Free meeting templates

Executive Business Review and Purpose

Outline the purpose of the meeting and briefly go over the topics you will be covering as well as your goals for the next quarter. Make sure to emphasize ROI during your introduction.

Specific elements of a QBR that may become a standard part of your delivery:‍

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Last Quarter Review

If done regularly, the output of a QBR should include the stated goals for the next 90 days with the intention of reviewing and comparing results against those goals at the next QBR.‍

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Support review

• How many cases were opened and closed
• Breakout by type and severity

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Health scorecard

• Overall health score

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Lifecycle stage

• Where is the customer today
• Where were they 90 and 180 days ago

Instruction: Update the summary based on this template below

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Team Structure:

How is the sales team structured?

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Company Focus:

Who is their primary buyer and user?

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Partners:

How do you segment partners?

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Timing + KPIs:

Is there a specific event or timeline driving this conversation?

What are the key milestones and next steps?

How will you measure the success of this partnership?

What are your goals for this partnership?

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Meeting Follow-up:

What are the next steps?

• Send clear action items and a note to the partner via email.
• Assign any tasks in other software, if needed.
• Inform internal stakeholder if needed.

‍Product Overview

Describe briefly the product offering and its benefits

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Target Audience

• Specific, animate detail about who we’re talking to and they’re state of mind related to the product launching

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Core Benefits

• List each one using bullet points for easy reference

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Marketing Strategy

Key Audience

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Core Message

Not copy, but the primary message you want all channels to convey.

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Value Proposition

Value Prop #1:

• What are we selling?

Value Prop #2

• What makes it valuable?

Value Prop #3

• What is the positive impact?

Metrics

Metrics are all about persuading your potential client using solid figures.

• Can we concur that enhancing these aspects will save you time, boost efficiency, and increase revenue?
• ‍If we implement these adjustments, what % progress could be observed across the factors?‍
• If we improved by that %, how much additional income would your business conserve or produce?

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Economic buyer

Determine who can allocate funds, who possesses budget, who can CREATE on the budget, and who can authorize the agreement

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Decision criteria

‍What are you aiming to achieve with your new solution?

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If you had a dream list for your new solution, what would be on it?

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Decision process

‍When does your customer want to go-live, and why?

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‍What is their procurement process?

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‍When will they be finalizing their choice?

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‍Who are all the stakeholders, AND what are their individual/professional victories?

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Pre-meeting notes

Include necessary context and background information

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Purpose

What is the reason for this meeting?

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Why

Why did this lead reach out to us?

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Objective

What do you hope to accomplish with this time?

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Post-meeting notes

Ice breaker

• Start the meeting with something fun and light to get everyone energized and alert.

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Team Work

• Discuss roles, why you have introductory team meetings and how you can work together as a team.  

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Ways of Communicating as a Team

• State your preferred methods of communication with the team among team members.

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Expectations and Career Ambitions

• Let the team members know what you expect from them as individuals and as a team.
• Make an effort to dig deep into each team member's career plans.

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Questions and Feedback

• Always leave time for team members to ask questions and leave feedback.

Review

What has changed since the last customer check-in?

Review recent events and key metric updates to gain an up-to-date, accurate understanding of the client.

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Positive Highlights

How has our team helped the client achieve their goals since the last check-in?

How can we improve these factors?

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Concerns, Shortcomings, or Risks

Are there any problems with our products or services that the customer has encountered?

Identify all risks that may lead to customer disengagement or churn.

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Objectives for Next Meeting

What specific goals does the client want to achieve before the next check-in?

Prior to the First Day

Are all relevant resources and materials prepared for the new hire's first day? This includes employee onboarding paperwork, tools they will need access to, and their workstation. Share any resources the new hire should consult before starting.

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‍Company General Information

Share important company information with the new hire. This includes company values, culture, special achievements, and roadmaps for main objectives.‍

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Company Life

Walk the newcomer through a typical week here. Share your insights into office life. Include information such as typical operating hours, where they can park, how they will access the building, and what the company dress code is.‍

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Tour of the Office

Take the new employee on a tour around the office. Let them know where all the important and common areas (e.g., their workspace, bathroom, kitchen, etc.).

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Role Responsibilities

Review the new hire's role and responsibilities. Explain expectations, long-term goals, and how they fit into the company's vision. Note everything here to share with them later for easy reference.‍

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Paperwork Review

Review all relevant paperwork like benefits packages. Share this information here so the employee can easily reference it.

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Opening Question

What is your motivation for leaving?

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Company Performance Feedback

What is the organization doing well?

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How could the organization be better?

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Working Conditions

How was the working environment (i.e. workplace, job hours, etc.)?

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How could it be improved?

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Role Details:

• Can you share with me key responsibilities, requirements, and skills you believe you have that are essential for this job?

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Relevant Experience:

• Can you share any previous roles, achievements, or anecdotes that make you qualified for this role?

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Relevant Qualifications / Training:

• What relevant degrees, diplomas, certifications, or training do you have that make you a strong candidate for this position?

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Level of Preparation:

• How have you prepared for this job interview?

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Career Goals:

• Where do you see yourself professionally in a few years, and how does this role support your vision?

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Attitude / Motivation:

Quick Review

What does the customer use our product for?

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What challenges does it solve?

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Session Objective

‍What is the purpose of this meeting?

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Do you want to focus on certain aspects of the product?

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General Product Performance

‍From 1-5, how well does our product suit the customer's needs and why?

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Favorite Benefits

What are the customer's favorite features and benefits at the moment?

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Agenda

• Summarize past conversations

• Give background on product/organization

• Explain product or service

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Company Overview

Create short company blurb and include value prop

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Demo Notes

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Feedback

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To do

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Customer Account Details:

• Company Name:
• Industry/Sector:
• Company Size:
• Contract Sign Date:
• Contract Length:

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Customer Team Information:

• First touch:
• Most engaged user:
• Buying Decision Maker:
• Team who will be using the product the most:

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Internal Team Information:

• Customer Success Manager:
• Sales Team Member:
• Other Key Stakeholders & Their Roles:

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Customer High-Level Goals:

• What is the primary business objective of the customer?
• How do they generate revenue?

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Theme

What topics do we need to cover now? What key themes are important?

• Review recent success stories with your customers
• Look at trends happening in the industry
• ‍Where are the current content gaps?

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Brainstorming

Open discussion. List ideas (No wrong answers!)

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Deciding priority

Decide what ideas to move forward with. What projects should have priority.

• ‍Paste all projects that you’ve decided to move forward with here
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Scheduling

Return to the above list, adding who will be responsible and when. Assign and send tasks to your project management software, or use @-mentions and manually note due dates.

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General Information

Background about position and candidate.‍

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Role Details

What key responsibilities, requirements, and skills do you want to verify during this job interview?

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Relevant Experience

What previous roles, achievements, or anecdotes make this job candidate qualified for this role?

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Relevant Qualifications / Training

What relevant degrees, diplomas, certifications, or training does the job applicant have?

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Level of Preparation

How prepared was the applicant for the job interview?

This is a great indicator of their interest level in the role.‍

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Career Goals

‍Where does the job candidate see themselves in a few years?

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How does this role support their vision?

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‍‍Attitude / Motivation

‍What did you think of the candidate's attitude towards the role?

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Is it conducive to succeeding in this position?

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Communication / Listening Skills

How were the candidate's written and verbal communication skills? Did they listen?

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What percentage of time did they speak vs listen?

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General Interest in Company / Role

From 1-5, rate the job candidate's interest in the company and role. Are they excited by the opportunity?

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Does it align with their career goals?

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Cultural Fit

How would the candidate fit in with our culture?

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Are they someone our team would enjoy working with?

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General Screening Questions

Include other general questions you'd like to ask as well as candidate responses here.

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‍Recommendation

‍Do you recommend we proceed with this candidate?

‍Overview & Objective

State your campaign’s objective in a clear and focused way, e.g. What are some creative ways we can get customer success teams to try out our product.

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‍State the Ground Rules

Brainstorming is a place and time where anything goes. Rules:

• All ideas are welcome. Negativity is not.
• Build on ideas. Don't shoot them down.
• Do not censor yourself. Just say it.
• Encourage participation from everyone
• No interruptions from outside.

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First Half: Brainstorm

Start sharing ideas. Note them somewhere where everyone can see (whether that be a poster, whiteboard, or in your Hugo meeting notes in the highlighted area below).

To keep your creative juices flowing you may also want to provide toys, coloring books, magazines, doodling pads etc.

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Halftime: Refine

Stop and take a vote on each idea. Thumbs up or down. Toss the ideas that lack support.

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Improve on the Best Ideas

Look at the best ideas from halftime. Ask if there are ways to improve them, or come up with ideas that are similar.

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Brainstorm Round Two

Once you’ve covered each of the good ideas, generate more new ideas just as you did at the beginning of the session.

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Brainstorm

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Next Steps

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💵 Budget and priority

How does this solution fit in with other priorities that may impact your budget?

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Is this solution a nice-to-have, need-to-have, or a must-have?

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😎 Authority and decision making

‍Who are the key stakeholders (i.e., users, managers, execs) in this buying decision?

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🏆 Need and impact

What problems are you hoping for this solution to solve?

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What impact might solving these problems have on your business?

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🕰 Timeframe

What are your time constraints for implementing this solution?

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When do you need this service to be live? What happens if it’s not live by then?

Warm up

Start with a light, open-ended question. What’s been keeping you busy?

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Highlight Achievements

What milestones have we hit since our last check-in? Note progress on important initiatives and emphasize takeaways.

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Problem Solving

What’s stopping you from being more productive? How can management help you be more productive?

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Plan to remove specific inefficiencies or roadblocks. Create action items.

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Two-Way Evaluation and Feedback

What are we doing well? What can we do better? Discuss ways to create value for manager, employee, and the organization.

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Open Discussion

Provide space for open discussion. What’s got you excited? Worried? Annoyed?

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Follow-Up

When is our next one-on-one check-in? Summarize any action items arising from the one-on-one.

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Action items:

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Updates 🔖

Where have we made progress since we last discussed?

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Next Steps 🏃‍♂️🏃‍♀️

What action items do we focus on next?

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Questions 🙋‍♀️

Any questions or discussion topics to dig into?

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Comments 🎉

Additional callouts?