Customer Quarterly Business Review

Use this template to avoid risks and increase the odds of success before you start developing a product.

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Meeting Scope
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Meeting type
Quarterly Meeting
Host Role / Title
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Tone of the meeting

Delivery & ROI

Why did the customer purchase the product and how well have you fulfilled that need?

Data points that demonstrate the value of your product

Support review

Review the amount of tickets submitted by the customer and their resolution times.

Number of cases (opened and closed)

Average time to resolution

Health scorecard

Scorecard methodology and overall health score.

Health score trends and results

Lifecycle stage

Review where the customer stands in terms of implementation.

Where was the customer 9 and 18 days ago?

Where is the customer today?

What will take to get to the next stage?


How does this customer compare to others?

Areas where the customer is falling short

What needs to happen to get them up to, or past, the benchmark?

Product usage

What does usage look like, along with trends.

Which features are being used, which aren’t

Most active users

License deployment and value received

Product roadmap

Placeholder for your roadmap slides.

Upcoming products and features that are relevant to the customer’s needs.

Action items

What came out of this meeting?

Schedule next executive review

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