the simplest qbr template ever
TRANSCRIPT
Quarterly BusinessReview
TreehouseAnalytics
• 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
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
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 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.
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 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
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
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 in the future
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.
