Quarterly Business Review (QBR) Template

Meeting Prep Checklist

Review all documents from the previous quarter
Analyze customer usage data and performance metrics
Prepare a brief recap of last quarter's objectives and results
Outline the key discussion points and solutions implemented
Gather customer feedback
Plan for the new quarter's initiatives and objectives
Review any outstanding questions or concerns

Meeting Agenda Template

  • Welcome and introductions
  • Review of last quarter's objectives and achievements
  • Analysis of performance metrics and KPIs
  • Discussion on challenges and solutions implemented
  • Customer feedback and insights
  • Preview of upcoming initiatives and priorities
  • Setting objectives for next quarter
  • Q&A session
  • Closing and next steps

Meeting Notes Template

  • Participating attendees
  • Summary of quarter review
  • Detailed performance metrics
  • Noted challenges and solutions
  • Customer insights and feedback
  • Future initiatives and objectives
  • Questions raised and answers provided
  • Agreed next steps and responsibilities

Meeting Follow-up Checklist

Update the CRM with meeting notes and outcomes
Record the call or meeting transcript
Update the deal, opportunity, or account records
Add any new contacts from the meeting
Send a follow-up email summarizing meeting discussion
Share a summary of the meeting and next steps with colleagues