Overview
Move QBRs beyond usage reports and renewal checklists. This customer business review deck helps you champion value delivered, uncover upsell potential, and co-create a success plan customers are excited to execute.
When to use this deck
- Strategic customer meetings leading into renewals or expansion cycles.
- Executive business reviews with champions who want credible progress evidence.
- Advisory board sessions where product and success leaders share alignment.
What’s inside the template
- Opening summary that quantifies ROI, key milestones, and sentiment at a glance.
- Adoption analysis with stacked charts, cohort comparisons, and persona-level engagement.
- Outcomes timeline linking customer initiatives to your product capabilities.
- Roadmap alignment slides curated to the customer’s goals and requested features.
- Joint success plan capturing next-step actions, dependencies, and follow-up cadence.
Data & feedback to gather
- Usage and adoption metrics segmented by team, feature, or geography.
- Support trends, NPS responses, and qualitative feedback from champions.
- Upcoming releases, beta opportunities, or services that map to customer goals.
Customization tips
- Include benchmarking against similar customers to contextualize performance.
- Embed short customer testimonials or video clips to celebrate wins internally and externally.
- Trigger ML Clever follow-up workflows so recap emails, action items, and timelines go out right after the meeting.
Related playbooks
Use the SaaS KPI Review Deck for internal health checks, and keep engineering aligned through the SaaS Sprint Update Deck.
