Retention

Quarterly Business Review (QBR) Email and Agenda

A QBR invite email plus a tight agenda that makes the meeting about the customer's outcomes, not a product update. Built to prove value delivered, surface risks early, and set the goals that justify the renewal.

Use it when: Use to schedule and structure a quarterly business review with a key account. Send the agenda in advance, anchor every section to the goals they set, and end with a forward plan they co-sign.

Copy-paste template

QBR INVITE EMAIL
Subject: [Their company] business review, [quarter] results and next-quarter plan

Hi [First name],

It is time for our quarterly review. The goal is simple: confirm we delivered against the goals you set, surface anything getting in the way, and agree on the plan for next quarter.

Proposed agenda is below. Does [date or two options] work for 45 minutes?

Agenda:
1. Your goals this quarter and where we landed
2. Results and the numbers that matter to you
3. What is working, what is not, and any risks
4. Roadmap items relevant to your goals
5. Plan and owners for next quarter

If there is anyone else who should be in the room, send them my way.

[Your name]

QBR AGENDA (use as the deck outline or shared doc)
1. RECAP: the goals you set last quarter [list them]
2. OUTCOMES: results tied to each goal [metric, baseline, current, target]
3. ADOPTION: usage and where value is being left on the table
4. WINS: one or two specific outcomes worth naming
5. RISKS AND BLOCKERS: what could stop progress, and who owns the fix
6. ROADMAP: only the items that map to their goals
7. NEXT QUARTER: goals, owners, dates, and the success metric
8. CONFIRM: agreement on the plan and the next QBR date

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