Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

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5 tips on how to evidence value during your Quarterly Business Reviews (QBRs)
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Why you need to run Quarterly Business Reviews (QBRs)
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How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 ways to optimise your Quarterly Business Review (QBR) meetings
Read more

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

3 easy steps to personalise your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
Read more

Article

5 reasons Quarterly Business Reviews (QBRs) are essential for B2B enterprises
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

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What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

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5 ways to optimise your Quarterly Business Review (QBR) meetings
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3 questions to ask to optimise your Quarterly Business Reviews (QBRs)
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3 easy steps to personalise your Quarterly Business Reviews (QBRs)
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Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Article

How Quarterly Business Reviews (QBRs) can help you reduce risk of churn
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Article

What to include in your Quarterly Business Reviews (QBRs)
Read more

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

An image linking to a blog article: Breaking the mould of QBRs

 

Related resources

White paper

Think your customers are happy?
Get the eBook

Article

Why you need to run Quarterly Business Reviews (QBRs)
Read more

Infographic

Five ways Quarterly Business Reviews impact retention and growth
Open now

Article

What should you include in your Quarterly Business Review (QBR) presentation deck?

Quarterly Business Reviews (QBRs) are essential for evaluating performance, aligning goals, and planning for the next quarter. A well-crafted QBR deck guides these meetings, serving as a template for discussion and decision-making. Here’s how to create a reliable cornerstone for your QBRs.

 

What is a QBR deck?

The QBR deck is a component of your Quarterly Business Review, typically, a slide presentation used to provide structure to your meeting. This structure helps to create and guide the narrative an account manager wants to give the client, and helps to avoid some of the common challenges of Business Reviews.

 

What should it look like?

  • Consistent branding and colours
  • Uncluttered slides with plenty of space
  • Bullet points to improve readability
  • Charts and graphs to visualise data
  • Images or icons to highlight key points
  • Text that's large enough to be read easily

 

1. Start with a clear agenda

The agenda should set your meeting's tone and direction, and reflect your clients’ expectations. Depending on your relationship with your customer and the key updates you’ve identified, your agenda could include: 

  • An executive summary
  • Your current key initiatives & performance metrics
  • Goals for next quarter
  • Action items & next steps
  • The opportunity for questions

Currently, 88% of service buyers don’t feel as though their suppliers are providing enough evidence of their value or innovation, which leads to 82% reporting they cancelled the contract. Covering these points provides you with plenty of opportunities to showcase the value and innovation you’re offering your clients, avoiding this outcome.

 

2. Craft a compelling executive summary

The executive summary should cover the quarter's most significant points, highlighting major achievements, key challenges, and strategic goals. It should be concise yet comprehensive, giving stakeholders a snapshot of the partnership's overall performance in the past few months.

 

Two people at a laptop planning a Quarterly Business Review (QBR)

 

3. Leverage performance metrics effectively

Performance metrics are central to a QBR, providing quantitative metrics for evaluating success. You and your customer should have a collection of key performance indicators (KPIs) to measure the success of your partnership. 


When you update on your progress, ensure your data is accurate and up-to-date, and contextualise the numbers with brief explanations to help stakeholders understand the implications.

 

4. Detail clear initiatives

Key initiatives are the strategic activities that have been undertaken during the quarter. For each initiative, you should provide:

  • Status Updates: Indicate whether the initiative is on-track, delayed, or completed.
  • Challenges and Solutions: Discuss obstacles faced and how they were addressed.
  • Next Steps: Outline planned actions for the next quarter.

This section should tell the story of your strategic efforts, showcasing progress and adaptability.

 

5. Incorporate customer insights

Understanding and acting on customer feedback is critical for any business. Dedicate a section to insights you’ve gathered from customer insights, including:

  • Feedback and Surveys: Present key findings from customer feedback.
  • Behavioural Trends: Analyse evolving customer behaviour.
  • Case Studies or Testimonials: Highlight specific examples of customer experiences.

Taking the time to discuss the feedback you’ve received enables you to close the loop and incentivise your customers to continue giving their feedback. This goes a long way towards meeting retention targets and reducing churn. 

 

A presenter sharing customer insights to a full meeting room as part of a Quarterly Business Review (QBR)

 

6. Set clear goals for the next quarter

Using approaches such as SWOT Analysis (Strengths, Weaknesses, Opportunities & Threats) identifies the areas you need to address and gives direction to your goals. When setting out your next steps, make sure your goals are SMART:  Specific, Measurable, Achievable, Relevant, and Time-Based


Forward-looking goals help you and your client to align and make it easier to communicate your progress over time.

 

7. Define action items & responsibilities

Ensure accountability by listing action items with assigned responsibilities. Each task should include:

  • Specific Actions: Clearly defined steps.
  • Assigned Personnel: Names of responsible individuals.
  • Deadlines: Timelines for completion.

This helps you track your progress and ensures that all stakeholders are aware of their roles and responsibilities.

 

8. Allocate time for a Q&A

Finally, save some time for a Q&A session. This allows stakeholders to get involved, provide feedback, and engage in meaningful discussions, fostering transparency and collaborative problem-solving.

 

Final thoughts

Creating a great QBR deck is not just about compiling data; it’s the story of your business’s journey over the past quarter. This guide will help you craft a QBR deck that will inform, inspire, and align your team toward achieving your strategic goals. But remember, every review should be unique and the content should be crafted with the individual customer in mind. Use these steps to inform your review, and the narrative of your QBR will become even stronger.

 

Article by Loke Rivano Wagelin, Copywriter

 

Read more:

 

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"Engaged and satisfied customers buy 50% more frequently, spend 200% more each year and are five times more likely to display brand loyalty"

- Gartner, KPMG Nunwood
QBR discussion guide

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We interviewed hundreds of buyers of Logistics, FM, Contract Catering, IT, RPO and BPO services from the UK and US. The research uncovers an undeniable feeling among buyers that their suppliers need to start delivering better QBRs if they want to keep their business. Learn more about how your customers think you're losing out on key opportunities with them today.