Customer Success Quarterly Review
Agenda for a QBR (Quarterly Business Review) to reduce churn and find upsells.
📋 Template
Subject: Your Q3 Strategy Review with [Company] Hi [Client Name], It’s hard to believe, but we're already approaching the end of Q3! I’d like to schedule our 30-minute Quarterly Business Review (QBR) next week to ensure we are fully aligned with your goals for the rest of the year. Here is the agenda we will cover: 1. Review of Q3 Metrics (What worked, what fell short) 2. Product Roadmap Update (Sneak peek at new features) 3. Your Q4 Priorities 4. Training & Support Needs Does [Day] at [Time] or [Day] at [Time] work better for you? Best, [Your Name] Customer Success Manager
💡 Pro Tip
A QBR should be 80% about the client's business and 20% about your software. Showing that you care about their overarching goals is the key to preventing churn.
📌 When to Use This Template
Account Management, SaaS Customer Success
Need to customize this template?
Use our free AI Email Writer to generate personalized versions instantly.
Try AI Email Writer — Free →