A Chance to Grow Together

Quarterly Business Reviews (QBRs) are a staple of most CS Teams, but many don't quite know what information to share. It's important to give a comprehensive overview of your clients' success in the past quarter, but also have room for open and honest communication about things that aren't going as well. A good rule to follow is to have 50% of the information shared be about what has already happened, and 50% about the future of the relatioship.

 

Quarterly Business Review Templates for Download

Here are two samples of QBR templates that can allow for complete information and clear next steps. Along with a survey you can give out prior to the QBR to gather even more useful information from our clients.

QBR Template 1

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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

Image of sample QBR
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

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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 Below...

The articles below will help give a better understanding of the importance of Quarterly Business Reviews and other best practices of Client Success teams.

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