QBR template
Walk in prepared.
A QBR template gives you a clear agenda for a quarterly business review: goals, results, open work, risks and next steps. Download the Word agenda or Excel account review sheet below, then tailor the example to your customer and the decisions you need from the meeting.
Download the QBR template
- Download the QBR agenda and checklist (Word)
- Download the account review template (Excel)
- Download the account review form (CSV)
Use the Word file to shape the conversation and share a concise recap. Use the spreadsheet to prepare account details and track owners, dates and follow-up. The CSV contains the same core review fields for teams that prefer to import or edit rows in a spreadsheet tool. These are free QBR template files; the examples are fictional and should be replaced with verified account information.
A useful review makes room for the customer's priorities, not just your status report. Send an agenda in advance, agree on the time period, and ask what the customer needs to leave the meeting knowing or deciding. For a broader customer success toolkit, see customer success templates.
Fields in the account review
| Field | What to capture | Example |
|---|---|---|
| Account and review date | Customer name, attendees and quarter | Northstar Analytics; Q2; June 18 |
| Customer priorities | Outcomes the customer says matter now | Shorten weekly reporting preparation |
| Agreed goals | Measurable goals and the agreed period | Reduce preparation from four hours to two |
| Progress and evidence | Results, source and date checked | Team reports 2.5 hours; confirm baseline |
| Work completed | Deliverables finished since last review | Reporting workflow launched for one team |
| Open actions | Next task, one owner and a due date | Customer to confirm baseline by July 2 |
| Risks and blockers | Issue, impact, owner and proposed response | Data access is delayed; review access plan |
| Adoption and support | Usage pattern and help the customer requests | Two teams active; schedule admin coaching |
| Decisions needed | Decision, decision maker and target date | Approve second-team rollout in July |
| Next-quarter plan | Outcome, milestones, owner and check-in | Validate time saved; review in August |
| Customer feedback | Their words or a careful paraphrase, with context | Wants a shorter monthly status summary |
| Follow-up | Recap owner, send date and next meeting | CSM sends decisions and actions June 19 |
Capture what is known and mark what needs validation. A target is not a result, and a customer's concern should not be softened into a success claim. Ask before sharing sensitive account details in a document, and keep the shared version focused on what attendees need.
Filled-in example
Account: Northstar Analytics, Q2 review, June 18. Customer priority: Reduce the time the operations team spends preparing weekly reports. Goal: Move from a four-hour weekly process to two hours, using the customer's agreed baseline. Progress: The workflow is live with one team. The customer estimates preparation now takes about two and a half hours; the operations lead will confirm the baseline and measurement method by July 2.
Open issue: Access for a second team is waiting on an internal approval. The customer's administrator owns the approval request and will share an update by June 25. Decision: The customer sponsor will decide whether to expand after the baseline is checked. Next quarter: Confirm time saved, review the second-team rollout, and agree on the next milestone. The CSM will send the meeting recap and action owners by June 19, then schedule the next review after confirming attendees.
This example keeps reported progress distinct from verified impact. It records owners and dates, and it does not treat a proposed expansion as an approved decision. Use the same discipline when adapting QBR template examples for your own account.
How to use the template
- Start with the customer's purpose. Ask what has changed since the last review and what they most want to discuss. Confirm the quarter, attendees and meeting length.
- Prepare the account review sheet. Gather agreed goals, completed work, support questions, open actions and customer feedback. Add a source or date when a result needs checking.
- Choose a short agenda. Prioritize customer outcomes, evidence, risks and decisions. Move detailed product or project updates to a pre-read when they do not need discussion.
- Share the questions early. Give attendees time to correct assumptions and bring the right decision makers. You can use the meeting prep template to organize your own pre-call questions.
- Run the meeting around decisions. Invite the customer to add context, check that risks are understood, and name an owner and date for each next step. Avoid presenting a target as achieved when evidence is still pending.
- Send a clear recap. Record decisions, actions, owners and due dates while the discussion is fresh. The handover notes template can help when account ownership changes.
- Carry actions forward. Review open items before the next check-in. Update the plan when customer priorities change, rather than reusing last quarter's goals without discussion.
Adapt the review to the account
For a customer success manager, center the discussion on customer outcomes, adoption questions, unresolved support themes and a practical next-quarter plan. A strategic account review template may include a stakeholder map and longer-term priorities, but only add sections that help the customer make a decision. A sales account review template can emphasize buying priorities, agreed commercial next steps and who needs to be involved; label forecasts as forecasts.
Agencies can review deliverables, campaign goals, dependencies, approvals and upcoming capacity. A QBR template for agencies should distinguish agreed scope from proposed work. Staffing and recruiting teams may track role priorities, candidate flow, interview feedback and hiring risks; use a QBR template for staffing and attrition only when both sides agree on definitions and can verify the figures.
Some teams prefer a QBR template PPT or QBR template PowerPoint because they present to executives. The Word agenda here can become a short slide deck: use one slide for outcomes, one for evidence and risks, and one for decisions and owners. There is no account review slide template in this download, but the fields above give you a clear structure for one. If you need a qbr template ppt free download, create slides from the same fields and keep the spreadsheet as the working record.
Searches such as ?qbr template fda? may reflect a specific regulated context. This general template makes no regulatory or compliance claims; follow your organization's current requirements and approved review process. For a small business, a simple account review template or CRM for small business reviews can start with the same basics: customer priority, evidence, open action, owner and next date.
Let the conversation carry into follow-up
Or skip the typing: Teriara drafts follow-ups from the conversation, in early access. You review, edit and send each draft yourself; nothing is sent without you.
Frequently asked questions
How to QBR template?
Start with the customer's goals and decisions, then review progress, open work, risks and next steps. Prepare evidence and questions in advance, leave room for customer input, and finish with named owners and due dates. Use the table above as a checklist when you fill in the account review sheet.
What should a QBR template include?
Include customer priorities, agreed goals, evidence of progress, completed work, open actions, risks, adoption or support needs, decisions and next-quarter plans. Add owners and dates so the recap can be acted on. Leave out fields that do not help this customer's review.
Is this QBR template free?
Yes. The Word, Excel and CSV downloads on this page are available to use as templates. Replace the fictional example with information you have verified and share only what is appropriate for the attendees.
Should I use slides or a spreadsheet for a quarterly business review?
Use slides when a concise visual story will help attendees discuss outcomes and decisions. Use a spreadsheet when you need to organize account fields and follow actions over time. Many teams prepare in a sheet and present only the essential points.
How is an account review template different from a QBR agenda?
An account review template is the working record of the account's goals, evidence, risks and follow-up. A QBR agenda is the order of topics for the meeting itself. The downloads pair both jobs so preparation can lead to a focused discussion.
See Teriara is in early access and drafts follow-ups for you to review, edit and send.