Manufacturing Company Quarterly Business Review (QBR)

Meeting Prep Checklist

Review the customer's account history
Gather information about the previous quarter's goals and achievements
Prepare a detailed report on the product's performance
Research on recent market trends
Evaluate and gather reports on any operational issues or challenges
Review new technologies or advancements in manufacturing
Outline goals and strategies for the upcoming quarter
Prepare to discuss potential opportunities for growth and improvement

Meeting Agenda Template

• Welcome and introductions
• Review of previous quarter goals and achievements
• Discussion on current product performance
• Overview of market trends and their impact on manufacturing
• Identification of operational and production challenges
• Review of new technologies or advancements impacting manufacturing
• Presentation of upcoming quarter goals and strategies
• Discussion on opportunities for improvement or growth
• Questions and Answers

Meeting Notes Template

• Attendees and their roles
• Summary of prior quarter’s goals and results
• Current product performance statistics and feedback
• Recent market trends and impacts
• Discussed operational issues and challenges
• Relevant new technologies or advancements
• Presented future goals and strategies
• Opportunities identified for growth and improvement
• Questions and Answers

Meeting Follow-up Checklist

Log meeting notes, recording, and key points discussed in the CRM
Update customer contacts and opportunities based on the conversation
Prepare and send a thank you email summarizing the discussion and next steps
Share a meeting summary with relevant teams and colleagues
Initiate action on identified growth opportunities and operational improvements