Quarterly Business Review

Template

A Quarterly Business Review is a meeting with your client on a quarterly basis where you discuss their business and how you can support them. It’s a chance for your company’s key stakeholders to analyze last quarter’s results and chart a course for the upcoming quarter and beyond.

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Template structure

See how this template is structured. As this is just an example, you can customize it.

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  1. Customer
  2. Contact
  3. Contact’s email
  4. Schedule date
  5. Customer Success Manager
  6. Plan
  7. MRR

1st review

  1. Meeting date
  2. Main results presented
  3. 1. QBR Expectations Document
  4. Next quarter goals
  5. Summary & following steps
  6. Next meeting date
  7. 1. Customer’s feedback

2nd review

  1. 2. Meeting date
  2. 2. Main results presented
  3. 2. QBR Expectations Document
  4. 2. Next quarter goals
  5. 2. Summary & following steps
  6. 2. Next meeting date
  7. 2. Customer’s feedback

3rd review

  1. 3. Meeting date
  2. 3. Main results presented
  3. 3. QBR Expectations Document
  4. 3. Next quarter goals
  5. 3. Summary & following steps
  6. 3. Next meeting date
  7. 3. Customer’s feedback

4th review

  1. 4. Meeting date
  2. 4. Main results presented
  3. 4. QBR Expectations Document
  4. 4. Next quarter goals
  5. 4. Summary & following steps
  6. 4. Next meeting date
  7. 4. Customer’s feedback

Back to 1st review

Churn

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