What makes a good QBR, and what do customers actually want to see in one? While the answer is multifaceted, it always comes back to data. Your customers want to see data that proves the value of your product, and that data needs to be digestible and compelling.

We know—QBR creation can be tedious and time-consuming. So next time you're building a QBR, use our Essential QBR Template that includes tips, tricks, and examples of how to create a QBR that resonates.

About the Essential QBR Template

Quarterly business reviews are opportunities for your customer success team to prove the value of your product. When done well, a QBR demonstrates how your product has helped the customer make progress toward their goals, and reminds them why they started using your product to begin with.

Unfortunately, QBRs can be challenging to create, especially when dealing with several different accounts that each have different goals. Not only do CSMs have to sift through data to pull the most valuable insights, but they also have to design the presentations. QBRs need to be visually interesting, digestible, and informative in order to be effective—and creating a new presentation each quarter for each account simply isn’t sustainable. 

If you’re looking for an easier way to build QBRs, check out our Essential QBR Template and use it as a guide next time you create one. This resource will serve as a customizable framework that will help you build:

• QBR slide templates
• Benchmarking slide templates
• ROI slide templates
• Agenda and overview slide templates
• Product usage slide templates
• Product recommendation slide templates

This template has everything you need to build a customized QBR that build trust with your customers while positioning your company as a trusted advisor. Download the template here.

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