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Executive business review (EBR)

60 minutes 6 blocks Free template

Gainsight's 60-minute EBR for strategic accounts: objectives, business updates, value delivered, challenges and recommendations.

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Opens in the builder. No sign-up to try it; 14 days free to run it live.

By the end of this meetingThe customer's executives agree on the value delivered so far and the priorities for the next period.

60 min · 6 blocks, drawn to scale Fits exactly
  1. Welcome and objectives, 5 minutes 5
  2. Strategic business updates, 10 minutesInfo 10
  3. Outcomes achieved and value delivered, 15 minutesInfo 15
  4. Key challenges and opportunities, 10 minutesDiscuss 10
  5. Recommendations and next steps, 15 minutesDecide 15
  6. Confirm follow-up owners, 5 minutes 5
015304560 min
  1. +0′Welcome and objectivesOne word: what is your top business priority this year?5 minCheck-in
  2. +5′Strategic business updates10 minInfo
  3. +15′Outcomes achieved and value deliveredTip: Curate 3–5 themes rather than showing everything.15 minInfo
  4. +30′Key challenges and opportunitiesTip: Take feature requests to a separate meeting.10 minDiscuss
  5. +40′Recommendations and next stepsTip: This is not a renewal pitch.15 minDecide
  6. +55′Confirm follow-up ownersTip: Send the follow-up within one business day.5 minWrap-up

Why it works

Built so the executive business review (ebr) ends on time, with everyone in it.

  • Every voice in the first minutes

    A 5-minute check-in: everyone sends a mood and one word from their phone, and it shows on their tile in the call. People who speak early speak again.

  • Updates stay short

    25 minutes of updates with a visible clock. In a video call the speaker is spotlighted and the room is muted, so nobody talks over them.

  • Discussion with a clock

    10 minutes of open floor with a countdown everyone can see, and a talk-balance meter so the loudest voice doesn't take all of it.

  • It ends in a decision

    Capture the decision and its owner with one click while it's said. It lands in the summary, word for word.

  • Wraps up on time

    Decisions and actions are read back, the summary is already written, and a finish on time earns the confetti.

How to run it

  1. 1Hold the first EBR 3–6 months after go-live, then twice a year for strategic accounts and yearly for growth accounts.
  2. 2Start gathering data 3–4 weeks before; thin preparation is a common pitfall.
  3. 3Curate 3–5 executive-level themes instead of a tactical status update.
  4. 4Keep the focus on outcomes and ROI, not a renewal pitch, and handle feature requests separately.
  5. 5Treat follow-up as part of the meeting and send it within one business day.

Questions about the executive business review (ebr)

How long is an executive business review?
About 60 minutes per Gainsight; GitLab's EBRs typically run 90 minutes.
How often should you hold an EBR?
Gainsight suggests twice a year for strategic accounts and once a year for growth accounts, with the first EBR 3–6 months after go-live.
How is an EBR different from a QBR?
An EBR is an executive-level review of business outcomes, ROI and future priorities. Gainsight lists running it like a status update or QBR as a mistake.

Built from

The structure, timings and tips on this page come from these sources.

  • gainsight.com
  • handbook.gitlab.com

Run it with your team

  • A countdown for every block on the shared screen
  • A video call that changes with each block
  • Check-ins and votes from every phone, no app
  • Decisions and actions in a scored summary

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  • Customer cadence callA recurring CSM-customer sync from GitLab's handbook: success-plan progress, adoption and renewal topics, open floor, actions.30 min · 5 blocks
  • Customer quarterly business review (QBR)A one-hour customer QBR from Gainsight: KPIs tied to their goals, ROI, last quarter's commitments, health score and next steps.60 min · 7 blocks

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