# Customer Success QBR Template

A quarterly business review to confirm outcomes against goals, prove ROI, surface risk early, and align on the next-quarter plan that drives renewal and expansion.

**Duration:** 60 minutes
**Cadence:** Quarterly
**Participants:** Customer success manager, account exec, and customer stakeholders (4-8 people)

## Agenda

- [ ] Welcome and goals recap (8 min) - reconnect on last quarter's goals and success criteria
- [ ] Results and ROI (15 min) - outcomes vs goals, tied to the customer's business metrics
- [ ] Wins and challenges (12 min) - celebrate wins, name friction honestly
- [ ] Roadmap and opportunities (12 min) - relevant roadmap, adoption and expansion fit
- [ ] Next-quarter plan (10 min) - goals, owners, milestones, renewal timeline
- [ ] Action items and close (3 min) - read back commitments with owners and dates

## Tips

- Lead with the customer's goals, not your features
- Bring data the customer cannot pull themselves
- Get the economic buyer in the room, not just the champion
- Name risks early; a surprise at renewal is a QBR failure

## Notes / Next steps

- Outcomes vs goals: ____________________________
- Open risks: ___________________________________
- Expansion opportunities: ______________________
- Next-quarter goals / owners: __________________
- Renewal date: _________________________________

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Free template from OrgTP. Adapt or run it live at orgtp.com/templates/customer-success-qbr