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Quarterly Business Review (QBR) Template

Create an interactive QBR experience and drive long-term successful partnerships with customers.

About this template

Maintaining strong customer relationships isn’t just about letting them know what’s new or delivering training. It’s about proactively communicating with them, solving pain points and identifying areas they can improve. Qwilr’s interactive QBR template makes it easy for CSMs to manage multiple accounts, and still drive consistency across the customer experience.

Delivering a great QBR is an opportunity to impress your customer, but that usually takes lots of customization time to put together. With Qwilr, you can generate these at scale, and create an interactive page for customers to visit via a link. Embed live data and make the experience of a QBR delightful, instead of sending a boring PDF attachment via email.

How to use this template

  • Customer success managers and account managers can streamline the QBR process with a set template that every CSM has access to
  • Keep customers engaged with an overview of what’s working for them, and how you can plan to continually deliver value to them. Highlight wins and areas of improvement.
  • Share relevant content for each customer that is involved by linking out to relevant documents and attachments, including product roadmap insights that fit with their business needs
  • Embed or show live data from other platforms to give customers a live pulse
  • Keep the summary and discussion points in one place and always up to date
  • Connect with common CRMs (Salesforce and Hubspot) to generate a personalized QBR automatically for every customer
  • Reduce the time it takes to put QBRs together and free up your CSMs and account managers to focus on the experience they deliver for customers
  • Communicate your value proposition with customer case studies, explainers, videos and more.

What's in this template?

  • Executive summary
  • Goals summary
  • What’s going well
  • Areas for improvement
  • Business recommendations
  • Link to product pitch deck
  • Links to previous QBRs
  • Embeddable data dashboard
  • Pricing information
  • ROI calculator
  • Next steps

Qwilr Features

Qwilr helps modern sales teams wow their buyers and drive revenue through engaging web experiences.

Web content builder

Drag and drop your way to beautiful sales collateral with our powerful editor.

Interactive pricing

Empower buyers with interactive pricing plans and quotes.

Secure sharing

Add security features like password protection and link expiry to protect sensitive content.

Custom branding

Add your brand colors, logos, and custom fonts.

Optimized for mobile

Every Qwilr page is automatically optimized for mobile views.


Get deals signed on the spot with built-in e-signing ability.

Content library

Build a library of re-usable content for your sales reps to make every piece of collateral up to date and aligned to the company brand.

Track buyer engagement

Know what your customers are engaging with by tracking views, clicks and time spent on each web page.

Embeddable content

Add Calendly links, videos, surveys, Looms, GIFs and more to every page.

Frequently Asked Questions

Start winning with Qwilr today

Start a free trial or get a personalized product demo from the Qwilr sales team.