FREE TOOL · REVIEWS THAT END WITH DECISIONS
Free QBR template builder (agenda, deck outline, metrics)
Build a quarterly business review for a B2B client: timed agenda, slide-by-slide outline, metric scorecard and an action list with owners and dates.
Free. No sign-up. Runs in your browser: nothing you type is stored or sent.
Timed agenda (45 minutes)
- 7 minClient prioritiesReconfirm business goals and ask what changed since the last review.Ask: What would make the next quarter a success for you and your team?
- 11 minProgress and proofCompare agreed goals with outcomes, meaningful metrics, and concrete evidence.Ask: What improved because of our work, and what can we actually demonstrate?
- 5 minTeam and capacityReview roles, changes, available capacity, and responsibilities on both sides.Ask: Do we have the right people and capacity for what matters next?
- 8 minRisks and feedbackDiscuss problems, what needs fixing, and the client’s honest feedback.Ask: What is frustrating you, or making the next quarter harder than it needs to be?
- 9 minNext quarterAgree priorities, options, and trade-offs together.Ask: If we can only move two things forward, which two should they be?
- 5 minOwners and datesRecord agreed actions, one owner per action, and a clear due date.Ask: Who owns this, when will it happen, and when will we check back?
Metric scorecard
| Metric | Target | Actual | Status |
|---|---|---|---|
| Onboarding time (days) | 14 | 17 | Behind 82% |
| Qualified leads per month | 120 | 132 | On track 110% |
| Report turnaround (days) | 2 | 2 | On track 100% |
On track means 100% or more of target, at risk 85 to 99%, behind under 85%. Be honest about the ones that are behind.
Deck outline (8 slides)
Actions with owners and dates
| Action | Owner | Due |
|---|---|---|
| Fix the reporting access and automate the monthly report | Anna Kowalska | December 8, 2026 |
| Expand content to the two highest-converting topics | [Owner] | December 15, 2026 |
| Agree a pilot for lifecycle email | [Owner] | December 22, 2026 |
Agree one owner and one date for each action in the meeting, then send the recap within a day.
How to use the QBR template builder
- 01
Add the context
Client, period, meeting length and the three goals the client cares about most.
- 02
Enter the metrics
Add targets and actuals. The scorecard marks each as on track, at risk or behind.
- 03
Copy the pack
Copy the agenda, deck outline and action list into your slides, doc or Armando.
What is a QBR (quarterly business review)?
A quarterly business review is a regular meeting where you and a client review progress against agreed goals, discuss risks and feedback, and decide priorities for the next quarter. A good QBR ends with decisions, owners and dates, not just a presentation.
What belongs on a QBR agenda
We use six parts: client priorities, progress and proof, team and capacity, risks and feedback, next quarter, and owners and dates. The generator times them for a 30, 45 or 60-minute meeting and adds a question to ask in each.
How to structure the QBR deck
Keep the deck short and put the conversation first. A typical outline is eight slides: the client’s goals, a scorecard, three wins with evidence, what did not go to plan, risks and feedback, next-quarter options, and the decisions and owners. Leave room in the meeting for discussion.
Choosing metrics for a QBR
Pick a few metrics linked to the goal the client agreed. Show where you are against target and be honest about the ones that are behind. A missed outcome buried under activity numbers damages trust more than the miss itself.
After the QBR
Send a recap within a day: decisions, open questions and commitments. Put the actions in the account plan your team uses, with one owner and one date each. The next QBR should not be the first time anyone hears about a problem.
Frequently asked questions
What is the difference between a QBR and an EBR?
A QBR is a quarterly review of progress and next steps. An executive business review (EBR) is usually less frequent and aimed at senior sponsors, with more focus on strategy and business impact. This builder works for both.
How long should a QBR be?
Thirty to sixty minutes is typical. Longer meetings tend to turn into status updates. Send the detail in advance and use the meeting for decisions.
Who should attend a QBR?
Your account owner, a delivery lead and, for key accounts, an executive sponsor. On the client side, invite the sponsor and the people who can make the decisions on the agenda.
How often should we run QBRs?
Quarterly is a good starting point, but fit the rhythm to the engagement. Keep regular delivery updates between reviews.
Is the QBR template builder free, and is my data saved?
It is free and needs no account. Everything runs in your browser and nothing is stored or sent anywhere, so copy your pack before you leave.
More free B2B account management tools
- Account plan generator Choose a goal. Get a dated plan with exact touchpoints, owners and measures.
- Stakeholder map generator Plot a client’s people on a power/interest grid and spot single-threaded risk.
- Client follow-up email generator No reply? After a meeting? Get the right follow-up email, in your tone.