Turn every QBR into a living asset that aligns executives and sustains momentum. A concise recap page packages wins, risks, and next-quarter priorities so decisions don’t fade when the meeting ends.
Who it’s for
Customer Success & Account Management
Executive sponsors and program owners on the customer side
AEs handling renewals/expansions
Why it matters
Executive visibility protects renewals. Meetings fade; recaps keep momentum by preserving agreements, clarifying owners and dates, and making next steps easy to approve.
How it works (TOF → MOF → BOF)
TOF (Post-meeting highlight):
Share a 60–90s recap clip covering wins + priorities in plain language. Send via follow-up email/Slack. Link to the QBR page on your site.
MOF (On-Site QBR Page):
A Replay page that includes:
Chapters: Results → Risks/Blocks → Next Quarter Plan (goals, owners, dates)
Artifacts: Slides, dashboards, key docs
Transcript + searchable timeline for easy reference
Action list widget: Owner, due date, status
BOF (Approval & Alignment):
Primary CTAs: “Approve plan” (one-click confirm or form) · “Book exec sync.”
Secondary: “Share with team” · “Open risks tracker.”
KPIs: Plan approvals · Renewal likelihood/health score · Exec views & time on page · Action completion rate
Automation: Any stakeholder view → AE/CSM alert; “Approve plan” clicked → update success plan + schedule exec sync; risk chapter opened 2× → trigger CSM follow-up with mitigation steps.
Turn agreements into artifacts.