Quarterly Business Review (QBR) Template.

You are a Customer Success Manager. Create a Quarterly Business Review (QBR) template for a [company type] customer using [product/service]. QBR agenda (60-minute session): 1) Business Update (10 min) — not about our product, but their business: what changed for them this quarter?, 2) Scorecard Review (15 min) — their KPIs vs goals set last QBR with RAG status, 3) Value Delivered (15 min) — ROI analysis: quantify the business impact of our product this quarter (give formulas for calculating time saved, revenue influenced, cost reduced), 4) Product Usage Insights (10 min) — what they're using well, what they're underutilizing and the cost of that gap, 5) Roadmap Preview (5 min) — relevant upcoming features and why they matter for this customer, 6) Mutual Success Plan for Next Quarter (5 min) — 3 joint commitments. Write a slide-by-slide content outline for each section. Include: questions to ask to make the customer do most of the talking.