What is a quarterly business review (QBR)?
Updated Nov 1, 2026
Definition
A quarterly business review (QBR) is a meeting, usually every three months, where an account or customer success team reviews with a customer the value delivered, how the product is being used, open risks and the plan for the next quarter.
What to cover in a QBR
- Value delivered: results since the last review, with evidence.
- Adoption: who is using the product and how.
- Account health: what's going well and the risks to the relationship.
- Expansion: new teams or needs the customer mentions.
- Next quarter: goals and the plan to reach them.
Tips
Invite the executive sponsor, not only day-to-day users, and send the agreed plan in writing afterwards. A QBR that only shows usage charts is a missed chance to talk about renewal.
How Acta writes QBR notes
Acta's Customer QBR template records the value delivered with evidence, rates account health, lists churn risks and expansion opportunities, and captures next quarter's plan from the meeting.
Customer QBR templateFAQ
Who runs a QBR?
Usually the customer success manager or account manager, with the customer's main contact and executive sponsor.
How is a QBR different from a check-in call?
A check-in handles day-to-day questions. A QBR steps back to review results and agree the plan for the next three months.