and also allows for a clear delineation of the next steps, to keep everyone on track.
Target Audience:
Leadership
Frequency:
Typically quarterly, but can be varied based on client
Pre-Meeting Survey
Full Description:
Asking these simple questions prior to the meeting will help your QBR go much better. This strategy can also greatly help as you strive to grow your relationships and multi-thread within the customer's organization.
Target Audience:
Attendees of the QBR
Frequency:
1-2 weeks before the QBR meeting
Gain Further Understanding of
Quarterly Business Reviews
The articles below will help give a better understanding of the importance of Quarterly Business Reviews and other best practices of Client Success teams.
