Use this free template to provide a centralized place to share and host business reviews with customers.
Use this section to summarize key milestones, successes, and areas for improvement.
This section is for presenting deliverables for the review. Here, you can embed the slide deck you’ll use during your QBR.
This next section is intended for embedding live reports from Looker, Tableau, or Google Data Studio to give detailed performance information.
This section is intended for giving an overview of previous QBRs, plans for the future, and updates on future opportunities.
Keeping customers happy isn’t just about customer support — it’s about proactively staying in touch, recognizing areas of improvement, and working to solve pain points. Dock’s QBR template streamlines the process, making it easier to show customers how your product is helping them, and how you plan to improve their experience going forward.
If you want to deliver a top-of-the-line customer success plan, you need to provide a quarterly business review. But that can be tricky to execute well. After all, you need to include everything from performance data to recommendations, and you need to do it in a way that doesn’t add to their workload.
With Dock’s QBR template, you can keep all of that important information contained in a single link. That way, you can easily share custom QBRs with clients and get feedback or comments within your workspace, instead of searching through email chains and data tracking systems.
Here’s what else the quarterly business review template can do for you:
Provide tactical customer support
Improve your customer success plan
Strengthen client relationships
If you don’t work to make sure your customers are getting the most out of your product beyond onboarding, you risk losing them. A convenient QBR workspace can help shape how customers feel about your business.
A quarterly business review, also known as an executive business review, is a meeting with customers, relevant stakeholders, and team members to highlight quarterly performance, take feedback, solve problems, re-align and set goals. It is not simply a presentation or report.
Quarterly business reviews are opportunities to deepen customer relationships, increase the chance of customer retention, identify and tackle obstacles, and improve your ability to achieve customer success.
While the name suggests that they should be held on a quarterly basis, this is not necessarily the case. In practice, the precise cadence of a QBR schedule might depend on the nature of your business, your client’s needs, and your relationship.
To plan for a successful QBR, make sure to do the following: provide an agenda and stick to it. Make room for ample discussion and question time. Have detailed information ready should it be needed. Focus on successes that relate to your customer’s business goals. Use data, but also highlight non-obvious or potentially overlooked forms of value that your customer might not be attentive to. Make the end of your QBR forward-looking, outlining plans, goals, and opportunities.
You can also prepare questions for your customers. Ask about potential changes to their goals and strategies, how they perceive your value, and what changes they’d like to see.
A quarterly business review should include a review of goals and success criteria, a review of performance with respect to those criteria highlighting successes, a comparison to the previous quarter’s performance and goals, identification of problems and how to solve them, an outline of future initiatives, solutions, goals, and a plan for how to achieve them.
%20-%20A%20Quick-Fire%20Guide.jpg)
