Quarterly Business Review Template
The quarterly business review template below is free to preview and install in Zealos. Customer-facing QBR template with value delivered, usage metrics, roadmap preview, and growth recommendations.
Pages in this template
- 📋Quarterly Business Review
- 📊Metrics & Value Delivered
- 🚀Roadmap & Growth Plan
Preview: Quarterly Business Review
Quarterly Business Review
Account: [Company Name] | Quarter: [Q# Year] | CSM: [Your Name] | Date: [Date]
Account Overview
Field | Details |
|---|---|
Account Name | [Company Name] |
Contract Value | [$X ARR] |
Contract Renewal Date | [Date] |
Health Score | [Green / Yellow / Red] |
NPS Score | [X] |
Executive Sponsor | [Name, Title] |
CSM | [Your Name] |
Account Age | [X months/years] |
Executive Summary
[2-3 sentences summarizing the quarter: what was accomplished, the overall trajectory of the account, and the key theme for this review.]
Key Achievements This Quarter
Lead with wins. Show the customer the value they are getting before discussing anything else.
[Achievement 1: e.g., Onboarded 3 additional teams, expanding usage to 85 active users]
[Achievement 2: e.g., Reduced average deal cycle by 12% using pipeline automation]
[Achievement 3: e.g., Completed CRM integration, eliminating manual data entry]
[Achievement 4: e.g., Achieved 94% user adoption across the sales team]
Areas of Focus
Where we need to improve or where there are opportunities:
[Focus 1: e.g., Adoption in the marketing team remains low — schedule training session]
[Focus 2: e.g., Support ticket volume increased — review common issues and address root causes]
[Focus 3: e.g., Upcoming renewal — begin renewal conversation and discuss expansion]
Agenda for This QBR
Review key achievements and metrics (10 min)
Deep-dive into usage and value delivered (15 min)
Product roadmap preview and feedback (10 min)
Growth recommendations and next steps (10 min)
Open discussion (15 min)
About this template
A great QBR turns a routine check-in into a strategic conversation that drives retention and expansion. This three-page template gives your customer success and account management team everything they need: an executive summary with key achievements, a detailed metrics page showing usage, adoption, value delivered, and support quality, plus a forward-looking page covering product roadmap highlights and growth recommendations. Stop presenting generic slide decks. Instead, use this template to show each customer the specific value they have received, and build a compelling case for deeper partnership. Designed for CSMs, account managers, and revenue leaders managing strategic accounts.
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