QBR Template 1
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.
QBR Template 2
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.
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.
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.