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Meeting kitLeadershipBusiness reviews

Quarterly business review kit

60 minutes 12 slides, 2 livepro Runs with Pro

Agenda, a 12-slide QBR deck with live polls, and the follow-up email: everything to run a quarterly business review in an hour.

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Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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Quarterly business review

Q3 · Results, lessons, next quarter

Title

In short

A quarterly business review (QBR) looks back at results against goals and agrees priorities for the next quarter. This kit gives you a 60-minute agenda, a 12-slide deck with live polls and a confidence scale, and a follow-up email, so the meeting ends with three priorities, each with an owner.
Time
60 minutes
People
4 to 30
Includes
Agenda, 12 slides, follow-up email
Plan
Pro

Updated October 4, 2026

What's in the kit

  1. 1Quarterly business review
  2. 2Today
  3. 3The quarter in numbers
  4. 4Revenue by month (k)
  5. 5Goals vs results
  6. 6How confident are you in our plan for next quarter? live
  7. 7What worked
  8. 8What didn't
  9. 9Next quarter's options
  10. 10Which should be priority number one?Automate onboarding · Enterprise tier · Support response time · Self-serve conversion live
  11. 11Next quarter
  12. 12Three priorities. Three owners.

The agenda

By the end of this meeting, the team agrees what the quarter taught us and commits to three priorities for next quarter.

60 min · 7 blocks, drawn to scale Fits exactly
  1. One headline from your quarter, 5 minutes 5
  2. Scorecard: goals vs results, 12 minutesInfo 12
  3. What worked, what didn't, 12 minutesDiscuss 12
  4. Biggest lesson of the quarter, 4 minutes 4
  5. Three priorities for next quarter, 15 minutesDecide 15
  6. Risks and asks, 8 minutes 8
  7. Decisions, owners, follow-up, 4 minutes 4
015304560 min
  1. +0′One headline from your quarterYour quarter in one headline?5 minCheck-in
  2. +5′Scorecard: goals vs resultsTip: Present the deck. Results first, explanations after.12 minInfo
  3. +17′What worked, what didn't12 minDiscuss
  4. +29′Biggest lesson of the quarterWhich lesson matters most?4 minVote
  5. +33′Three priorities for next quarterTip: Each priority gets one owner and one measure.15 minDecide
  6. +48′Risks and asks8 minDiscuss
  7. +56′Decisions, owners, follow-up4 minWrap-up

The follow-up email

Subject

QBR: decisions and next quarter's priorities

Thanks for today's review. Here's what we agreed.

Priorities for next quarter:
1. 
2. 
3. 

Owners and measures are in the summary below. First check-in is in four weeks.

How to run it

  1. 1Replace the sample numbers in the deck with your quarter's results before the meeting.
  2. 2Present results before explanations: the scorecard first, then what worked and what didn't.
  3. 3Use the confidence scale and the priority poll to hear from everyone, not just the loudest voices.
  4. 4Leave with three priorities, each with one owner and one measure. The follow-up email goes out from the summary.

Questions people ask

What should be in a quarterly business review?
A scorecard of goals against results, what worked and what didn't, priorities for the next quarter with owners, and the risks and asks that come with them.
How long should a QBR take?
About an hour for an internal team review. Customer QBRs are often 45 to 60 minutes.
Who should attend a QBR?
The people who own the results and the next quarter's priorities: the team lead, the owners of each goal, and whoever has to approve resources.

Run it with your group

pro
  • Everyone answers on their phone, no app or sign-up
  • A timer for every block on the shared screen
  • Results, decisions and actions in the summary
Use this template

Free to open and edit. Running it live needs Pro, free for 14 days on every new account.

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