A QBR (quarterly business review) one-pager is a summary document used in SaaS customer success to review the progress and health of the customer's account. It is typically created by the customer success manager (CSM) and shared with a customer during or after a QBR meeting, which is a scheduled check-in to review the customer's goals, challenges, and overall satisfaction with the product.

The QBR one-pager should be a digestible, high-level, at-a-glance resource that highlights the key metrics and insights about a specific account. It usually includes:

• Executive summary: A brief overview of the purpose and outcomes of the QBR meeting.
• Account overview: A high-level snapshot of the customer's account, including their usage and adoption of the product, key stakeholders, and any outstanding issues.
• Metrics and KPIs: A summary of the key performance indicators (KPIs) and metrics that track the customer's progress towards their goals, such as user engagement, feature utilization, and customer satisfaction scores.
• Action items and recommendations: A list of actionable recommendations and next steps for the customer and the CSM to address any issues or opportunities identified during the QBR meeting.
• Roadmap and future plans: A preview of the upcoming product roadmap and any new features or enhancements that will help the customer achieve their goals.

The QBR one-pager is designed to provide a clear and concise overview of the customer's account, while also highlighting areas of success and opportunities for improvement. It’s valuable for sharing with executives that may not have the time to comb through a full-length multi-slide QBR presentation. QBR one-pagers also serve as valuable tools for helping customers and CSMs stay aligned on goals and priorities and to ensure that the customer is getting the most value from the product. 

Need some guidance on how to build a QBR one-pager, including examples and layout and design ideas, or just need a way to make the process repeatable for all of your accounts? Check out this QBR one-pager template to start a new one, or create one from scratch. 

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