QBR template

For quarterly business reviews. Copy it into an Emargen topic with the Customer call notes template; the notes live there.

Before the call (CSM, a week ahead)

1. Account snapshot: depots, people, sign-in methods, region, contract end.
2. Usage: requests per month, median time from request to decision, how people sign in (password, phone code, single sign-on).
3. Support: tickets this quarter (Jira SUP, filter on the customer's label), themes, anything open.
4. What they asked and where it went: every ask since the last QBR, with its topic, initiative or ticket.

Agenda (45 minutes)

1. Their quarter: what changed for them (10 min).
2. Numbers (10 min).
3. What they asked, and where it is (10 min).
4. What's coming that matters to them (10 min). Only things approved or in delivery. Never give a date for something being shaped.
5. Actions (5 min).

After

• Notes in the topic the same day; actions with owners and dates.
• Anything they ask for that's new: a topic with the Customer question template, so product sees it.
• Renewal risk in one line, for David.