Quarterly Business Review (QBR) - Marketing Agency Template

Meeting Prep Checklist

Collect data on past quarter's goals and how they were met
Gather information on successful and less successful marketing initiatives
Research industry trends and conduct a competitive analysis
Draft new objectives and key results for the upcoming quarter
Brainstorm potential marketing strategies and campaigns
Request any specific items, topics, or data the customer wants to review
Set up the virtual meeting or confirm the meeting location

Meeting Agenda Template

  • Introduction and catch-up
  • Review of last quarter's goals and performance
  • Discussion about marketing initiatives that worked well
  • Analysis of initiatives that need improvement
  • Overview of industry trends and competitive landscape analysis
  • Clarification of next quarter’s objectives and key results
  • Brainstorm on new marketing strategies and campaigns
  • Wrap-up and next steps

Meeting Notes Template

  • Summary of introductions and catch-up
  • Key points on reviewed goals and performance of past quarter
  • Important insights from successful initiatives
  • Actionable lessons from initiatives that need improvement
  • Critical points from industry trends and competitive analysis
  • Stated next quarter's objectives and key results
  • New marketing strategies and campaigns discussed
  • Summary of wrap-up and further steps

Meeting Follow-up Checklist

Log the meeting notes, any recording/transcript, and outcomes in the CRM
Update contacts and opportunities based on the meeting insights
Send a follow-up email to the customer summarizing the meeting and confirming the next steps
Share the meeting summary with team members who could benefit from the information
Begin work on the actions and strategies agreed upon during the meeting