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Customer Success
Customer Success
Customer Quarterly Business Review Template
How to assess progress, set goals, and align strategies for the upcoming quarter with the customer
Click here to copy!
Instruction: Update the summary based on this template below
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:
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. So the starting point for preparing for a QBR is to review and assess the goals and results for the past quarter.
Support review
- How many cases were opened and closed
- Breakout by type and severity
- Average time to resolution
- Any currently outstanding
Health scorecard
- Overall health score
- Scorecard methodology and results
- Health score trends
Lifecycle stage
- Where is the customer today
- Where were they 90 and 180 days ago
- What will it take to get to the next stage
Benchmarking
- How does this customer compare to others
- Where are they falling short and what needs to happen to get them up to, or past, the benchmark
Product usage
- What does usage look like along with trends
- Which features are being used, which aren’t
- Most active users
- License deployment and value received
Goals and Recommendations
Outline the goals and recommendations you have for the next quarter and open them up for discussion and approval. Have a concrete plan in place for achieving these goals.
Summary and Next Steps
- Summarize the key priorities and next steps for the upcoming quarter
How to use this template for your next meeting
Want to have automatically generated meeting notes in the specific template format above? Just follow these easy steps!
Step 1: Log in / Sign up to Wudpecker’s browser app.
Step 2: Conduct your meeting with Wudpecker’s notetaker admitted in it.
Step 3: Go to the Templates section on the Wudpecker website. Select the template you want to use.
Step 4: Press the “Click here to copy” button.
Step 5: In the Wudpecker app, open the notes of the meeting that you want to use the template for.
Step 6: In the notes, click on “Re-write with custom prompt”
Step 7: Paste (Ctrl/Cmd + V) the template that you copied and press “Re-write notes”. You should see the notes in just a couple of minutes.
Why this template is useful
The quarterly business review (QBR) is a crucial meeting for any business, as it provides an opportunity to review the progress made during the past quarter and set goals for the upcoming quarter. The QBR should be well-structured, and the agenda should be carefully planned to ensure that all the critical areas are covered.
During the QBR, it's essential to provide an overview of the business's performance during the last quarter, including a review of the goals set during the previous meeting and an assessment of whether those goals were met. This information will be useful in setting new goals and benchmarks for the upcoming quarter. The QBR should also include a review of customer support metrics, such as the number of cases opened and closed, average time to resolution, and overall customer health score. This information will help identify areas where the company can improve and provide insights into customer satisfaction.
In addition to reviewing customer support metrics, the QBR should also cover product usage, license deployment, and value received. This information will provide insights into how customers are using the product and how the company can improve its offerings to meet customer needs. Finally, the QBR should outline the goals and recommendations for the upcoming quarter and open them up for discussion and approval. This discussion should be focused on developing a concrete plan for achieving these goals.
With this QBR template, you can ensure that all the critical areas are covered, and the meeting is productive and useful. The QBR will help you track progress, identify areas for improvement, and set goals for the upcoming quarter, ultimately contributing to the company's success.
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