As I scour the internet looking for good examples of QBR templates, I’ve found very little beyond standard bullet point presentations. Yet isn’t the quarterly business review arguably the single most important presentation you make to your customers? No customer wants to get beat up by a “death by PowerPoint” presentation. So, why not make the customer success QBR an engaging experience?
In the spirit of righting a wrong, to spare you some of the pain of creating the presentation, and your customer the pain of enduring a bad one, we have created a Quarterly Business Review (QBR) Template. We hope you find it helpful. And definitely let us know any suggestions you may have.