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PresentationCustomer successBusiness reviews

QBR presentation template

45 minutes 14 slides, 3 livestudio Runs with Presentations Studio

A customer-facing QBR deck built around their outcomes: goals, results, adoption and roadmap, with a joint-priorities ranking the customer fills in live.

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

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Quarterly business review

Your team and ours · This quarter's results and the next 90 days

Title

In short

A customer QBR (quarterly business review) shows a client what they achieved with you against the goals you agreed, and sets joint priorities for the next quarter. This 14-slide deck puts their outcomes first and lets the customer rank next quarter's priorities live, so you leave with owners on both sides.
Time
45 minutes
Slides
14, 3 interactive
For
Customer success and account managers
Plan
Presentations Studio

Updated October 4, 2026

What's inside

  1. 1Quarterly business review
  2. 2From your side: one word for this quarter live
  3. 3Today
  4. 4The goals we agreed last quarter
  5. 5Outcomes this quarter (sample)
  6. 6Weekly active users (sample, %)
  7. 7Goals against results
  8. 81200 hrs of reporting time saved this quarter, by your team's own estimate (sample)
  9. 9What's coming, and what we'll do together
  10. 10Roadmap you'll see next quarter
  11. 11Rank your priorities for next quarterBring finance on board · Advanced admin training · Scheduled reports · Roll out to a fourth team · Better dashboards for leadership live
  12. 12How confident are you that we're on track for your goals? live
  13. 13Next steps
  14. 14Thank you

How to run it

  1. 1Replace every sample number with the customer's real outcomes, and lead with their goals, not your product's features.
  2. 2Send the deck two days ahead and ask the customer's sponsor which slide matters most to them.
  3. 3Pair it with the customer QBR agenda for timings: about 10 minutes on results, 15 on the roadmap and priorities.
  4. 4Let the customer rank next quarter's priorities live, then agree owners on both sides before the call ends.

Questions people ask

What should a QBR deck include?
The goals you agreed, results against them, adoption, what you learned, the roadmap items that matter to this customer, and joint priorities with owners for next quarter.
How long should a QBR presentation be?
About 12 to 15 slides for a 45 to 60 minute meeting. Spend at least half the time on the customer's priorities, not on looking back.
Who should attend a customer QBR?
The customer's executive sponsor and day-to-day lead, and on your side the account owner and customer success manager. Add a product or support lead when the roadmap is a big topic.

Run it with your group

studio
  • Everyone answers on their phone, no app or sign-up
  • Results, decisions and actions in the summary
Use this template

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

Goes well with

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