Executive Business Review Template

Sign up for Dock for free, create a new workspace, and select this Executive Business Review template. Customize it with your client’s data, save it as your own template, and use it for future reviews.

Yes. Dock is free to try for up to five workspaces. Every paid Dock plan includes unlimited template and workspace usage.

Yes. You can make a copy of this template and customize it however you like. You can also modify each workspace to fit the specific needs of individual clients.

Yes. Each time you use this template, you can tailor it to match your client’s key metrics, goals, and priorities.

Yes. You can keep a template private or share it across your team. Dock lets you control template visibility and workspace access.

An Executive Business Review (EBR) is a structured meeting between a company and its client to review progress, measure success, and align on future goals. It typically includes key performance metrics, a recap of past initiatives, and a discussion of upcoming priorities. EBRs help reinforce the value of a product or service and ideal product usage. Additionally, it can strengthen customer relationships and clarify customer needs, all while ensuring continued alignment between both parties.

A Quarterly Business Review (QBR) is a type of EBR that happens every three months. It follows the same structure as an EBR but focuses on a shorter timeframe, helping teams track progress in smaller increments.

• Customer goals & priorities – Align on what matters most to your client
• Key performance metrics – Showcase ROI, product adoption, and measurable results
• Success stories & wins – Reinforce the value of your partnership
• Challenges & risks – Identify obstacles and roadblocks while proactively addressing concerns
• Action plan & next steps – Outline a roadmap for continued success

You should run an EBR at least once or twice a year for high-value customers. Some companies prefer quarterly (QBRs), while others schedule EBRs around contract renewals or major business milestones.

• Keep it data-driven – Use hard numbers to demonstrate impact
• Make it collaborative – Use Dock to keep everything in one shared workspace
• Tailor it to your audience – Focus on metrics and insights that matter to the executive team
• Be forward-looking – Don’t just recap the past—help set the agenda for the future
• Follow up effectively – Keep the workspace updated so customers can reference it anytime

• Relying on generic slides – Personalize each review to the client’s needs and business strategy
• Overloading with data – Highlight only the most relevant insights
• Focusing too much on the past – EBRs should be forward-thinking, not just a recap
• Not giving customers a chance to participate – Use Dock’s collaborative workspace to make the process interactive
• Forgetting follow-ups – Keep the workspace updated with agreed-upon next steps

Use Dock’s team-sharing features to collaborate on your EBR before presenting it to the client. You can restrict access to specific team members, update content in real time, and standardize your approach with a shared template.

Send your client a Dock workspace link before the meeting so they can review the materials in advance. During the meeting, walk through the workspace together instead of flipping through slides. Afterward, keep the workspace live so your customer can refer back to key insights and track action items over time.

An EBR should include key stakeholders from both your company and the client’s. This typically includes:

• Your team: Customer success managers (CSMs), account managers, and possibly leadership (VP or C-level).
• Customer team: Executive sponsors, department heads, decision-makers, the customer success team, and end-users who directly benefit from your product or service.

An EBR typically lasts 30 to 60 minutes, depending on the complexity of the account and the depth of the discussion. The goal is to keep it concise, data-driven, and action-oriented.

• Gather key performance data and customer success metrics.
• Identify any customer challenges or risks ahead of time.
• Align internally on strategic recommendations.
• Personalize the EBR using Dock’s template to include relevant data, your success plan, recent wins, and actionable items.
• Share the Dock workspace with the client ahead of the meeting to allow for preparation, feedback, and ease during the customer onboarding process.

Using a collaborative workspace like Dock ensures all materials—metrics, plans, and insights—are in one place. Other helpful tools might include:

• CRM platforms (Salesforce, HubSpot) – for customer data and engagement tracking.
• Analytics tools (Google Analytics, Looker, Tableau) – for performance insights.
• Project management tools (Asana, Monday.com, Notion) – to track action items, though Dock can handle this natively.

A successful EBR results in:

• Stronger customer engagement – The client actively participates in the discussion and follows up.
• Clear alignment on business goals – Both sides leave with a shared understanding of next steps.
• Renewal and expansion opportunities – The conversation encourages customer feedback and product integrations leading to discussions about continued or increased usage of your product.
• Positive feedback from the client – They express appreciation for the insights provided and the customer experience.

Yes, for anyone, including busy corporate executives and startup founders alike. With Dock’s collaborative workspaces, you can create a living document with key takeaways, timelines, metrics, strategic planning initiatives, playbooks, new products, next steps (touching on next quarters), then share it with your client for review at their convenience. They can leave comments and updates without needing a scheduled call.

Regular EBRs keep customers engaged along the customer journey, demonstrate ROI, and allow you to address all aspects of customer health before they turn into churn risks. Dock helps by keeping all review materials in one place, making it easy to track progress and reinforce your product’s value over time.

While EBRs are most common in SaaS, B2B services, and enterprise sales, they’re valuable for any industry that relies on long-term customer satisfaction and ongoing value delivery, including finance, healthcare, and consulting.