Quarterly Business Review (QBR) - Enterprise Software Company Template

Meeting Prep Checklist

Review notes from the last QBR and any interim meetings
Gather data on product usage, KPIs, and customer engagement
Research on customer's industry and recent business developments
Prepare a deck outlining the agenda, performance metrics, and proposals
Set clear objectives for the meeting
Pre-draft potential solutions to any known issues
Confirm meeting attendees and roles
Ensure all necessary tools and software are ready

Meeting Agenda Template

  • Introduction and recap of previous QBR
  • Review of key performance indicators (KPIs)
  • Discussion on product usage metrics
  • Review of customer's strategic objectives for the next quarter
  • Discussion of improvements, proposals, and process changes
  • Review of any challenges and solutions from the previous quarter
  • Highlight upcoming product updates and features
  • Fetch customer feedback
  • Define action items for the next quarter
  • Wrap up and schedule next QBR date

Meeting Notes Template

  • Document key discussion points
  • Track KPIs and product usage statistics
  • Note strategic objectives for next quarter from customer's end
  • Record feedback/suggestions from the customer
  • Document proposed solutions and improvements
  • Track any identified issues and associated action items
  • Note down any upcoming product updates to share
  • Capture next steps and responsibilities assigned

Meeting Follow-up Checklist

Update CRM with meeting notes and action items
Share meeting summary with team and stakeholders
Send follow-up email to the customer summarizing key points and next steps
Assign tasks and responsibilities to appropriate team members
Schedule next QBR in everyone's calendar
Begin work on the identified action items
Monitor the ongoing issues, if any
Continue engagement with the customer until the next meeting