Sales Quarterly Business Review Meeting

Organize and structure your next QBR with this template, showcasing the impact and value of your team's efforts to both internal and external stakeholders.

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Tone of the meeting

Intro Q&A

What would you like to know?

Previous quarter


What sales activities did the team participate in?


What were the results of those activities?


What did we learn over the last period? How we will change the process moving forward based on those lessons?

Next quarter


What will you be doing in the next quarter? (Attending events, channel improvements, etc.)


Leads in the pipeline, new meetings, stretch goals, etc.

Outro Q&A

What have we not answered yet?

Action items

What came out of this meeting? What are the next steps?

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