QBR template

Customer QBR written from your meeting

A QBR should prove value and plan the next quarter. Acta records the value delivered with evidence, rates account health, lists churn risks and expansion opportunities, and captures the plan.

Try this template free What's in the report

What the Customer QBR contains

Quarterly business review: value delivered, account health, expansion and next quarter's plan.

  1. 1

    Shows the value delivered with evidence, and adoption.

  2. 2

    Rates account health and lists churn risks.

  3. 3

    Captures expansion opportunities, requests and the plan for next quarter.

When to use it

  • Quarterly business reviews
  • Executive sponsor meetings
  • Renewal preparation

How it works

  1. Turn the template on

    Pick it on the Templates page in Acta. You can run several templates on the same meeting.

  2. Record the meeting

    On Zoom, Google Meet or Teams, with the desktop app, Chrome extension, notetaker or mobile app.

  3. Read the report

    A few minutes after the meeting, the report is next to the summary and transcript.

More report templates

General1:1 check-inManager and team member 1:1: wins, blockers, feedback, growth goals and actions.See the template GeneralBoard meeting minutesFormal minutes: agenda items, resolutions and votes, actions and next meeting.See the template GeneralContract negotiationClause by clause: both sides' positions, concessions and open points. Not legal advice.See the template GeneralProperty walkthroughBuyer or tenant viewing: needs, budget, reactions to each property and next viewing.See the template SalesMEDDPICC deal reportMetrics, buyer, decision process, champion and competition, with objections and next steps.See the template SalesSPICED deal reportSituation, pain, impact, critical event and decision, with objections and next steps.See the template

All report templates

Frequently asked questions

Related:

What is the Customer QBR template?

A QBR should prove value and plan the next quarter. Acta records the value delivered with evidence, rates account health, lists churn risks and expansion opportunities, and captures the plan.

Does the QBR report rate account health?

Yes, and it lists churn risks alongside expansion opportunities.

Can I see an account's history before the QBR?

Yes. Ask Acta across every call with the account to see what was promised and what changed.

Can AI write the Customer QBR from a meeting?

Yes. Acta records the meeting on Zoom, Google Meet or Microsoft Teams, or in person with the mobile app, and writes the Customer QBR afterwards from what was said. Anything the meeting didn't cover is shown as missing, not made up.

Do I need a bot in the meeting to get the Customer QBR?

No. The Acta desktop app and Chrome extension record from your own computer, so no bot joins the call. When you can't attend, the Acta notetaker can join from your calendar instead.

Is the template free to try?

Yes. Acta is free for 15 days, with unlimited recordings and transcriptions, and every report template included.

Your next Customer QBR, written for you.

Free for 15 days. Works with Zoom, Google Meet and Microsoft Teams.

Start for free