QBR Template That Drives Renewals & Expansion
Transform your quarterly business reviews from routine check-ins into strategic conversations. Showcase the value you have delivered and align on goals that lead to renewals and growth.
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What Is a QBR?
A quarterly business review (QBR) is a structured meeting between a vendor and their customer, typically held every three months, to review the value delivered, assess progress against goals, and plan for the upcoming quarter. QBRs are a cornerstone of customer success strategy and play a critical role in driving retention, expansion, and long-term partnership.
The best QBRs go beyond usage dashboards and feature updates. They focus on business outcomes that matter to the customer, connecting product usage to real results like revenue growth, cost savings, or efficiency gains. A well-executed QBR reinforces the value of your solution and positions you as a strategic partner rather than just another vendor.
QBRs are also a powerful tool for identifying expansion opportunities and mitigating churn risk. By regularly reviewing goals, surfacing challenges, and aligning on next steps, customer success teams can proactively address issues before they become reasons to cancel. The QBR template ensures every review covers the right topics and drives meaningful outcomes.
Key Components of a Great QBR
Value Delivered
Open with a clear summary of the outcomes and ROI your solution has delivered this quarter. Use the customer's own metrics to make the value tangible and undeniable.
Usage & Adoption Metrics
Present key usage data including active users, feature adoption, and engagement trends. Highlight areas of strong adoption and identify opportunities to increase value.
Goal Review & Progress
Revisit the goals set at the beginning of the quarter and report on progress. Celebrate wins, acknowledge gaps, and discuss what contributed to each outcome.
Customer Health Score
Share a transparent health score based on adoption, engagement, support tickets, and satisfaction. Use this to frame conversations around areas that need attention.
Product Roadmap Preview
Give the customer a preview of upcoming features and improvements relevant to their use case. This builds excitement and reinforces the long-term value of the partnership.
Action Items & Next Steps
End every QBR with clear, assigned action items and deadlines. Document who is responsible for what to ensure accountability and follow-through.
What's Inside This QBR Template
A comprehensive, interactive QBR template designed to showcase value, drive strategic conversations, and set the stage for renewals and expansion.
Who Is This Template For?
Customer Success Managers
Run polished, data-driven QBRs that impress customers and reinforce the value of your partnership. Spend less time building decks and more time having strategic conversations.
Account Managers
Use QBRs as a platform to surface expansion opportunities naturally. When you lead with value delivered, upsell conversations become a logical next step rather than a hard sell.
CS Leaders & VPs
Standardize QBRs across your team to ensure every customer gets a consistent, high-quality review. Track QBR completion and outcomes to correlate with retention metrics.
When to Use a QBR Template
Quarterly Business Reviews
The primary use case. Conduct structured quarterly reviews with your customers to demonstrate ROI, align on priorities, and plan for the next quarter.
Renewal Preparation
Use the QBR as a strategic tool in the months leading up to renewal. A strong QBR that demonstrates clear value makes the renewal conversation straightforward.
Expansion Conversations
Surface upsell and cross-sell opportunities naturally by reviewing usage patterns, identifying underutilized features, and discussing the customer's evolving needs.
Executive Sponsor Updates
Share QBR summaries with executive sponsors who may not attend the live meeting. An interactive digital QBR ensures they stay informed and engaged.
Why Build Your QBR with Distribute?
Distribute transforms QBRs from static slide decks into interactive, trackable experiences that customers actually engage with.
Post-Meeting Engagement
Know when customers revisit the QBR after the meeting, which sections they review, and whether they share it with other stakeholders. Measure true engagement beyond attendance.
AI-Generated Insights
Let AI analyze usage data and generate value narratives, ROI summaries, and talking points. Build a compelling QBR story in a fraction of the time.
Build QBRs Fast
Start from a proven template and populate it with your customer's data. Drag-and-drop blocks make it easy to customize for each account.
Branded Experience
Deliver QBRs in a branded, professional format that stands out from generic slide decks. Include both your branding and the customer's for a partnership feel.
Data Integrations
Pull usage metrics, health scores, and customer data directly from your CS platform, CRM, or analytics tools to populate QBRs automatically.
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