Account Management · Quarterly Business Review
QBR Template
9-slide structure used for every named-account quarterly review.
SLIDE 1
Agenda
- Q[X] performance vs. plan
- Wins & lessons
- Roadmap & product updates
- Growth & expansion opportunities
- Risks & mitigation
- Q[X+1] commitments
SLIDE 2
Executive Summary
| Metric | Q[X-1] | Q[X] | Δ |
|---|
| Patients acquired | — | — | — |
| Active subscribers | — | — | — |
| GMV | — | — | — |
| Refund rate | —% | —% | — |
| NPS | — | — | — |
SLIDE 3
Performance vs. Plan
- What was committed last quarter
- What was delivered (RAG status)
- Variance commentary
SLIDE 4
Wins of the Quarter
- Three quantitative wins
- One qualitative testimonial
SLIDE 5
Lessons & Friction
| Issue | Impact | Resolution | Owner |
|---|
| — | — | — | — |
SLIDE 6
Product Roadmap
- Features shipped this quarter that this client uses
- Features shipping next quarter that affect this client
- Beta opportunities
SLIDE 7
Growth & Expansion
- New treatment categories or SKUs
- Volume tier upgrades
- New brand / sub-brand opportunities
- Reporting / analytics add-ons
SLIDE 8
Risks & Mitigations
| Risk | Severity | Mitigation | Owner |
|---|
| — | — | — | — |
SLIDE 9
Q[X+1] Commitments