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

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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

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