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Quarterly Business
Review
TreehouseAnalytics
• Wins
• What We Still Need to Do
• Joint Goal Progress
• Short-term Goals
• Long-term Goals
• What We’re Developing
• Whe...
Wins
• Review of key positive metrics
• Always explain why
• How did we hit these milestones?
• Where did we improve, and ...
Wins
• Review of qualitative milestones
What We Still Need to Do
• Review of key metrics that need improvement
• Always explain why
• Why didn’t we hit these mile...
What We Still Need to Do
• Review of qualitative misses
Joint Goal Progress
• Review the goals you were supposed to
work on together
• If you met them, talk about why you
were ab...
Short-term goals
• What are your top three priorities in the
next 1-3 months?
• Come up with a joint plan for
addressing t...
Long-term goals
• What are your top three priorities in the next 3-6 months?
What We’re Developing
• Talk about new products or
features that are on deck, so
they’re primed for upgrades they
may want...
Where do we stand?
• Ask your customer where your product
stands in their eyes (and on their list of
priorities)
• Here’s ...
The Simplest QBR Template Ever
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The Simplest QBR Template Ever

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This simple template will help you nail your next quarterly business review.

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The Simplest QBR Template Ever

  1. 1. Quarterly Business Review TreehouseAnalytics
  2. 2. • Wins • What We Still Need to Do • Joint Goal Progress • Short-term Goals • Long-term Goals • What We’re Developing • Where We Stand + Follow Up Agenda
  3. 3. Wins • Review of key positive metrics • Always explain why • How did we hit these milestones? • Where did we improve, and which of those areas made the biggest difference? Product Usage
  4. 4. Wins • Review of qualitative milestones
  5. 5. What We Still Need to Do • Review of key metrics that need improvement • Always explain why • Why didn’t we hit these milestones? • Where didn’t we improve, and which of those areas had the biggest impact? TreehouseAnalytics 66 1 +100 $1,833 All power users are in good health. Only 1 of your 2 key contacts are in good health. Only 6 of the 26 seats are highly active. Background signal are normal. Overall seat health is normal.
  6. 6. What We Still Need to Do • Review of qualitative misses
  7. 7. Joint Goal Progress • Review the goals you were supposed to work on together • If you met them, talk about why you were able to achieve them • If you didn’t, talk about the roadblocks that made it difficult • Come up with a clear plan to continue what worked and improve what didn’t
  8. 8. Short-term goals • What are your top three priorities in the next 1-3 months? • Come up with a joint plan for addressing these goals • Make sure you understand not only the goals the customer wants to reach but why; that way, if you end up needing to create a workaround, you can address the root of the problem
  9. 9. Long-term goals • What are your top three priorities in the next 3-6 months?
  10. 10. What We’re Developing • Talk about new products or features that are on deck, so they’re primed for upgrades they may want in the future
  11. 11. Where do we stand? • Ask your customer where your product stands in their eyes (and on their list of priorities) • Here’s one way to do it: “You’re up for renewal in the next six months. Is there anything you know now that would stop you from taking that step?” • Schedule clear times for follow up calls and meetings to review and work on your goals throughout the next quarter.
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This simple template will help you nail your next quarterly business review.

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