# QBR template

A quarterly business review (QBR) is a regular meeting and document where an account team shows a customer the results of the past quarter and agrees on priorities for the next one.

Updated 2026-10-16. Source: https://sellunfairly.com/guides/qbr-template/

Live example: https://sellunfairly.com/samples/qbr/ (A sample QBR for a made-up customer)

## The structure, section by section

1. **The quarter in one line.** The most important result, in the customer’s terms.
2. **Goals vs results.** What you agreed last quarter and what happened.
3. **Usage and adoption.** Who is using it, how much, and where it is growing or stalling.
4. **Value delivered.** Time or money saved, revenue gained, risk reduced, in their numbers.
5. **Next quarter.** Two or three priorities, each with an owner on both sides.
6. **Asks.** What you need from them, such as a reference, an introduction, or a renewal conversation.

## What the good ones do

- Lead with their results, not your roadmap.
- Send it ahead so the meeting is a discussion, not a readout.
- Make it something the sponsor can forward to their boss.
- End with priorities and owners, not a summary.

## Questions

### What should a QBR include?

The headline result, goals versus results, usage and adoption, value delivered, priorities for next quarter, and your asks.

### Who should attend a QBR?

The customer’s sponsor and day-to-day owner, and on your side the account manager plus whoever owns the next quarter’s priorities.

### How long should a QBR be?

Short enough for the sponsor to read in a few minutes. Put supporting detail in sections they can open when they want it.

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