sample of business review presentation

Free QBR and Business Review Templates

By Kate Eby | June 25, 2018 (updated October 20, 2022)

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Companies like Google and Intel use a form of goal planning and a business leadership process to identify OKRs, the objectives and key results that drive internal performance, build customer relationships, and deliver growth. The quarterly business review (QBR) meeting is the delivery platform to discuss and set OKRs and measure and grade performance as determined by a company’s overall mission and values. This article features an overview of QBR meetings, including expert business review planning and presentation techniques. You’ll find a variety of free QBR templates to use, so you can spend less time preparing for your presentations and more time managing your business.  

Customer QBR Meeting Preparation Checklist

Use this checklist to help you prepare a QBR meeting presentation that captures your customer’s attention and demonstrates your commitment to honor their valuable time.

‌ Download Customer QBR Meeting Preparation Checklist

Supplier QBR Template

QBR meetings provide a place and time for suppliers and customers to build a strategic relationship that benefits both parties. Use this supplier QBR template to measure the quantitative value that your managed service providers and vendor partners offer your business. If you’re the supplier, use this template at your next QBR to take a proactive role as a valuable business partner by establishing your customer’s return on investment.

‌   Download Excel Template Try Smartsheet Template   ‌

Annual Business Review Template

Use this annual business review template to compile the key results of your quarterly business review meetings and prepare your presentation. This template is designed as a formal presentation to discuss key business objectives and results. Customize the slides outlined to deliver a concise, impactful review of past performance and articulate future goals for the year ahead.

‌ Download Annual Business Review Template – PowerPoint

Small Business QBR Template

Running a small business requires the optimization of time and money — hold your suppliers to the same standard with this template. Use this form to organize information about the products and services your key vendors provide. Also use it to facilitate critical quarterly checkpoint meetings in order to grade the relationship based on results.

Download Small Business QBR Template

Excel | Word

Executive QBR Template

Use this customizable QBR slide deck to present to executive leadership. It is designed to present the most vital information up front and to summarize objectives and key results to busy executives with tight schedules. This template is perfect for remote online meetings that use video conferencing software. It’s also ideal for a less-than-captive audience.

‌ Download Executive QBR Template – PowerPoint

Sales QBR Template

Sales professionals need an effective QBR business planning process to execute quarterly sales goals and measure the results of their sales team’s efforts. Share this customizable QBR slide deck outline with your team to elevate performance and establish accountability. They can easily modify each slide to present essential information about their market or customers and plan next steps to be reviewed at the next QBR meeting. Adjust the slides and craft a QBR presentation for your customers.  

‌ Download Sales QBR Template – PowerPoint

What Is a QBR Meeting?

The purpose of a QBR meeting is to communicate business-related goals, determine OKRs to measure success, and build relationships with customers or employees. The meeting is most effective when conducted face to face, but technology, the growth of global business, and the increase in geographically distributed teams make remote QBR meetings a popular option.

Internal QBR meetings happen at every level, from executive leadership to product teams. As an external communication tool, the QBR meeting is an opportunity for customer success managers (or related sales and marketing professionals using strategic account management) to discuss KPIs and return on investment (ROI), sign sales contracts, or negotiate service renewal agreements with customers.

What to Include in a Sales QBR

Determining business goals and using key customers to identify the desired results of your efforts are just the beginning of effective QBR planning. Resist the urge to think in a vacuum when creating your slide deck. Consider the customer. Don’t treat the QBR meeting like any other sales call by focusing on complaints, reviewing past performance, etc. Instead, create a customer-oriented agenda and share it with them prior to the meeting.

The agenda of your sales quarterly business review might include the following topics:

Status of outstanding business from previous meeting

Review of program objectives

Performance results and improvement

News and updates on products and services

Future business opportunities

Items from last meeting

Sales and marketing program metrics

Scorecard review (Customer Health Index or Net Promoter Score)

Support ticket review and resolution metrics review

Benchmarking

Customer support desk review

Onboarding and training

Product roadmap and feature development

License renewals and service contracts

Summary of meeting and commitments

Scheduling of next QBR

Guide to Effective Customer QBR Meetings

Nancy Duarte  is Principal at  Duarte, Inc ., a company that helps “write, design, and deliver groundbreaking stories and visual presentations for every occasion.” The following tips were inspired by Duarte’s experience and recommendations from her book  Harvard Business Review Guide to Persuasive Presentations . Use them to plan and deliver a compelling presentation to your customer at the next QBR meeting.

Audience over Ambitions : Duarte points out that your audience has the power, not you. Look past your ambitions for the meeting and prepare a presentation that takes into account who is in attendance, their valuable and limited time, and what each individual customer needs from the QBR meeting. Duarte recommends giving your customer a gift in the form of unique insight or information, providing them with a new skill or mindset to achieve their business goals, and seeking opportunities to get “unstuck” with a solution if there is a problem with their products, services, or operations.   

Filter Big Ideas : As the name suggests, the QBR is about reviewing past performance, but most customer QBR meetings are scheduled for one hour. That doesn’t mean you shouldn’t take the opportunity to present ideas for how to build future business with your customers and add value to the discussion. Duarte is a proponent of filtering big ideas. “If you don’t filter your presentation, the audience will have to, and people will resent you for making them work too hard to identify the most important points,” she writes. This advice is especially relevant for QBR meetings that can quickly devolve into problem solving and complaint resolution sessions before you have time to present your ideas.

Anticipate Adversity : According to Duarte, as a presenter, you’re frequently creating resistance to your message and ideas. QBR meetings are not an opportunity to troubleshoot customer service issues or the performance of your product and services. Duarte suggests preparing for different types of resistance (logical, emotional, practical) by anticipating and addressing your customer’s concerns before they become roadblocks to your meeting. Consider opening the meeting agenda with a statement acknowledging the issues and when they will be addressed during the presentation. “By showing that you’ve considered opposing points of view, you demonstrate an open mind — and invite your audience to respond in kind,” she writes.  

Golden Rule : The motto at Duarte, Inc. is, “Never deliver a presentation you wouldn’t want to sit through.” Rehearse your presentation before the QBR meeting. Have a colleague or manager analyze your slides and delivery and provide some feedback. Duarte recommends preparing a shorter version of your presentation in case something goes wrong and time is cut short by an interruption or technical glitches. Your customer can tell if you try to wing it, and they will feel slighted. “It sends the message that you don’t value them or their time,” she writes. “Perhaps most significantly, rehearsing frees you up to be more present in your talk and to fully engage with the people in front of you,” she continues. This creates more opportunities to build future business, ask for recommendations, and schedule your future meetings with the customer.

Quarterly Business Review FAQ

Preparing for and delivering an effective quarterly business review doesn’t have to be a daunting task. Here’s a look at some of the key questions about QBR meetings.

Does Every Customer Get a QBR?

QBR meetings foster relationships between you and your customers, reinforce the value of your products and services, and invite honest discussion about the ROI and the likelihood of renewing business agreements. Every customer that you want to provide this opportunity to is a candidate for regularly scheduled quarterly business reviews.

What Is the Best Strategy for Successful QBR Meetings?

Suppliers and vendors that operate under managed service provider (MSP) contracts leverage the QBR meeting as a strategy to manage expectations and learn how to improve, discuss the customer’s business goals and desired results, and understand the problems that customers try to solve in order to support future business plans. If you prepare and practice accordingly, your QBR meetings create a competitive advantage for you to transform customer relationships into win-win partnerships.

Where Do I Host a Customer QBR?

The likelihood of keeping a consistent, face-to-face QBR meeting on your customer’s calendar every 90 days is slim. Meetings get canceled, key customer contacts change, executives need flexibility to meet via video conference, etc. Plan your QBR presentation with the location in mind, and be flexible with where you host your meetings. Invite your best customers to meet on site at your office, and host the meeting over breakfast and coffee. Prepare a slide deck and online meeting agenda, so you can offer these elements as a hosting option for busy customers.

When Do I Schedule My First Customer QBR?

The answer depends on the product and service you provide. Schedule the first QBR after the customer is onboarded and has time to implement and assess your business and value. Coordinate the details for this meeting when you close the deal, and sign contractual agreements when you have the customer’s attention. This demonstrates that you are committed to delivering value and a return on the customer’s investment and will sit down with them every 90 days or so to review the results of this commitment.

Who Do I Invite to Participate in a Customer QBR?

Schedule your customer QBR meetings to include decision makers from both sides, including management and executive leadership when possible. Make sure you know who is attending each QBR meeting ahead of time, and plan your presentation based on the audience.

Does My QBR Presentation Need to Include Images and Charts?

According to Nancy Duarte, the most effective presenters think like designers. “Each slide should pass what I call the glance test: People should be able to comprehend it in three seconds,” says Duarte. “Think of your slides as billboards. When people drive, they only briefly take their eyes off their main focus — the road — to process billboard information,” she adds. Images and charts improve your audience’s cognitive response to your message. Use them in your QBR presentation to maximize your time and deliver crucial information your audience will remember. You can find free, ready-to-use drag-and-drop software, like the Onomics charting tool available from Priceonomics , to help you design a slide deck like a pro.

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10 Free Quarterly Business Review (QBR) Templates for 2024

Praburam Srinivasan

Growth Marketing Manager

August 26, 2024

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Organizations are moving faster than ever, with more people, departments, and technology coming together to achieve big, aspirational goals. QBRs provide a structured forum for teams to align on goals , hold themselves accountable, collaborate, and drive continuous improvement.

By conducting regular QBRs, organizations can improve their performance , stay focused on their goals, and ensure they deliver value to their customers and stakeholders.

What is a QBR Template?

• 1. ClickUp QBR Template

2. ClickUp QBR Lane Board Template (Board View)

3. clickup qbr by category template (list view), 4. clickup quarterly business review with action items template (list view), 5. clickup quarterly report template, 6. clickup quarterly performance review template, 7. clickup quarterly roadmap template, 8. clickup quarterly financial report template, 9. slideteam powerpoint qbr template, 10. template.net microsoft word qbr template.

A Quarterly Business Review template is a structured document, dashboard, or presentation that is formatted for companies to easily review business performance over the past quarter and plan for the quarter to come. At a minimum, a typical QBR template will include an overview of key metrics , progress toward goals , updates on major initiatives, and any issues or challenges that need to be addressed.

Essentially, this type of template is designed to make quarterly business review meetings as productive as possible. The document should facilitate discussion among key stakeholders like executives, department heads, and team leaders.

At the end of each quarterly meeting, everyone should be on the same page and have a clear understanding of how the business is performing and what needs to be done to improve during the next quarter.

What makes a good quarterly business review template?

A good QBR template is like a report card for a company, offering a clear grade on company performance. However, unlike a report card, a QBR template is designed to distill the performance of the last three months into an action plan for what needs to be done to improve performance over the next three months.

Aside from just monitoring performance and account planning for improvement, the best QBR templates bring a business together, rallying executives, department heads, and team leaders around shared goals.

Whether you’re hosting your first QBR presentation or your hundredth, a solid template will make your QBR conversation, planning, and execution a regular value add to the business. Consider the following items below, which are core components any good QBR template should include.

• Relevant Metrics: The template should include relevant metrics that help track the performance of the company. It’s important to choose metrics that are aligned with the company’s goals and objectives. For example, if you are managing a sales QBR, the template should include metrics related to revenue, leads generated, and conversion rates.
• Clarity: QBRs include tons of data and info so your template needs to make all that complexity easy to read and understand. The ability to include charts and graphs will make your life much easier when trying to make information more visually appealing and easier to consume.
• Actionable Insights: A QBR template should not only provide an overview of the company’s performance but also highlight key insights and actionable recommendations for improvement.
• Flexibility: Priorities and strategies change quarter to quarter, and often even more frequently. Your template should be flexible enough to accommodate regular changes without requiring you to totally redesign how your quarterly report is developed.
• Audience-specific: Finally, the QBR template should be tailored to fit the specific audience that will be reviewing it. This also gets at flexibility. Ideally, you shouldn’t have to create a different QBR report for each stakeholder, but rather simply filter and frame the same information in different ways for whoever is reviewing it.

Bonus: 30-60-90 day templates !

Why QBRs are important for your business

Quarterly business reviews are like the annual wellness exam you have with a doctor. Similar to how a doctor will run standard tests to check on your overall health or identify potential concerns earlier, a QBR assesses core operating and performance measures to get a regular pulse on the business.

A good QBR process helps a business achieve five things:

• Performance review : Provides a regular opportunity for teams to review their performance against business objectives, goals, and metrics.
• Goal alignment : Helps ensure all teams and departments are aligned with the company’s strategic objectives and priorities.
• Team collaboration : This creates an opportunity for teams to collaborate, share best practices, and identify opportunities for improvement.
• Customer focus : Reviews customer feedback and assesses the customer’s goals and satisfaction.
• Continuous improvement : Drives continuous improvement by regularly reviewing performance, identifying areas for growth and development, and establishing action plans to improve performance.

10 Quarterly Business Review Templates (With Examples)

There are many different types of QBR presentation and QBR templates available. Depending on your specific needs and goals, some templates here focus on financial performance, while others may be based on more qualitative measures—i.e. customer satisfaction or employee engagement .

Your QBR template should be tailored to your needs and goals, and it should be reviewed and updated regularly to continue to be effective. Here’s our list of 10 QBR templates you need to try out now:

1. ClickUp Sample QBR Presentation Template

To create visibility and coordinated action across a lot of moving pieces, the ClickUp QBR Template brings all essential business performance metrics, task statuses, and processes into a single hub. Because it is built in ClickUp, the template offers different views, filters, and visualization so that QBR information can be tailored to fit the reviewing needs of each stakeholder and team.

Built for flexibility as well as consistency, the template organizes QBR activities into five core custom fields: Status, Department, Type, Category, and Completion Rate.

For Status, activities are marked by “To do,” “In progress,” or “Complete,” giving everyone reviewing the QBR presentation an at-a-glance view of where each activity stands. The Department field makes it clear which function like the sales team, customer success, marketing, etc., owns and is responsible for executing and reporting on the activity.

Under Categories, each QBR activity is organized by “People,” “Process,” or “Technology” so organizations can easily identify the big bucket groups each activity and department are tracking up to. Within each Category, tasks are labeled with a “QBR type” that makes it clear if a task needs review, is causing an issue, represents new goals, or needs to become an action item for the future quarter.

Finally, each task has an associated Completion Rate so that contributors and viewers get a bird’s-eye-view of how much work needs to be done to close the activity.

Business priorities change regularly, making it important for teams to know what requirements are still in flight, which have pivoted, and which have been stopped altogether. Without clear alignment on current and future goals, teams can easily spend time on the wrong work.

Any QBR agenda should include ample time to review key performance indicators from the previous quarters and how those KPIs may influence changes to goals and priorities for the upcoming quarter.

To bake change conversations into QBR meetings, ClickUp’s QBR Lane Board Template organizes tasks into four descriptive categories: “ Start,” “Stop,” Continue,” and “Change .” The template uses a Kanban Board to create a clear, vertical view of each category so there is no guesswork required by decision-makers during the QBR presentation.

Items in the Kanban Board can easily be dragged and dropped into different lanes as business priorities shift, making it simple for teams to follow up on the next steps.

A good QBR review needs to present critical information in a way that allows decision-makers to review at-a-glance and respond quickly. Leaders need to know if an activity might affect sales performance, employee productivity, or even an important customer’s business.

When a QBR presentation just includes a bunch of data, tasks, and information, it’s hard to uncover the big picture. The ClickUp QBR by Category Template places each activity into the larger context of business priorities, by organizing tasks by “People,” “Process,” or “Technology.”

Seeing how each activity impacts one of the three core components of the business can better answer key questions like, Do we need to focus more on employees and culture? Is there risk in our organizational operations? Are there gaps in our tech stack or infrastructure?

An effective QBR meeting should not only provide an overview of a company’s key performance indicators but also uncover key insights and actions to tackle before the next QBR meeting.

In fact, ClickUp’s Quarterly Business Review with action items template does just that. Based on the “OKR Type” Custom Field, the template only highlights items from the QBR meeting that are identified as “Action Items.” These action items are then organized in a List view by their respective statuses: “To do,” “In progress,” or “Complete.”

Within the easy-to-scan Action Items List View, decision-makers can see the activity driver, which team is responsible for the activity, and the completion rate of each activity. This bird’s-eye-view of action items makes it easy for leaders to assess what activities need attention and who to work with to make sure action is taken.

A key part of QBR meetings is assessing company financials, including expenses, revenue, and cash flow. This is especially important for sales QBRs, customer success QBRs, and marketing and HR QBRs. By compiling and reviewing the financial information , business leaders can assess the company’s financial health by looking at its financial key performance indicators.

The ClickUp Quarterly Report Template creates a quarter-over-quarter view of company financials, breaking profit and loss (P&L) into four categories: Indirect cost, revenue, billings, and cash flow.

Working with finance data, you’re going to need to do a lot of math. The template includes directions for key formulas so you can easily automate important calculations like annual averages, pacing, and whether P&L is on or off track.

Creating financial transparency across business functions is key to building strong relationships between department leads and the finance team. Reviewing quarterly finances helps functional leaders get better at forecasting their team’s expenses and makes it easier for them to get approval for new investments and budgets.

Quarterly reviews offer an opportunity to build relationships across the organization and within each team. This is done through deep-dive employee performance reviews. Tying employee performance to business goals ensures everyone works toward the same objectives.

For instance, organizations are tirelessly trying to create customer value, so it makes sense that the performance of customer success managers and sales managers is tied to that goal. Those goals could be anything from prioritizing top deals from new customers, developing a training program to build stronger customer relationships, or simply improving a sales pitch.

Whatever an employee is being rated on, tying it into overarching company goals, it makes it easier to provide tangible feedback and create a sense of ownership from employees as they can see how their work is supporting the business.

The ClickUp Quarterly Performance Review Template makes it easy to connect employee performance to business performance. The template focuses on four review categories: Performance overview, goal achievement, process improvement, and work ethic. Each section comes with pre-formatted components to grade output from “excellent” to “poor,” as well as a section for managers to include detailed, bulleted feedback explaining the rating.

At the bottom of the performance review template is an acknowledgment section where both employee and manager include their overall comments and as well as their signature confirming they have read and committed to the review.

Effective QBR meetings will turn into robust action plans for the upcoming quarter. To make sure these actions are hit by the next QBR, teams need a clear roadmap.

The ClickUp Quarterly Roadmap Template uses a timeline view that groups necessary future actions into standard initiative categories and the month they are to be completed. For example, if upcoming features need to be released at a certain time for the next customer success QBR, that can be included in the template under “Research” and “Software” and set to deploy the month before the next QBR meeting.

By organizing quarterly goals into a roadmap, organizations can continue to build strong relationships across functions by developing a shared language and timeline around when and what they need to deliver .

We touched on financial reporting in template No. 5 above, but ClickUp’s Quarter Financial Report is a very deep dive into a company’s financial performance.

Now this is serious business. A Quarterly Financial Report, or QFR, is a compilation of unaudited financial data, like balance sheets and income statements, that are published by businesses every three months. These reports may also include year-to-date and comparative results like comparing the same quarter from the previous year to the current quarter.

ClickUp’s Quarterly Financial Report Template creates an at-a-glance view of quarter-over-quarter revenue and as well as expenses. For example, revenue is broken down into categories like “Service Fees,” “Product Sales,” “Interest Gain,” etc., with sections for year-to-date totals as well as increase and decrease indicators.

Context is always important when dealing with financials. The template also includes a section for highlights and lowlights from a sales, productivity, and budget perspective . This helps make sure your QBR presentation provides enough context for decision-makers to make sense of the data.

If PowerPoint is still your preferred method of managing your quarterly business reviews, this presentation template from Slide Team has you covered. This template comes with 80 ready-made PPT slides that allow you to plug and play with your quarterly highlights, key developments, financial summary, cash flow statements, and much more.

The presentation template also comes with sample slides to incorporate related topics into your QBR meeting like a product roadmap , SWOT analysis , org charts , and other topics that bring relevant but not recurring information into your meetings .

If you are a Microsoft Office loyalist, you can get started with this Template.net Microsoft Word QBR Template. It takes a 30,000-foot view perspective of QBRs, with a focus on grading key performance indicators like profits execution, strategic alignment , development, and resource management.

The template also includes a comments section for reviewers to make recommendations on what needs to be done based on the above KPI assessment.

Get Started With the Right Template to Kick Off Your Next QBR

QBR meetings come in many different shapes and sizes. But the goal will always be the same – identify concerns and learnings from the previous quarter’s performance and develop an informed action plan for the next quarter.

Finding the right template for your next QBR presentation can make all the difference to align your team and hitting your goals.

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Quarterly Business Review

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A Quarterly Business Review is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what is outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a Quarterly Business Review is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved. With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. A quarterly business review is also an option to unveil hidden business opportunities. During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective. It is very important to set an agenda for a quarterly business review meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format. Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. While showcasing the quarterly business review, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. The following are some important tips that you must keep in mind while writing a professional quarterly business review. Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The client strategy meetings and review reports should always be started with KPIs. Use stats and facts to showcase the results that have been achieved.

The Quarterly Business Review template consists of four slides that are designed in a bright and warm color scheme. The slides in this template have a variety of graphs, tables, and infographics to help you make your report memorable. This template will primarily be useful to heads of companies and departments. Also, startups can use this template when demonstrating their achievements to clients at the initial stage of work. Accountants and economists can use the slides in this template when preparing their reports. Investment companies can use the slides in this template to prepare the key figures for the company they recommend investing in. This template will also be useful for team leaders when preparing a project progress report when meeting with the product owner. If necessary, you can easily change the elements of the presentation to suit your corporate style. Quarterly Business Review template will be useful for marketers when preparing a report on the progress of an advertising campaign to promote a new product.

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Quarterly Business Review Presentation Template

Ever found yourself knee-deep in a quarterly business review; diving into metrics, comparing performance against goals, and seeking out areas for improvement? 

Quarterly business reviews are crucial for evaluating progress and steering the ship in the right direction. They are a comprehensive assessment that reflects on a quarter’s performance and involve a lot of metrics, strategy organization, feedback, and operational reflections. And presenting all that data in a way that keeps everyone engaged can be a bit tricky.

That’s where we come in. With Beautiful.ai’s quarterly business review template, you can take all that wealth of information and distill it down to the essentials - making sure to highlight those actionable insights that foster alignment across departments.

• Showcase key metrics that tie back into your performance goals
• Spark discussions and gather valuable feedback from the entire team
• Identify and describe challenges and next steps

Use our template to create a quarterly business review presentation

This template allows teams to create a structured quarterly performance assessment, ensuring clear communication of key insights and strategic priorities. Tailoring this template to your own quarterly business review presentation is simple. Whether you’re reviewing revenue, evaluating customer feedback, assessing processes, examining market expansion efforts, and/or organizing all the KPIs from the quarter - these customizable templates and our entire library of professionally designed template slides can help distill all of that into an engaging presentation.

Pro tips to build your own QBR

As you use this template to build your own quarterly business review presentation, keep these tips in mind:

Start with an overview of key highlights and objectives, don’t dive into the details right away.

Use callout boxes, annotations, or text overlays to highlight additional insights. Draw attention to important information in ways that guides the viewer’s focus toward critical aspects.

You likely have a lot of information to cover in a short amount of time. Have viewers save questions for the end, where you have slides dedicated to discussion.

With Beautiful.ai’s interactive graphs and charts, you not only enhance the credibility of your review but make it easier for stakeholders to grasp complex information quickly.

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Quarterly Business Review Template

Number of slides: 10

The financial year is split into quarters and it is good practice to conduct a thorough review every instance in order to ensure adequate practices and business growth. The three months of a quarter are an adequate time frame in which you can see the performance of your practices and optimize your processes in order to ensure sustainable growth. This slide deck comes with the Quarterly Progress Charts, the Project Performance Slide and the Key wins slide to get an insight into your business performance and conduct a quarterly financial analysis.

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Free Quarterly Business Review Template

Quarterly progress charts.

Monitor how your organization has been performing in the previous quarters and determine whether your current strategies are working. With the Quarterly Progress Charts, you can also identify what areas need to be optimized in order to squeeze as much efficiency as you can out of your available resources.

Quarterly Project Performance Slide

Monitor how your project has been unfolding over the previous quarters and determine whether you are facing any blockers that need to be removed. This slide can help you outline all those details in an intuitive manner and help you communicate clearly with your stakeholders.

Quarterly Achievements Slide

See what achievements your team has made in the past few quarters and ensure that they are celebrated accordingly. This slide can help you monitor the performance of your organization by the number of achievements and met deadlines across the previous financial quarters.

Monitor your success

A quarterly review will enable you to see your organization’s successes and celebrate them

Optimize your strategy

Use the insights gained every quarter to fine-tune your strategy

Work to achieve your targets

Make sure that every action you take will get you closer to your targets

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A Complete Guide to Create a Quarterly Business Review Presentation

The quarterly business review (QBR) meeting is the time for organizations to reflect on the progress and achievements made in the last quarter and the goals and plans for the next quarter. It is an opportunity for companies to take a closer look at how successfully they met their OKRs (objectives and key results), KPIs (key performance indicators), and revenue targets set previously and prepare future strategies based on those insights. 

The QBR meetings are all about numbers and statistics, and presenting them in a way that keeps the audience hooked and encourages them to take note of what you have to say is an arduous task. Here a well-designed and well-structured presentation can change the game!

If you are presenting the QBR for the first time and need help deciding what to include in the presentation, here is the complete guide! Go through it and learn how to prepare the quarterly business review presentations, how to deliver them, and the best practices to follow. 

Let’s begin!

Tips for a Spellbinding QBR Presentation

Remember, a quarterly business review presentation is not a bragging session, a networking event, or a sales pitch. Instead, it’s the representation of the value you delivered to customers, the impact or difference your product/service made on clients’ businesses, and goals for the upcoming 90 days. 

So, don’t make the QBR presentations self-serving. Follow the below-given tips for creating a winning one-

1. Know Your Audience

Spending time and exerting efforts to get to know your audience is the make-or-break factor for a successful QBR presentation.

Undoubtedly, as a speaker/presenter, the spotlight will be on you, but remember, the audience is the ‘other half’ of your presentation. They want to take away something valuable from your session in lieu of their precious time and undivided attention.

So, it’s always good to get an idea about your audience to create a relevant and meaningful presentation. It will also help you define your presentation’s goals and decide what content should be included. 

The quarterly business review presentation may be for internal employees (team members, department heads, senior executives, CEOs, etc.) or external stakeholders (clients, customers, suppliers, etc.). 

2. Define Goals

After gaining an understanding of the audience, set your presentation goals. A clearly- defined goal provides the right direction to your review, veering off unproductive and meaningless discussions. 

For example, suppose you are the CEO of the company and want to present a business review for the past quarter to your team; your presentation goals may be-

• showcasing the performance of each team member and the team as a whole.
• presenting the goals that were met, exceeded, or not met and reasons for discrepancies.
• highlighting the profitable customers of the last quarter and strategies to nurture them in the next 90 days.
• shedding light on strategies that are doing good and that require changes.
• depicting the latest trends and areas of improvement, etc.

And, if you want to present a review to your business partners, your presentation goals may be- 

• showcasing the organization’s performance in comparison to competitors in the industry, highlighting the areas where the business is excelling and lacking.
• depicting the performance of individual services or products in terms of market demand, sales, revenue, and profitability.
• presenting operational metrics relevant to your business, such as customer acquisition, production output, customer retention, and conversion rates.

3. Include the Right Content

You have worked hard throughout the quarter and must have much to share in your presentation. But hold your temptation, and include information that is closely relevant to your audience and fulfills your presentation goals. Choose the content keeping the context and connectedness in mind. 

Typically, a QBR presentation includes the following information-

This slide showcases the purpose and agenda of the QBR meeting. Depicting this information is important to set the tone and stage for the rest of the presentation. It also gives the audience a snapshot of what they can expect and keeps them focused without getting distracted.

b). Executive Summary

This section presents the accomplishments and challenges of the last quarter. It also throws light on critical insights, milestones reached, and major breakthroughs.

In a nutshell, the executive summary is the brief abstract or outline that gives the audience a glance at the recap of the previous quarter and a glimpse into the upcoming quarter. 

c). Quarterly Goals

This slide depicts the goals of the previous quarter and their status. You can portray the goals that were met, unmet, or exceeded and reasons for inconsistency or deviation.

d). Key Business Accomplishments

In this section of the presentation, elucidate the key achievements of different departments, such as HR, IT, operations, finance, etc. You can also highlight the significant projects completed, new technology implemented successfully, partnerships with the key players of the industry, and other business-specific accomplishments. 

e). Challenges and Learning

Demonstrate the obstacles and hurdles you faced in the previous quarter and what lessons you learned in the process of overcoming those challenges. You can also explain how this learning can help you in the future course of action.

f). Risks and Opportunities

Accentuate the risks you uncovered while working on a project or using a technology that must be paid attention to in the next quarter. Also, depict the untapped opportunities (unmet customer demand by the competitor, investment opportunity in a new market segment, etc.), which the business can grab in the upcoming 90 days to unlock doors to new revenue streams and growth. 

g). Financial , Sales , and Revenue Forecasting

Provide a bigger picture to your audience by sharing information about what is about to come. You can present future predictions related to sales, profits, and expenditures. You can also explain how political upheaval and fluctuations in economic activities will impact business operations and functions.

h). Next Step

Present your future course of action. You can cover it in three parts – Start Stop Continue .

Highlight the following-

• What activities did you perform, and why were they successful? Why and how will you keep doing them?
• Activities that were not fruitful, which you will stop doing in the next quarter.
• Activities you haven’t yet started but want to initiate.

i). Roadmap

Present the strategy to achieve the set goals and mitigate the potential challenges. The roadmap must depict the next steps with a defined timeframe, considering the lessons and reflections from the last quarter.

4. Pick the Relevant Visuals

Visuals, such as graphs and charts, make your boring statistics visually interesting and understandable. However, it is important to choose the right visuals to represent a specific set of data. Also, the graphics must be of high resolution so that you can deliver presentations on any screen size without affecting visual quality and readability.

For example, if you want to show the comparison of sales of two quarters or more product categories, you must use a bar graph in your presentation.

If you want to depict future trends in technologies, you can use a trends chart.

5. Use the Right Presentation Template

A well-designed template with the right layout and visuals is the backbone of any presentation. A good template helps you order your points and structure your thoughts, keeping you focused. In addition, it gives your presentations a stylish yet professional and consistent look, empowering you to leave a lasting impression on the audience.

Wondering where you can get the right template for your QBR presentation? Worry not! You can choose from a wide range of pre-designed and 100% customizable PowerPoint and Google Slides templates available online. You can save tons of hours by using these templates.

6. Keep it Concise and Short

Remember, your clients and stakeholders are busy people, and they will appreciate it if you present your quarterly review in a crisp and concise manner, covering all the relevant and important information that matters to them.

Your presentation must not exceed more than 1 hour, as the attention span of the audience begins to decrease gradually. Also, present the most crucial highlights in the first 10 minutes to get the complete focus of the audience.

Deliver a Stellar QBR Presentation

1. memorize presentation highlights.

Certain highlights, such as key points of analysis, specific KPIs and metrics, and actionable metrics, play a pivotal role in the success of your review presentation. If you miss out on them while delivering your talk, the entire essence gets lost, diluting the overall impact of your presentation. 

As a presenter, you would not want to look at hand-made notes to convey these highlights to your audience because it gives an impression that you are not prepared for the presentation. So, for a smoother and more persuasive and professional delivery, memorize the key highlights (not the entire presentation). Rehearse your presentation well so that you don’t have to struggle to recall the highlights while delivering your QBR.

2. Share the Most Important Data in the First 10 Minutes

As you proceed with your presentation, the audience’s attention begins to shrink gradually, and they are less likely to listen to you with the same enthusiasm as they do in the first few minutes. So, utilize the initial 10 minutes of your presentations optimally and wisely. Reserve this time for showcasing the most important information on which you want your audience to pay 100% focus.

3. Narrate a Story

Make your QBR an aha! moment by narrating a spellbinding story, covering what happened (outcomes of the previous quarter), what should happen (goals of the previous quarter), and the glorious future (goals of the next quarter). Conclude your story with an inspiring summary and a CTA (call to action).

4. Be Honest and Transparent

Showcase accurate and transparent data in your QBR presentations; otherwise, you will end up ruining your trust and relationship with the client. 

Let your clients know very clearly if the sale is declining, the customer base is reducing, or the profit is diminishing. To communicate negative figures on a positive note, share your plans to overcome the issues and bring things back on track in the next quarter. You can also tell the clients if you need their help in improving some specific areas.

5. Use Body Language and Gestures Aptly

You can make your QBR presentations more effective by altering the tone and pace of your volume, making eye contact aptly, and conveying your passion and enthusiasm through your body language.

Talk fast if your audience already knows the information, take a pause to stress important points, and talk slowly to encourage discussions. Move around the room to shift your energy and keep the audience focused on you.

Best Practices to Follow

1. invest time in preparation.

The data and statistics you present in your QBR presentation serve as crucial factors for business decision-making. If not delivered aptly and accurately, it may leave decision-makers in confusion. Therefore, owing to the sensitivity of this presentation, you can’t leave its preparation for the end moment.

Start gathering data early to avoid the last-minute hassle. Take out time to practice your presentation well and work on loopholes so that you can present confidently on the big day. After all, your audience deserves more than a briskly made slideshow!

2. Get the Slides Previewed by Relevant Teams

Schedule a meeting with the sales team, marketing team, and customer success team to brainstorm and discuss the KPI data and understand their analysis, evaluations, and suggestions. It will help you ensure that all important points have been covered and everyone has a good understanding of the data. It will also assist you in delivering your presentation with authority.

3. Invite the Relevant Attendees

Don’t invite people just for the sake of increasing the number of attendees. Instead, invite limited people and decision-makers who have a genuine interest in your QBR presentation. It will aid you in keeping the meeting relevant and manageable.

For example, the QBR presentation intended for a SaaS B2B client may have tech support personnel, investors, CEOs, managers of specific departments, procurement managers, chief financial officers, and other stakeholders as attendees.

4. Send Agenda Ahead of Time

The agenda provides a clear outline of the topic/points that will be discussed in the QBR presentation. Sending the agenda in advance to the attendees will help them share their feedback and suggestions, which you can incorporate into your presentation before the big day.

In addition, the agenda gives a glimpse of what attendees can expect in the meeting and the timeframe of the presentation. It is particularly useful for those attendees who have packed schedules and have to travel to your place to attend the QBR meeting.

5. Focus on Strategy Instead of Tactics

To make your QBR meeting more productive, focus on discussing progress towards goals, performance, potential bottlenecks, ROI, and future opportunities instead of highlighting operational matters and problems to solve.

If you want to keep your QBR a high-level review, talk about the positive things you and your client can accomplish together.

6. Encourage Active Participation

A responsive and active audience is the best encouragement for a presenter. Therefore, don’t make your QBR presentation look scripted. Share stories and anecdotes and incorporate icebreakers to give it a personalized touch.

Remember, your attendees have not come to hear the recitation of the statistics and data showcased in the slides. So, instead of reading what is written on slides, share your understanding and personal thoughts and opinions to engage your audience. You can also encourage them to ask questions.

7. Schedule the Next QBR

When your QBR is over, share the schedule of the next QBR with the attendees. Communicate the SMART goals with measurable outcomes to make it clear to the audience what they can expect in the upcoming quarter.

8. Share the QBR Session Updates

It is important to share the updates of the QBR session with relevant teams to make them aware of the feedback, plans, or goals shared by the client. It will help team members plan effectively, take ownership of their responsibilities, and contribute to driving positive outcomes.

The Bottom Line

The QBR presentation is a big opportunity to showcase the value your product has generated for the clients and customers and strengthen your partnership with clients. It’s also a chance to reveal important information or data that serves as fuel to push your internal teams to carve out strategies and plans that fit your broader growth and expansion plans. So, it must not be a mere formality; rather, it must be a productive and exciting event. 

Follow the above-mentioned best practices and tips to make your next QBR presentations stellar!

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QBR Presentation Template

Review key metrics and results from the last quarter to show clients how your business provides value with the QBR template.

About the QBR Presentation Template 

Use Miro’s QBR Presentation Template to review the results from the previous quarter with your clients and make an action plan for the upcoming quarter. Take a closer look at their revenue, return on investment (ROI), and objectives and key results (OKRs) to show how you’ve added value to their business. 

What is a QBR presentation? 

A QBR (quarterly business review) presentation is a periodic client meeting. During the meeting, you’ll reflect on all the progress you’ve made in the past 90 days, showing customers the impact of your product or service on their business. This could be an increase in sales growth, a positive change in brand perception, or reaching a wider audience. 

You’ll review all this information with your customer and use it to identify future business goals and find areas for improvement. 

How to use the QBR Presentation Template

Miro’s digital workspace is the perfect online tool for keeping track of sales performance and sharing notes about your customer relationships. With our Quarterly Business Review Presentation Template, your sales team can pull all this key information from the last quarter. 

Follow these steps to put our template to good use. 

Step 1: Select this template. Start by selecting this QBR template. It’s free to use, and you can start using it immediately. 

Step 2: Edit the presentation template. Now, it’s time to customize the template. You’ll notice that our slides have placeholder text but don’t worry. It’s easy to customize and edit the text to suit your presentation. You can also add new slides, take slides out of the presentation, and rearrange the slide order. If you want to add your own branding and color scheme to the presentation, simply add your colors to Miro’s board and upload your company logo. 

Step 3: Add your introduction. With your presentation structure in place, it’s time to add content. Start by introducing the meeting, providing an agenda, and outlining the purpose of the meeting. 

Step 4: Outline the current position. Get everyone on the same page by outlining your current position. To do this, use competitor analysis . This will show clients how they fare in relation to their competitors and where they currently sit in the marketplace. 

Step 5: Detail the financial performance. Add all the information about your financial performance to show clients the impact your product or service has had. For example, you might want to discuss their revenue and how working with you has (hopefully) increased it. Use Miro’s charts to display this information and highlight key trends and data points. 

Step 6: Create the future roadmap. After reviewing the past three months, you must look to the future. This is where you’ll outline your plan for the next 90 days and the results you expect to see. 

Step 7: Get feedback. Before the actual QBR meeting, share your presentation with colleagues to get feedback. With the QBR template, colleagues can add notes and suggestions directly into the presentation, making it easier for you to make changes. 

Step 8: Deliver the presentation. After you’ve taken any feedback on board, you’ll be ready to deliver the final presentation. On the big day, simply select presentation mode to jump into the presentation. This will project the presentation in full-screen (and don’t worry, any notes or comments from collaborators will be hidden). 

What should be included in a quarterly business review presentation? 

Although every quarterly presentation is different, they all include the following information: 

An overview of your product’s implementation and usage goals

A review of business objectives and performance (including ROI, OKRs, and quantifying customer value)

A rundown of the challenges you faced

A preview of upcoming improvements

A collaborative discussion with your client about your future actions

Tips for giving QBR presentations 

When presenting quarterly reviews, you can follow some best practices to ensure the meeting goes as smoothly as possible. 

Be honest about your performance. If you didn’t perform as expected, be honest about it. Tell your client why this happened, explain what you’ve learned from the experience, and outline what you’ll do differently in the future.  

Focus on the big picture. Your client doesn’t need to know the ins and outs of everything you’ve done over the past quarter. The meeting should be top-level, showing your client what you’ve done on a broader scale. 

Create a professional presentation. Show your clients you’re reliable and trustworthy by delivering a professional presentation. Using a QBR presentation template, you can deliver a well-structured and visually appealing presentation.

How do I start a QBR presentation?

Create a compelling QBR presentation by telling a story. Start by setting the scene with an overview of product implementation and move through the rest of the presentation to build on this initial story. By the end, your client should have a clear picture of what you’ve achieved, how it helped their business, and what you plan to do in the future.

How many slides should a QBR deck have?

A QBR presentation deck is typically no more than 15 slides, but it can be more or less depending on how much information you need to go through. The entire presentation should be no longer than an hour (that’s 30 minutes to review the past and 30 minutes to plan the future).

Who should attend a QBR?

The QBR meeting should be with the key, customer-focused stakeholders from your side of the business and the decision-makers from your client’s company.

Can QBR presentation templates be used for different businesses or industries?

Yes, QBR templates can be adapted to suit various businesses and industries. The key is to tailor the content and metrics to align with the specific goals and performance indicators relevant to your industry.

Is it necessary to review previous QBR presentations?

Reviewing past QBR presentations helps track progress over time and identify trends or patterns. It can provide insights into what's working and what needs improvement.

How can I make my QBR template more actionable and results-driven?

To make QBR presentations more actionable, include clear action items, responsible parties, and deadlines for addressing challenges and achieving quarterly goals.

Get started with this template right now.

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Annual business review presentation: The all-in-one guide

Learn to craft a compelling annual business review presentation that highlights your accomplishments, inspires stakeholders.

Raja Bothra

Building presentations

Welcome to the ultimate guide on creating an impactful annual business review presentation.

Whether you're a seasoned professional or new to the world of annual reviews, this guide will equip you with the expertise and tools to shine in your next presentation.

What is an annual business review?

An annual business review, often referred to as an annual review presentation, is a critical part of any successful enterprise's calendar. It's the moment to reflect on the past year's performance, set the stage for the upcoming year, and communicate your company's achievements, challenges, and goals to stakeholders. In essence, it's your opportunity to shine a spotlight on your company's journey.

Benefits of annual business review

An annual business review is not just a routine report; it's a comprehensive assessment that holds the power to shape the future of your company. This in-depth examination of your company's performance and goals over the past year offers a multitude of benefits that are vital for businesses of all sizes. Let's explore why the annual business review is an indispensable tool in your corporate arsenal:

1. Improved decision-making :

At its core, an annual business review provides a strategic overview of your company's journey over the past year. It unveils a treasure trove of insights, revealing the bright spots and the areas that need attention. These insights serve as guiding stars for informed decision-making. With this knowledge, you can chart a course towards more effective investments, refine marketing strategies, and fine-tune product development.

2. Enhanced communication :

Transparency is the cornerstone of trust. The annual report offers a unique opportunity to communicate openly with stakeholders. Whether it's investors, employees, or customers, sharing the results of the review demonstrates your commitment to accountability. It's a chance to build bridges, reinforce relationships, and showcase your company's dedication to transparency.

3. Competitive advantage :

In the ever-evolving business landscape, gaining a competitive edge is crucial. A yearly review acts as a spotlight, illuminating areas where you can enhance your performance. This might entail cost reduction strategies, elevating customer service, or innovating with new products or services. By leveraging the review's findings, you can carve out a distinctive place in your industry.

4. Increased employee engagement :

Your employees are the lifeblood of your organization, and their engagement is paramount. The yearly business review isn't just for stakeholders; it's an opportunity to engage your workforce. By sharing the review's results and inviting feedback, you empower your employees. You signal that their contributions matter and that they play an integral role in the company's success.

But that's not all. An annual business review also equips businesses to:

• Track progress towards long-term goals : It serves as a compass, helping you measure progress toward your long-term goals. It ensures that your company is on the right path to achieving its mission.
• Identify and address potential problems early on : By scrutinizing performance data, you can spot potential issues before they become crises. This proactive approach saves resources and minimizes disruptions.
• Develop strategies for growth and improvement : Armed with insights, you can craft robust strategies for growth and continuous improvement. It's your roadmap for the future.
• Improve communication and collaboration between different departments : The review's findings can foster collaboration among departments, breaking down silos and promoting a unified approach to achieving company objectives.
• Make better use of resources : It helps you optimize resource allocation by identifying areas where resources can be channeled more effectively.
• Increase overall business efficiency and profitability : Ultimately, the annual business review is a catalyst for enhancing overall business efficiency and profitability. It paves the way for a more successful and prosperous future.

The annual business review isn't just a routine corporate ritual; it's a powerhouse of insights and opportunities. It empowers you to make informed decisions, build trust with stakeholders, gain a competitive edge, and foster employee engagement. It's your compass, your crystal ball, and your key to unlocking a brighter future for your company.

Prepare yourself for the annual business review presentation

Now that we've grasped the significance of an annual business review, it's essential to equip yourself for the upcoming presentation. Here's your roadmap for a successful preparation:

1. Understand your audience

To deliver a presentation that truly resonates, start by understanding your audience inside out. What are their interests, needs, and expectations? What crucial information are they seeking? What are the burning questions on their minds? Knowing your audience is akin to having a treasure map, guiding you towards a successful presentation.

2. Gather your data

Data is the lifeblood of your annual business review presentation. It encompasses essential information about your company's performance, industry insights, and a comparative analysis of your competitors. Dive deep into the data ocean, extracting key metrics and insightful trends.

3. Set clear objectives

Before you craft a single slide, define your business presentations objectives with laser-like precision. Are you focusing on financial results, dissecting market analysis, or delving into the intricacies of company culture? Prezent offers templates for all aspects.

4. Craft a compelling narrative

Here's where the magic happens. Business storytelling is your secret weapon to captivate your audience. Instead of drowning your audience in numbers and statistics, weave a compelling narrative that paints a vivid picture of your company's journey. Share stories of triumph, resilience in the face of challenges, and the aspirations that drive your team. Presentation templates are meticulously designed to help you craft this narrative with finesse.

Specific steps for preparation:

• Review company goals : Begin by revisiting the company's objectives for the past year. What were the aspirations, and what was actually accomplished?
• Gather performance data : Collect comprehensive data on the company's performance. This encompasses financial metrics, sales figures, and customer satisfaction data.
• Competitive analysis : Gauge how your company stacks up against competitors in your industry. Highlight areas of strength and opportunities for improvement.
• Identify strengths and weaknesses : Delve into the heart of your company's performance to pinpoint strengths and weaknesses. Acknowledge achievements and areas that require enhancement.
• Chart a path forward : Develop a strategic plan for addressing weaknesses and steering the company toward improved performance in the coming year.

With this meticulous preparation, you're poised to deliver an annual business review presentation that informs, engages, and inspires. Your presentation is not just a report; it's the story of your company's journey, and you're the storyteller.

How to structure an effective annual business review presentation

To create a well-structured and effective annual business review presentation, follow these step-by-step guidelines:

1. Crafting an engaging introduction

• Begin by introducing yourself and your role within the company.
• Outline the key points of your presentation and emphasize their significance.
• Captivate your audience with a compelling story, a thought-provoking statistic, or a pertinent question to pique their interest.

2. Providing a comprehensive company overview

• Offer a succinct overview of your company, encompassing its history, products or services, and target market.
• Shine a light on the company's mission, vision, and core values to establish its identity.
• Illuminate what makes your company unique and distinguishes it from competitors.

3. Analyzing the past year's performance

• Delve into the company's financial performance review for the past year, delving into details such as revenue, profit, and expenses.
• Discuss sales results, encompassing unit sales, market share, and customer growth.
• Present customer satisfaction data and feedback to provide a holistic view of performance.

4. Comparative analysis with competitors

• Compare your company's performance to that of its competitors across key metrics including financial results, sales figures, and customer satisfaction.
• Identify areas where your company excels and pinpoint opportunities for improvement.

5. Evaluating strengths and weaknesses

• Embrace transparency by candidly acknowledging the company's weaknesses.
• Spotlight the company's strengths and elucidate how they contribute to achieving its objectives.
• Share the company's strategy for addressing identified weaknesses and leveraging its strengths.

6. Constructing a plan for progress

• Develop a concrete plan for addressing the company's weaknesses and enhancing its performance in the upcoming year.
• Specify the necessary resources required for successful plan implementation.
• Establish realistic goals and timelines to measure progress effectively.

7. Concluding with impact

• Recap the main takeaways from your presentation to reinforce key messages.
• Reiterate your call to action, clearly articulating what you expect from your audience.
• Extend gratitude to your audience for their valuable time and attention.

Throughout the presentation, remain attentive to your audience's needs and preferences. Tailor your content to address their specific interests and concerns.

Incorporating visuals is essential to enhance engagement and understanding. Utilize SWOT analysis, charts, graphs, and infographics to complement your presentation and make complex data more accessible and visually appealing.

Remember, a well-structured annual business review presentation not only informs but also inspires and guides stakeholders towards a future filled with growth and success.

Do's and don'ts on an annual business review presentation

Before we wrap up, here are some do's and don'ts to keep in mind:

• Be prepared : Thoroughly familiarize yourself with your audience, your data, and the content of your presentation. Confidence comes from preparation.
• Be clear and concise : Communicate with clarity and avoid using jargon or technical terms that may confuse your audience. Simplicity aids understanding.
• Be enthusiastic : Convey your passion for the topic and demonstrate your belief in the message you're delivering. Enthusiasm is contagious.
• Use visuals : Incorporate visuals like charts, graphs, and images to enhance engagement and facilitate comprehension.
• Tell a story : Weave your information into a narrative format. Stories are memorable and resonate with audiences.
• Be interactive : Encourage audience participation by asking questions and fostering engagement. Interaction fosters connection.
• End with a call to action : Clearly articulate what action you want your audience to take after hearing your presentation. A well-defined call to action drives results.

Don'ts:

• Don't be late : Respect your audience's time by being punctual. It sets a positive tone for the presentation.
• Avoid reading from slides : Reading directly from your slides can make your presentation monotonous and disengaging. Slides should support, not replace, your spoken words.
• Avoid extreme speaking paces : Find a comfortable speaking pace that your audience can easily follow. Avoid speaking too fast or too slow.
• Don't mumble or speak softly : Ensure your voice is clear and audible. Your audience should have no trouble understanding you.
• Use humor in moderation : While humor can be a valuable tool, excessive humor can detract from your message. Balance is key.
• Stay within allocated time : Practice your presentation to ensure it fits within the allotted time. Going over time can disrupt schedules and lose your audience's attention.

Following these do's and don'ts will help you deliver a compelling and effective Annual Business Review Presentation that engages your audience and leaves a lasting impression.

Summarizing key takeaways

• An annual business review presentation is a pivotal moment for reflecting on the past year's performance, setting goals, and communicating accomplishments, challenges, and objectives to stakeholders.
• Benefits of an annual business review include improved decision-making, enhanced communication, gaining a competitive advantage, and increasing employee engagement.
• The presentation equips businesses to track progress, address potential issues early, develop growth strategies, enhance inter-departmental communication, optimize resources, and increase efficiency and profitability.
• Preparation for the presentation involves understanding your audience, gathering data, setting clear objectives, and crafting a compelling narrative that tells the story of your company's journey.
• The structure of an effective end of year review presentation includes engaging introduction, company overview, past year's performance analysis, competitive analysis, strengths and weaknesses evaluation, a plan for progress, and a impactful conclusion.

1. What is the significance of using a PowerPoint template in an annual business review presentation?

A PowerPoint template is a valuable tool that allows you to create a professional and visually appealing presentation. It provides a beautiful design and modern, professional look that enhances the overall impression. By using a customizable PowerPoint template, you can easily customize your presentation to meet your specific needs, ensuring that it reflects your company's unique style and branding.

2. How can I effectively showcase quarterly and annual performance using PowerPoint presentation slides?

PowerPoint presentation slides are ideal for summarizing quarterly and annual performance data. You can use these slides to present key performance indicators, such as revenue, profit, and customer satisfaction, in a clear and organized manner. By selecting a PowerPoint template that provides slide themes and graphic elements, you can create a cohesive and visually engaging presentation that effectively communicates your company's performance throughout the year.

3. Can you explain the concept of "select 4 stages" in an annual business review presentation?

In an annual business review presentation, "select 4 stages" refers to the process of choosing and highlighting four key milestones or significant events that occurred during the year in review. These stages represent critical points in your company's journey and can be illustrated using PowerPoint slides. By customizing the slides with the number of divisions or graphic elements, you can visually depict these stages and provide a clear narrative of your company's growth and progress.

4. How can I engage team members in the annual business review presentation process?

Engaging team members in the annual business review presentation is crucial for fostering collaboration and ensuring that everyone feels involved. You can encourage participation by using an editable business review PowerPoint template that allows team members to contribute their insights and data. By refining the results together and setting a list of goals for the upcoming year, you create a sense of ownership and shared responsibility. This collaborative approach can lead to a more comprehensive and insightful presentation.

5. What are the benefits of using Google Slides themes and PowerPoint in an annual business review presentation?

Google Slides themes and PowerPoint are powerful tools for creating and delivering annual business review presentations. These platforms offer a wide range of templates and designs, making it easy to create beautiful and professional presentations. They also provide the flexibility to customize the content to meet your specific needs. Additionally, the seamless integration of graphics, charts, and text allows you to convey key information effectively. By leveraging the capabilities of Google Slides and PowerPoint, you can present a cohesive and engaging annual business review that showcases your company's growth and outlines the path for future growth moving forward.

Create your annual business review presentation with Prezent

Ready to get started? Prezent offers a wide range of customizable, editable templates, including annual business review presentation templates, year-end review templates, quarterly business review and more. Elevate your presentations, save time, and make a lasting impression with Prezent. Begin your journey to presentation excellence today!

Remember, your annual business review presentation is not just a report; it's an opportunity to inspire, inform, and influence. Let Prezent help you make it extraordinary.

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Quarterly Business Review Meeting

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Keeping track of what is going on in a company is essential to be able to detect potential problems and opportunities in time. To do this, what better than to organize a quarterly meeting in which you can evaluate the financial health of your business. To help you with this task we have created this template, which has a professional, geometric style and cream-colored background. In the titles we have added a touch of color, combining brown and red. We have included phase calendar, charts, timelines, status report, checklist and map.

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• 100% editable and easy to modify
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• Includes 500+ icons and Flaticon’s extension for customizing your slides
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Business Review Presentation PowerPoint Template

Product Description:

This Business Review Template is versatile and provides various analysis in the business field. It includes the overall review of the current market and business updates, agenda, strategic initiatives, risks, improvement areas, and opportunities. The following slide comprises the Sales Review and the People and Financial reviews.

This business review ppt template is perfect for quarterly and annual publications comprising information about the results and organization strategies. This template allows individuals to review their performances and start working on the issues immediately!

Who Can Use This Business Review PowerPoint Presentation?

Business owners and entrepreneurs can use the Business Review Presentation PowerPoint to present their business performance to the shareholders. The tier managers can also use it to present their department’s performances to their department heads. Likewise, it can be used by all departments to present their performances to the heads. Then, collectively, they can work on improving the company’s performance.

When To Use This Business Review Presentation PowerPoint?

You can use the Quarterly Business Review template PowerPoint Presentation in various situations. Use it in Board meetings to present your company’s performance to the Board of Directors. Moreover, you can use it in Departmental meetings to review the department’s performance. You can also use this presentation template in the annual meeting to present the business’s overall performance and highlight improvement areas.

Product Features Of Business Review Presentation PowerPoint Template:

How To Create Business Review Presentations?

You can easily create your presentation by using SlideUpLift Presentation Service . Just download them and use as per your needs. Follow the steps mentioned below to download this Presentation PowerPoint Template:

• Click on the “Add to Cart” button and proceed to Checkout.
• Complete the purchase process by providing the necessary information.
• After your purchase is complete, you can find the link to download the product in your order history.
• Download the PowerPoint Template in your preferred format, either PowerPoint or Google Slides.
• Customize the slides with your content, images, and data and present them to your audience.
•   Business Review Presentation - 4x3  –  $19.99
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Quarterly business review: how to write and how to present it via presentation tools

A quarterly business review (QBR) is a quarterly report created for key executives/stakeholders or your highest-earning customers about the company’s strategy, successful contribution, and gained value. It’s quite a specific presentation that can prevent a company’s churn if done properly.

Custom presentation design ensures winning the general report view with slides that attract. Effective QBR presentation helps you to:

• sell them more;
• increase your DRR (disaster risk reduction);
• accelerate your growth.

In this material, we want to walk you through QBR’s explanation and best practices to turn your QBR from boring to brilliant. Then, you can level up the way you present it to your key stakeholders and most loyal customers.

What is a QBR in Business?

First of all, it is a thing that none actually looks forward to doing. It is not something that evokes excitement if you approach it the wrong way. HOWEVER, if you do QBR the right way, it can completely transform your business.

• The quarterly business report is about establishing a proper playbook for renewing your business revenue and making sure your customers remain successful.
• Having all figures in front of your eyes improves strategy sessions or meetings where you gather together to review the impact of your product or service, e.g., the contribution made, value delivered, etc.
• It becomes easier to scale your business when you know its ups and downs, pros and cons, so you manage them better and help grow, creating the most favorable conditions.

Thus, you get total control over all processes and develop more winning strategies.

Quarterly Business Review Best Practices: 3 Principles to Follow

If you follow these three principles, they will ACCELERATE your business growth and transform your QBR into a more brilliant report:

0. Reframe Your QBR

You can continue calling them if you want, but, e.g., Quarterly strategy sessions sound cooler, right? It is no more boring numbers review but an engaging meeting with new energy, brainstorming, and future goals.

Besides, you can take care of PowerPoint redesign to match transformed QBR with the appropriate quarterly report design. The rebranding perspective will get people excited that the big thing will come.

1. Actions Taken → Business ROI

If you want to get the most out of this meeting, you should create something more than a to-do list. Your QBR slides must shine bright with the value. For example, you looked at last quarter, you took specific actions, and here’s the clear business ROI that you delivered.

We advise creating a couple of informative slides with a list of actions taken vs. business ROI. If you can write it so for the customers, you will always earn more.

2. Introducing the “X” Score

For example, the tout score measures how effectively you use the platform between zero and a hundred. If you’re doing 90, you’re obviously crushing it. So, you should make up the score to measure your/customer’s business gainings.

Then, you need to communicate this score through the set of slides:

• Things you’re doing well.
• Benchmark to compare to competitors.
• Opportunities to grow and increase the score.

As a result, you show executives or clients whether they are below and above to see the real conditions and circumstances better. You offer the corrective measures to take and unlock opportunities to enlarge the business successfully.

3. Have a Roadmap Slide

Frequently, CSMs forgot to add a roadmap slide to the QBR PowerPoint presentation, or they couldn’t quite drive alignment with the product. Meanwhile, you put the cherry on top by saying and showing where you’re going. The point is to demonstrate bigger opportunities coming down in the roadmap.

Having a roadmap slide, you ensure you’ll be the best in the business, and you will innovate the most to show that you’re a long-term partner.

Quarterly Business Review Presentation Tools

To create all necessary slides, you either believe in yourself or order professional design services. If you choose the first option, you should know that the presentation world is wider than PowerPoint.

You can use these presentation tools to create visual slides with different elements like a roadmap or charts:

• Canva (to experiment with design);
• Visme (vast storage of colors, logos, and images);
• Powtoon (bright animation to create videos);
• Haiku Deck (basic and craft simple slides);
• Keynote (interactive charts);
• Emaze (slideshow, 3D presentations);
• SlideCamp (best slide templates);
• SlideDog (switch easily between, e.g., PowerPoint, Canva, and PDF).

These tools are multiple on the web, so you’ll quickly find other ones. Remember that the whole point is not only in the tools’ usage but the presentation content structure.

Do I Even Need a Quarterly Business Report?

Last but not least, let’s shortly reflect on whether you need this report at all. And whether you need to invest so much effort in creating the presentation for your business.

• Do you always analyze previous results, both successful and unsuccessful?
• Do you have growth targets to rely on?
• Do you know how to hit these goals and targets?
• Do you identify business opportunities easily?
• Do you have and follow the agenda efficiently?
• Do you organize successful brainstorming strategies?
• Do you know how many clients you got in the previous quarter?
• Do you gain new partners easily?
• Do you know where you are going?
• Do you have a strategy/action plan for at least one next year (better three)?

If you struggle to answer Yes/No clearly to at least 3 of those questions, we recommend creating QBR to see blind spots clearer.

Most QBRs are boring meetings with many numbers reviewed. However, you add new energy if you follow our pieces of advice. So, you follow three powerful steps: you show what you/they have done really well, explain how cool you/they are (what is the score), and finally express where you/they are going. This approach will make your clients and executives love you for making things more actionable for everyone in the room, excitement about the future, and overall clarity of company vision.

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Home Blog Presentation Ideas How to Write an Effective Quarterly Business Review

How to Write an Effective Quarterly Business Review

If you are walking down the street to establish yourself as a business advisor, there are some aspects that you will have to pay attention to. The Quarterly Business Review is an important concept you would need to ponder upon. Let’s take a quick look at what these reviews are and their importance.

What is a Quarterly Business Review?

A Quarterly Business Review, or QBR , is a discussion meeting that you have with your customers on a quarterly basis. The focal point of this meeting is not just to check what goals you have met and what’s outstanding. Instead, it revolves around the client’s business and what can be done to escalate its growth. The sole aim of a QBR is to understand the potential of the business, the opportunities and markets it can tap into, and the long-term goals that can be achieved.

With a quarterly business review, you get a chance to understand the client’s vision and a window to craft your plan to help them out. Documenting the QBR and showing interest in your client’s business plans help you become a trusted business advisor. And that’s why they are so crucial.

A quarterly business review is also an option to unveil hidden business opportunities. For example, if a customer shows interest in hiring two new talents in the upcoming quarter, you can include an IT budget and talk about software, computers, and training resources that will be required for on boarding those two employees.

In the long run, this report will help to understand the usage trends, budget and IT demands.

During the initial stages of a company’s growth, your client will need to interact with his customers more often. In the early stages, there will be lesser customers so building one-to-one relationships will be easier and more effective.

Bottom line here is that QBR ‘s are hugely beneficial for everyone – you, your clients, and your clients’ customers. They help strengthen the partnership between a business and its customers.

Setting an Agenda for a QBR

It is very important to set an agenda for a QBR meeting, as it will help you in many ways, especially when you come to the point of documenting it in a report format.

If you go into a QBR without a concrete set of goals and a pathway to achieve them, you’ll only end up wasting more time. It will not add value to your client’s business, nor will it help you showcase your services in a better light.

Make sure you set the agenda right in order to gain a better understanding of your client’s business objectives. This is more than just another conference call to shoot the breeze, and that is what you should be clear about.

Craft an agenda and make sure all parties anticipated to attend, receive it well ahead in time. This will minimize any chances of the meeting being derailed.

Also, create a QBR outline that includes the main subjects, which needs to be discussed. You should have all pointers laid out before the meeting commences.

How to run a QBR successfully

Running a QBR effectively may often seem to be a tricky task. However, it is mostly a cakewalk and beneficial if done in the right way. It is important to document the steps of what is needed from every participant. Following are a few things that you must keep in mind so as to run a QBR successfully:

• Keep a record of who’s attending and their respective roles in the meeting.
• Make a list of the pre-requisites, the reports that should be created, the metrics that need to be pulled out and the main goals to be discussed.
• Decide upon the format of the Customer Success QBR and the tools that you plan on using in the process.
• Choose the PowerPoint templates , structure and elements that will be used to create the QBR presentation.
• Set the agenda as discussed above.

Tips to Writing a Professional Business Review

While showcasing the QBR, it is important to present the KPIs that make the most sense, while making sure you add your own unique punch to it. Following are some important tips that you must keep in mind while writing a professional quarterly business review:

1. Be a Storyteller:

Create a storyline and engage the audience leveraging the art of storytelling in your presentation . Present a problem to be resolved. Make a structure where every part of the story does its work and has an interactive flow to it. The beginning should be introductory while the middle part should push the vision and demonstrate your plan to help the client achieve its goals. The conclusion should have the final solution mentioned clearly.

2. Review the KPIs:

The client strategy meetings and review reports should always be started with KPIs . Knowing the current state of achievement of all the important indicators of your customer, plus those indicators your are involved, is essential to describe real status and plan for the future. Generally, indicators are built to control plans and force actions (for example, budget KPI help to force organizations to spend accordingly to their plans). Make sure you have a detailed action plan that backs up the indicators status.

3. The Nine-Minute Rule:

Divide your presentation into two parts: an initial summary that covers all of the important details and is done in nine minutes or fewer, followed by a detailed session. Humans tend to lose interest in a presentation after the first ten minutes , which is why it is important you have the crux mapped out in the initial summary of the QBR.

4. Highlight Real Results:

Use stats and facts to showcase the results that have been achieved. Don’t use indefinite terms and metrics. These will only reduce the value of the quarterly business review and make it sound vague.

5. Make it Crisp and Consistent:

There is no point in going on and on with the presentation if it does not lay the right impact and hits the chords. The PowerPoint slides should be consistent and the theme should please the audience.

These 5 important pointers can help to prepare an effective QBR.

Quarterly Business Review Mistakes to Avoid

Many business advisers repeat some mistakes that are main reasons behind the sinking of a QBR. Following are the ones that you should avoid:

• Steer clear of thorough discussions about anything that is negative. You should lay emphasis on the successes more than the failures.
• Choosing a defensive approach if the customer brings up any issues or challenges is another mistake that you should avoid. Address the queries in an amicable and accepting way.
• Not paying enough attention to the 9-minute rule and lingering on with the meeting for longer than an hour is a big NO!

Now that we have discussed the important aspects of a QBR, let’s walk you across the importance of PowerPoint presentation.

Using PowerPoint Presentation for a Quarterly Business Review

Having the right QBR presentation template can help to boost the effectiveness of a Quarterly Business Review. A part from that, following a pre designed theme with a professional layout will make it easier to structure and order the content in a way that is easy to present to an executive audience.

1. Quarterly Business Review PowerPoint Templates

With a business review PowerPoint template you can create professional-looking quarterly reports and annual Business Reviews. These provide a structured theme to present every corporate area with data-driven charts and infographics. Such templates provide top of the line, 100% editable PowerPoint Charts and vector to create impressive infographics & visual content. These representations are ideal for summarizing strong numeric information. You can impress your audience and create professional QBRs quite effectively and seamlessly.

Use This Template

2. Light Business Quarterly Business Review Templates

If you need a more generic PowerPoint Template, you can use the Light Business PowerPoint template and adapt ts content to your QBR topics. You have a business theme that matched professional environments ready to be edited with your own content.

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Thank you for your submission., quarterly business review (examples, templates, and agendas).

Christine Dzou

Written by Christine Dzou

Quarterly business reviews (QBRs) are a crucial component of the customer success management process.

They give the customer success manager an opportunity to reconnect on customer goals, align on strategic direction, and share insights on upcoming feature releases (a great way to encourage retention).

Few disagree that the QBR is a valuable activity, but many struggle when it comes to determining what should be included in the agenda.

In this article, we’ll explore several quarterly business review examples. Use them as inspiration for designing your own QBR agendas to strengthen customer relationships and drive retention.

JUMP TO EACH SECTION TO LEARN MORE:

3 quarterly business review examples

• The ultimate quarterly business review agenda
• The ultimate example of a QBR agenda

A brief 101 on quarterly business reviews

• Use Gong to improve your quarterly business review agendas

Let’s start by looking at three examples of quarterly business review agendas. If you’re new to QBRs, you may benefit from skipping ahead to our  101 on quarterly business reviews  before circling back to these examples.

1. Generic quarterly business review example

Our first QBR meeting example is a generic agenda that you can use to review the past quarter’s performance in any business context.

( Image Source )

Like any good quarterly review, this QBR example kicks off with a recap on the buyer’s key goals and what they want to accomplish.

This helps the account manager or CSM realign with the customer’s definition of success, as business objectives can shift over time.

2. SaaS quarterly business review example

Our second QBR example is an executive business review built specifically for companies that sell software products.

This regular business review allows the CSM to dive deep into product usage analytics, a best practice for SaaS QBRs.

They can address any roadblocks in product adoption to help the buyer get more out of their platform. It also serves as the perfect opportunity to introduce new features that might have been released since the last quarterly business review.

3. Project-based quarterly business review example

Our third quarterly business review example is for companies that need to provide their clients with project updates, such as website development agencies and construction companies.

This example covers key KPIs like customer health index and scorecards. It also covers action items from the previous review, as well as the buyer’s goals so the account manager can update their understanding of what defines success for that client. Because it’s a project-based QBR, it includes space to discuss potential risks.

Key quarterly business review template components

Looking for a QBR template to manage customer relationships and ensure your business review agendas are consistent across the board?

The agenda below is what we at  Gong  believe to be the ultimate QBR agenda, drawing from the examples discussed above, as well as our own experience.

Note that the QBR agenda is broken down into 9 core sections:

• Introduction/agenda setting

Summary of goals

Delivery and return on investment, review of support usage, customer health scorecard, lifecycle review.

• Benchmarks, KPIs, and product usage

Product roadmap

Action items and next steps.

Let’s look at how to use the nine critical sections in practice.

The ultimate example of a sales quarterly business review template

By examining several QBR examples like the ones discussed above, we’ve created the ultimate agenda for you to use in your own customer success strategy.

Introductions

Introduce all guests (if everyone has met before, provide a quick recap).

For example:

Meeting attendees:

• Customer Success Manager
• Content Marketing Manager
• Content Specialist

To discuss:

• This is our first meeting, so let’s clarify roles. My role is to help you both get the most out of Semrush in your day-to-day activities. I’d like to know more about the distinction between your two roles and how you work together.

Recap on your current understanding of your buyer’s goals, objectives, and timelines.

• My understanding of goals and timelines comes from Angela Burke, the Account Executive who helped you get set up with Semrush initially. Here’s what I understand:
• Goal 1: Speed up the keyword research process for your agency clients.
• Goal 2: Establish real-time keyword position monitoring for existing clients.
• Goal 3: Assist with identifying opportunities for optimization.
• Timelines: Complete these initial goals within 6 months.
• I’d love to get your feedback on whether I’ve understood all of this correctly, or if anything has changed.

From there, dive into some specific questions about the customer’s current situation to align with any changes in strategic direction or objections.

Sample Questions:

• What’s changed since the last time we spoke?
•  Are the above goals still relevant?
• How have you progressed toward them in the last quarter? Where do you need help?
• Have there been any business changes since our last review?
• I understand you currently serve small and medium businesses in the trades (plumbers, builders, roofers, etc.) on website rebuilds and some content production. Is this still a reasonable summary?
• What are your organizational goals for the upcoming quarter?
• Have any of the above goals been ticked off? 
• What still needs to happen?
• Any new goals?

Discuss how your product utilization data relates to the buyer’s objectives. Use the following questions to guide your conversation:

• Why did the client make the purchase in the first place?
• As per the goals above.
• How have you fulfilled that need to date?
• My usage data tells me that keyword research is being completed regularly but position monitoring hasn’t been set up yet. Do you need assistance with this?
• What opportunities for improvement exist?
• Discuss position monitoring as the goal has not been achieved.
• Are you facing any challenges with this? Are they from a technical or time standpoint? We could go through it now, and I have some content I can send to support.

Review instances where the buyer has accessed customer support, and how well their support tickets have been handled.

• Number of tickets lodged by the client
• 2 tickets lodged last quarter
• Difference between Semrush and GA4 analytics
• Struggling to connect customer website to position monitori ng
• Resolution times per ticket and on average
• Ticket 1: 36h
• Ticket 2: 13h
• Average: 24.5h
• Cases opened and closed 

Review your customer health scorecard and key metrics.

• Recap on your customer health methodology
• This is the first time we’ve discussed this. Let’s walk through the various measurements and how we use that to identify areas to assist.
• Their overall health score
• Currently in the green.
• Review all areas and confirm it seems correct from their perspective.
• Trends, changes, and results
• None to review as this is the first QBR.

Discuss the buyer’s current lifecycle stage. Use the following questions to guide your review:

• Where is the client at right now?
• End of first quarter with us (common early churn point, seek to mitigate by doubling down on the success so far)
• Where were they 90 days ago?
• What’s the next stage, and how are you going to get there together?
• It seems we still have some goals to meet (2 and 3 as per above). I will do some product education on the call, and provide helpful content post-call. Then, I’ll schedule a 1-month check-in notification to gauge progress and avoid being in the same place for the next QBR.

Benchmarks and product usage

Use your product usage data to compare performance against internal benchmarks.

• How is the client engaging with your product compared to others?
• On-track for a first quarter user.
• How can you support increased engagement?
• Per above under  “What’s the next stage, and how are you going to get there together?”
• Usage and adoption
• Both users are active. Interested in learning more about their roles and the company in general to determine if user growth is possible.
• Most and least active users
• N/A – both active
• License deployment

Give your buyer a sneak peek into upcoming product releases, and discuss how they relate to their goals.

• Sneak peek of upcoming product developments and applicable client value
• I’ll need to gain a deeper understanding of their operations before I can point them in the direction of helpful new product developments. Hold off until next quarter.

Close your QBR conversation by recapping on the discussion and assigning action items.

• Recap on next steps
• Send product education content.
• Check in after one month.
• Anything else as discussed in the meeting.
• Set an appointment for the next QBR
• Same time next quarter work?

Whether you’re new to quarterly business reviews or simply looking to refresh your memory before building out your own agenda, the answers to these questions will help you understand what a QBR should look like in practice.

What is a quarterly business review?

A quarterly business review (QBR) is a formal meeting held every three months between your client stakeholders and a customer success manager (CSM) or account manager, depending on the industry.

At each review, your CSM will take the following four actions:

• Provide a recap on their understanding of a buyer’s goals
• Ask for clarity on any changes
• Review product usage, adoption, and challenges
• Agree on plans for moving forward including any strategic changes or product education required

The intention of the QBR is to ensure continued alignment with customer goals and intentions, with the end goal of improving customer retention and  reducing churn rates .

Why should success teams run QBRs?

Holding business review meetings on a quarterly basis offers four important benefits:

• Improved alignment with key business goals
• An opportunity to celebrate and reinforce success
• Development of buyer relationships
• A chance to  identify potential churn signals  

All of this feeds into the overarching goal of QBRs and the customer success department in general: improved retention.

If a CSM’s understanding of their buyer’s goals is outdated, they’re going to make flawed recommendations that fail to catch potential churn signals.

A good CSM works to foster a strong relationship with their clients through regular QBR meetings that ask questions about customer needs, business developments, and satisfaction with product usage.

This makes them better prepared to provide strategic advice, recommendations, and product-related education.

What are the goals of a quarterly business review?

Quarterly business reviews have five primary goals:

• Review business progress
• Build trust with the customer
• Increase adoption of product features
• Improve retention
• Drive revenue growth

Trust is built through building a personal relationship and through the CSM demonstrating that they care about their customer’s goals.

Adoption is increased through product-education based on a CSM’s understanding of their buyers’ goals and needs. All of this drives retention, as satisfied buyers are less likely to churn.

QBRs can also be used to spot revenue growth opportunities, for example, when a CSM identifies that a buyer could benefit from upgrading their plan to one that offers a specific feature relevant to their needs.

What should be included in a quarterly business review template?

QBR agendas can look different across companies, industries, and verticals. For instance, a CSM at a software company will discuss product adoption in their QBRs, but this isn’t always relevant for a marketing agency to discuss with their client.

There are, however, some similarities across the board. All QBR agendas should include the following:

• A review of implementation or usage
• A review of performance and value delivery
• An alignment with the buyer’s strategic goals
• A discussion about obstacles and challenges faced in the previous quarter
• A plan for future growth or changes
• A sneak peek of upcoming developments or service offerings (if appropriate)

Ready to create your own QBR agenda? Learn how in our guide:  How to Create a Quarterly Business Review Agenda .

Improve your quarterly business review agendas with Gong  

A good QBR shouldn’t be an arbitrary reading of product usage, result, and challenges.

Great CSMs will use these meetings as opportunities to forge relationships with buyers, identify at-risk accounts, and spot opportunities to upsell or cross-sell.

Gong’s revenue intelligence platform  is perfect for helping customer success teams identify what works, and then replicate that across all conversations.

Automatic churn signals allow CSMs to get ahead of renewal conversations by catching key terms like “downsizing” or mentions of your competitors.

Conversation intelligence pulls insights from your highest performers’ conversations, helping you coach your team to drive revenue growth and improve retention.

Request a demo with our team today  to discover how you can drive performance in your QBR conversations.

Ready to make renewals and growth the norm?

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Top 10 Monthly Business Review presentation templates

Having a Monthly Business Review (MBR) template is crucial for businesses as it streamlines the process of evaluating performance, identifying areas of improvement, and setting goals for the upcoming month. MBR templates are commonly used by managers, team leaders, and executives who need to present data-driven insights to their teams or stakeholders. Utilizing a presentation template, like the examples below, simplifies the process by providing a consistent and visually appealing format, allowing users to focus on the content and effectively communicate their findings.

What makes a good Monthly Business Review?

• Clear objectives:  A good MBR template should have well-defined objectives that outline the purpose of the review and the desired outcomes. This helps to keep the presentation focused and ensures that all relevant information is covered.
• Visual aids:  Incorporating charts, graphs, and other visual elements can help to convey complex data more effectively. A good MBR template should include visually appealing and easy-to-understand visuals that support the key points being discussed.
• Consistent formatting:  To maintain a professional appearance and ensure easy readability, a good MBR template should have consistent formatting throughout. This includes using the same font styles, sizes, and colors, as well as maintaining a uniform layout for each slide.
• Actionable insights:  The MBR template should facilitate the presentation of actionable insights derived from the data being reviewed. This means highlighting key takeaways and providing recommendations for improvement, helping to drive informed decision-making.
• Flexibility:  A good MBR template should be adaptable to the unique needs of each business and its specific review process. This includes the ability to easily add or remove sections, customize content, and adjust the overall structure as needed.

1. Tome's Monthly Business Review Template

Tome's Monthly Business Review Template facilitates the evaluation of business performance, guiding teams through goal setting and achievement metrics. Ideal for end-of-month reviews, it helps in reflecting on successes and areas of improvement.

• Slides: Customizable to showcase performance metrics and set future goals.
• Format: Accessible online via Tome app; exportable in PDF or Microsoft PowerPoint format.
• Pricing: Free to use on Tome.app.

2. Business Review PowerPoint Template

The Business Review PowerPoint Template is designed for quarterly and annual business reviews, ideal for executives presenting to stakeholders. It helps to analyze past performances and plan future objectives.

• Slides: Comprehensive set of slides with charts and infographics.
• Format: Available in PowerPoint format.
• Pricing: Specific pricing information is not publicly available. Users may purchase the template through a subscription at SlideModel.

3. Monthly Sales Review Meeting Template

The Monthly Sales Review Meeting Template is perfect for sales teams to assess monthly performance and strategize for the future, fostering a reflective and forward-looking meeting atmosphere.

• Slides: Goal-oriented with clear performance metrics.
• Format: Available in Google Slides format.
• Pricing: Free to download from Slidesgo.

4. Ivory and Navy Vintage Books Style Business Plan Presentation Template

The Ivory and Navy Vintage Books Style Business Plan Presentation Template is ideal for startups and businesses looking to outline their vision and strategy in a unique, book-themed format, perfect for business plan presentations and investor meetings.

• Slides: Professionally illustrated slides for a comprehensive business plan.
• Format: Available in Google Slides and PowerPoint formats.
• Pricing: Free to download from SlidesCarnival.

5. Business Performance Review Presentation Template

The Business Performance Review Presentation Template is designed for detailed analysis of various business performance areas, suitable for quarterly or annual review meetings.

• Slides: Tailored for reviewing sales, financial, and overall business performance.
• Pricing: Specific pricing information is not publicly available. Users may buy the template at SlideModel.

6. Monthly Strategy Review Meeting Infographics Template

The Monthly Strategy Review Meeting Infographics Template is essential for strategic planning sessions, helping to evaluate past actions and plan future strategies effectively.

• Slides: Infographics-focused, aiding in clear strategy communication.

7. Gradient Business Plan with Timeline Infographics Presentation Template

The Gradient Business Plan with Timeline Infographics Presentation Template is perfect for businesses looking to visually map out their strategies and progress over time, ideal for strategic meetings and investor presentations.

• Slides: Features timeline infographics in a modern design.
• Format: Compatible with Google Slides and PowerPoint.

8. Strategy Progress Review Meeting Presentation Template

The Strategy Progress Review Meeting Presentation Template is designed for comprehensive strategic evaluations, suitable for monthly or quarterly strategic review meetings.

• Slides: Focused on assessing strategic progress with clean, modern design.

9. Management Review PowerPoint Template

The Management Review PowerPoint Template is optimal for end-of-project reviews, providing a structured format to discuss project outcomes and future improvements.

• Slides: Designed to cover all aspects of a management review.

10. Business Slides Carnival PowerPoint Template

The Business Slides Carnival PowerPoint Template is ideal for presenting company updates and market growth, enhancing monthly business reviews with its comprehensive and dynamic design.

• Slides: Diverse layouts for detailed business presentations.

Create the best Monthly Business Review presentations with Tome!

At  Tome , we understand the importance of creating polished and engaging Monthly Business Review presentations. Our AI-powered platform is designed to help you articulate your ideas faster, improve the quality of your content, and add structure and polish to your presentations. With Tome, you can effortlessly craft professional documents that effectively communicate your findings and insights to your colleagues and stakeholders.

Our versatile tool can be used across various scenarios, including AI presentations, one-pagers, microsites, and more. We also offer a range of templates to suit different purposes, such as fundraising pitches, product design reviews, and marketing sites. With interactive elements like 3D models, animations, and video narration, your presentations will be more dynamic than traditional decks and easier to build than webpages.

Ready to elevate your Monthly Business Review presentations?  Sign up for free  and start shaping your ideas with Tome today.

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The Essential Guide to Asking for Google Reviews: 4 Tips and Examples

Your customers seldom find themselves wondering about choosing between you and your competitor. When customers make up their minds, Google reviews play an important role in helping them compare you and your competitors. Therefore, you must gather more Google reviews from all your customers. But how do you ask for Google Reviews?

Google Reviews has an effect on your Google Business Profile. Since it affects the ranking of your profile, asking for Google reviews from all your customers is important.

In this blog, we will go over some of the best ways to encourage customers to give you reviews on Google and win good word of mouth from them. The easy tips shared in the blog will help you ask for Google reviews from customers.

1. How to Ask for a Google Review via Email

Emails are a great channel for sending review requests since many users are habitual in checking their emails regularly.

The Bazaar Voice has some very impressive statistics that highlight just how powerful email can be for requesting reviews. The research indicates that review request emails lead to a 4 – 9x increase in review content. In fact, if you send a follow-up email, that could lead to an additional 50% increase in review volume.

Apart from its widespread accessibility, emails allow for more detailed conversations than other channels. For instance, you can use emails to explain to the users how to leave a review.

You can also leverage Google review request emails to collect more positive reviews. Just keep in mind these four simple tips for writing request review emails, and you are good to go:

• Use an attractive subject line
• Begin by introducing the business and yourself
• Express gratitude to the customers for choosing your product
• Jump to the point and ask for genuine reviews
• Set expectations for online review
• Share additional channels for communication

Here are some sample email templates. You can use a Google review request email template from below and customize it as per your requirement –

Samples for Asking Google Reviews via Email

Template 1:

Subject: Your Feedback Matters!

Hi (Recipient),

At (Business Name), we are always striving to improve our services and enhance customer satisfaction. Your feedback plays a critical role in motivating us and also identifying our mistakes.

Hence, we would greatly appreciate it if you could take a moment to share your experience with us. Please leave us your honest Google Review and enable us to continue providing exceptional service.

Leaving a review is quick and easy. Click on the following link to rate and share your experience.

Thank you so much for your time and support.

(Your Name)

Template 2:

Subject: We Value Your Feedback!

At (Business Name), we’re committed to understanding what our consumers want and providing them just the experience they desire. Your feedback helps us to understand if we are able to meet the expectations of consumers like you.

We request you spare some time and share your experience on Google reviews. Your objective feedback will not only help us but also assist other customers in decision-making.

Just click on the button below and share your experience on the review page.

(CTA Button: Leave a Review Now)

Thank you for being a valuable customer. Hope to see you soon.

We believe that now you may understand that emails are your most trusted channel for requesting online reviews. They’re straightforward, can be personalized, and gently encourage happy customers to leave a positive review. To ace your review request email game, you must learn more about how to ask for a Google review via email .

2. How to Ask for a Google Review via Text

Text messaging is a highly effective communication tool for businesses to establish a communication channel with consumers. Its widespread use and effectiveness make it compelling for seeking Google reviews. Also, the following statistics support its efficacy, making it a great choice for feedback requests –

Why Asking for Reviews Through Text Messaging is a Great Idea?

• 84% of the global population has a smartphone. This enhances the reach of text marketing.
• 78% of customers prefer text messages over other phone activities such as social media and email, which make for 66% and 20%, respectively.
• About 64% of consumers believe that businesses should connect with more often through SMS.

So, if you are sold on using text messages for more business reviews, here are some tips that will help you write effective review request text messages –

• Personalize the Message: Personalize each message with the customer’s name and, if possible, reference their specific interaction with your business. This will enhance the relevancy of the message.  
• Select Best Time: Select an appropriate time slot for sending the review. Avoid peak hours and late evenings to avoid a low response rate. We will talk more about timing later in this blog. 
• Easy Access to Review Page: Give direct access to the Google review platform page so that customers can easily leave their positive feedback. You can also include a specific Call to Action to minimize friction and increase participation.
• Avoid Over-Messaging: Avoid sending too many messages, as this may annoy customers. Respect the consumer and allow them time to evaluate their experience and respond to your message. 

As you can see in the image here, a chiropractic clinic sends text messages seeking customer feedback from patients about their experience at their clinic. The message shared here has been personalized and has a direct button to the review page.

Samples for Asking Google Reviews via Text

Here are four examples of how to ask for a review on Google reviews via SMS.

Hi (Guest Name), we hope you enjoyed your stay at (Hotel Name)! We’d love to hear your feedback. Could you take a moment to leave us a review on Google? Your opinion means a lot to us! (Google Review Link).

Hello (Customer Name), thank you for visiting (Pet Store Name) today! We hope you and your furry friend had a great experience. If you have a moment, could you leave us a quick review on Google? It would really help us out! (Google Review Link).

Template 3:

Hi (Customer Name), thank you for shopping at (Retail Store Name)! We hope you love your purchase experience. Please share your experience with us by leaving a review on Google? We’d really appreciate it! (Google Review Link).

Template 4:

Hi (Customer Name), thank you for choosing [Dealership Name] for your recent purchase! We hope you’re enjoying your new vehicle. If you have a moment, we’d love to hear your feedback on Google. Your review helps us improve! (Google Review Link).

3. How to Ask for Google Reviews on Social Media

Online social media platforms such as Facebook and Instagram play a vital role for businesses by helping them nurture relationships with their audience and, hence, build a community.

In today’s digital business environment, these communities are vital for your business as they can help you in:

• fostering a sense of belongingness in the followers
• building brand trust and loyalty in consumers

Effective community management helps to foster loyalty and trust. When the community is happy with you, they are more likely to respond positively to your Google review requests, enhancing your online business’s reputation.

But how do you actually go about asking for reviews on social media?

Social media is a powerful tool for encouraging customers to leave reviews. You can use social media in the following ways to gather more reviews:

Share Positive Reviews on Social Media

Share positive reviews in a social media post and add a link to your Google review page. When people see the reviews from other users in the post, they are motivated to leave their feedback as well.

As you can see in the image here, how Juphy shares its positive reviews on social media. If you look carefully, they have shared a link for happy customers to leave their reviews about their experience.

We love hearing from our amazing customers! Check out this fantastic review from (Customer Name). Your feedback helps us grow, and we’d love to hear from you too! Share your experience with us on Google. (Google Review Link).

Thank the Customer

Responding to your audience’s comments allows you to engage with them easily. Appreciate them for taking the time to write a review. This gives the impression that you care about the brand and the customer’s suggestions and feedback.

In this image, you can see how the restaurant responded to the reviews it received on Facebook. The response helped the restaurant not only give the impression that they value customers’ feedback but also provided them with the opportunity to open a discussion with the customers and tell them more about them.

Thank you so much, (Customer Name), for your kind words! We’re thrilled to hear that you had a great experience with us. Your feedback means a lot, and we appreciate you taking the time to share it. We look forward to serving you again soon!

Use Personalized Messages

You can reach out to happy customers directly through privately messaging satisfied customers on social media messengers. Personalized messages can help get higher response rates.

The image here is a great example of how you can use different social media messengers to request feedback from your consumers.

Hello (Customer Name), it was a pleasure serving you! We’re thrilled you had a great experience. If it’s not too much trouble, could you leave us a review on Google? Your insights really help us improve and continue delivering the best service possible. (Google Review Link).

Simple Social Media Posts for Requesting Reviews

You can simply post a message on your social media feed requesting the followers to leave reviews. Keep the post simple and straightforward, and let them know why their feedback is valuable. You can use SocialPilot’s Bulk Scheduling feature to schedule multiple posts simultaneously.

In the image here, you can see a post from Manpower Alberta seeking customer reviews if they had a great experience. The catchy and engaging post also has a link for direct access to the review page.

We love hearing from our awesome community! If you’ve had a great experience with (Your Business Name), we’d be thrilled if you could share it in a quick Google review. Your feedback helps us shine brighter and keeps us motivated to deliver the best for you. Thanks for being amazing! (Google Review Link)

4. How to Ask for Google Reviews In-person

When you deliver an amazing experience to the customers, half your job is done. A satisfied customer is more likely to leave a good review than an unhappy one. If you think you have a happy customer, you must talk to them and request an in-person review.

Strike a good conversation with the customer, appreciating them for choosing you over your competitors. Finally, when the time is right, request that they share their review on your Google business profile so that other potential consumers can benefit from their objective feedback.

Remember that you do not always need to wait for customers to come to you and praise you for the experience you gave them. Most of the time, you will have to ask for reviews proactively. To do so, you must speak with the customer and politely ask them about their interaction with your business.

Samples for Asking Google Reviews In-Person

You can use the following phrases while talking to the consumer:

• Thanks so much for choosing us today! We hope you had a great experience. Is there anything we could have done better? If you have a moment, we’d love for you to share your thoughts in a review.
• It was great serving you today! We’re always looking to improve, and your feedback would greatly benefit us. Would you mind leaving us a review if you’ve got a minute? I can even help you get started right now.
• This was your first time with us, and we hope we met your expectations. If you’re happy with our service, we’d really appreciate it if you could leave some feedback. It’ll help others decide and help us keep delighting customers like you.

Additional Tip: Be careful when asking for in-person reviews, as the customer might consider you ingenious and opportunistic. For instance, do not ask for a review right after the customer’s first bright remark. Instead, engage naturally with customers, reading their interests. When a rapport is established, request a review while ensuring the authenticity and respect of the customer and the conversation.

Why are Google Reviews Important for the Business?

About 81% of consumers prefer to visit Google reviews to check the opinions of other customers. Positive reviews give them a sense of social proof, which is more authentic for the consumer than what you say about your business.

Do not just see reviews as a way to boost your SEO. While that is true, Google reviews are also a feedback loop for your business. They provide an insight into what is working and what customers do not like about you.

Here are six top reasons behind the importance of Google Reviews;

• Google Reviews enhances your online visibility and exposure
• Google Reviews help to boost brand trust and value
• You can use Google Reviews to enhance customer experience
• Google Reviews help provide an edge against the competition
• Google Reviews are the best ways to boost your SEO
• You can use Google Reviews to encourage communication with customers

Top 4 Best Practices for Asking Google Reviews

Getting Google reviews can significantly boost a business’s online reputation and attract more customers. While we have discussed how to ask for Google Reviews through different channels, it’s crucial to follow certain best practices to ensure that your ask feels authentic and valuable. Adopt these four best strategies to encourage good Google reviews.

1. Choose the Correct Time

Choosing the right time to seek reviews is important. It involves understanding the consumer and identifying the right moment when they are most likely to have a positive mindset about your business. Here are some tricks to select the best time –

• Look for important milestones in the customer’s journey, such as anniversaries, project completions, successful event completions, and more. These moments often elicit positive emotions and a sense of accomplishment, which makes customers likely to leave more reviews.
• Think about asking for reviews after your customer has spent some time with your business. After the consumer has spent some time, they will have had enough interactions with your product or service to form an objective opinion. 
• Pay attention to events where your customers have had a positive interaction with your business. Give exceptional customer service and prompt problem resolution to the customers. These experiences create ideal opportunities to request reviews, as satisfied consumers are more likely to share their positive experiences.

2. Explain Why Reviews Matter

Google reviews play a critical role in helping you improve and grow your business. You need to explain to the customers that their reviews help in shaping the business and help us improve further. The customers need to be explained that their feedback guides your business efforts to better serve all customers like them.

Here are a few phrases that you can use to explain to customers the value of their reviews –

• Your review helps us improve and assists others in making informed decisions about our services.
• Your feedback plays a crucial role in shaping our business and ensuring we meet our customers’ needs.
• By leaving a review, you’re providing valuable insights that enable us to enhance our offerings and provide exceptional service continuously.
• Your review not only supports our business but also helps create a vibrant community of satisfied customers.

3. Make the Review Process Easy

Smoothen the path to attract Google reviews by making the process as easy as eating a cake.

Make sure that the review process is simple, straightforward, and hassle-free so that customers can encourage participation. Complicated processes may delay or, even worse, deter their feedback.

To gather more reviews, you must innovate to simplify the review collection process by incorporating QR codes on various touchpoints. Here are three tips to streamline the review process –

• Give direct links or QR codes for easy access to the Google Review page.
• Send timely reminders via email, text, or phone call to prompt costumes to leave a review.
• Humbly request customers to leave reviews in a one-on-one conversation. Asking something as simple as ‘If your experience with us met your satisfaction today, we would be grateful if you could take a moment to leave a review!’ can help you get good reviews. 

4. Send Personalized Google Review Request

In times when automation is taking its place, even in customer interaction, personalized messages can make your request sound genuine. Here are a few ways to make your Google review requests more personal:

• Address by Name: Whenever you request a customer, start by addressing them by name. This will make it feel less like a mass message and more like a one-on-one conversation. 
• Customized Customer Feedback: Instead of seeking generic reviews, you can specific questions to the customers for instance – “Did you find your stay comfortable?” This may lead the consumer to more detailed and useful feedback. 
• Highlight Shared Experience: You can reference any common interest, values, or any specific interaction you may have had with the customer. This will show that you understand and appreciate the viewpoint of each customer, motivating them to respond positively to your review request.

Do not make the interaction personal just for the sake of acquiring a positive feedback. Personalization can enhance customer experience, giving a genuine perception that you really care about your customers.

What Not to Do When Asking for Google Reviews?

While you must do all that it takes to fetch Google reviews from the customers, hold on. There are certain’ Don’t’s that must be avoided in all circumstances when seeking reviews from customers.

Here are some practices you should not follow when asking for critical reviews –

1. Avoiding Not Responding to Reviews

You must never avoid responding to reviews, good or bad. A prompt response to all reviews is a way of acknowledging and appreciating the customer for choosing you over your competitor and taking the time to write you a review.

Responding to customer reviews also helps build good customer relationships and earn their loyalty.

Apart from building engagement and earning consumer loyalty, your response to customer reviews also gives a perception that you have kind ears for consumer voice, instilling confidence and trust in your brand. This approach goes well with the customers, further strengthening your relationship with them.

2. Do Not be Afraid of Asking

Consumers are willing to leave reviews about their experience with you. Therefore, you must not fret about asking for reviews from customers. As you can see from the statistics shared here, more than half of consumers, when asked, will leave you feedback about their true experience.

Customers, in general, are willing to share their experience with a brand and let the business and other customers know whether their expectations were met or not.

Also, these reviews not only help in building consumer trust and engagement but also serve as a credible source for potential consumers to make informed decisions. Therefore, actively seeking reviews from consumers is necessary so that your business continues to provide transparent and helpful insights for all.

3. Incentivizing or Buying Reviews

You should definitely not offer discounts or offer free gifts to customers in exchange for Google reviews. Google’s terms and conditions strictly prohibit any exchange of value for getting reviews from customers.

Keep in mind that the purpose of asking for reviews is not just to get 5-star ratings that help your business’s SEO but also to assist prospective consumers in making informed buying decisions.

Remember, the policies are in place to keep the review platforms honest and accurate. Therefore, keep your review your review gathering process honest and objective.

While asking for Google reviews is essential for boosting your online reputation and attracting a broader customer base, simply asking for reviews will not be effective. The blog just covered some best practices that will help you in asking for reviews on Google.

Let’s go through this once more –

• Timing is Key
• Make it Easy
• Personalize Your Approach

A flow of good reviews is important for the growth of your company. So follow the best practices mentioned in this blog and champion the art of asking for reviews.

Frequently Asked Questions

How do I ask for Google reviews through email?

Asking for Google reviews through email is easy. Check out the below 7 steps for asking Google reviews through email:

• Write a subject line that creates a pull. Aim to grab the recipient's attention with a subject line like "Your Feedback Matters!".
• Introduce yourself and your business at the start of the email.
• Express gratitude to the customers for choosing your product or service over the competitors. Appreciate them for their time and support.
• Make a direct request by clearly asking the recipient to leave a Google review. Keep the language of the email clear, concise, and contextual.
• Provide easy access by including a direct link, a button, or a QR code on your Google review page to ease the recipient's process.
• Set expectations clearly with the recipient about what you expect in the review. Highlight again that their feedback is valuable.
• Close the email with appreciation for taking the time and considering your request for leaving their feedback.

How to ask for Google review examples?

Here are a few sample texts that you can use to ask for Google reviews:

• Thank you for trusting us today. We hope that you had a good experience and that we met your expectations. If there is anything we can do better, please take a moment to share your Google review with us.
• It was a pleasure serving you today. We like seeing our consumers smile when they leave; therefore, we constantly aim to improve ourselves. If there is anything we can do better, would you mind leaving us a review on Google? I can assist you with that right now.

Can I offer incentives while requesting Google reviews?

No, you can not offer incentives or free gifts in exchange for Google reviews. Google has a strict policy against offering incentives to customers for their reviews.

About the Author

Abhas Mathur

Abhas is a seasoned content wizard with expertise in developing researched content that resonates with the target audiences. With a rich digital marketing and social media background, Abhas is adept at devising content strategies that drive organic brand growth.

You can find Abhas on LinkedIn here.

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Top 10 Review Templates With Examples and Samples

Naveen Kumar

A review is an essential mechanism for learning, growth, and improvement. It is a chance to understand what works well, needs improvement, and what to avoid for better quality, efficiency, and satisfaction. Customer reviews on platforms like Amazon and Yelp provide insights into products and services that impact purchasing decisions and shape brand reputation. Companies like Google and Deloitte use 360-degree feedback to build an accountability and continuous learning culture, increasing team productivity and job satisfaction. Reviews are essential for firms to ensure sustainability and improve their competitive edge, operational excellence, and customer-centricity. They range from product/process and staff performance to business and project assessments.

In business, reviews include:

• Product reviews, where customer feedback is analyzed to enhance product quality.
• Employee performance reviews focusing on individual contributions and development.
• Operational reviews , assessing the efficiency and effectiveness of business processes.

Why Reviews are Important?

Reviews help in quality assurance, customer satisfaction, and strategic development. It assists potential customers in making informed decisions, provides businesses with customer preferences and areas needing improvement, establishes effective human resource management, and ensures operational efficiency and effectiveness, enabling companies to stay agile and competitive in fast-growing and evolving markets. 

Challenges with the Review Process

Implementing an effective review process(es) has several challenges that can hinder its effectiveness and efficiency. One of the most common issues is the lack of a standardized approach, which results in inconsistent evaluations and potential biases. This can lead to unreliable data, affecting decision-making and the effectiveness of the review. The time and resource investment in the review process also strain an organization's operational capacities. 

If not handled and delivered correctly, communicating review outcomes can lead to misunderstandings and decreased employee morale. Our pre-designed review templates will help businesses overcome these challenges.

Pre-designed Review Templates

These review templates provide a consistent framework for evaluation, ensuring a streamlined and uniform approach across the organization. This reduces biases and enhances the reliability of outcomes. The clear, structured format will help reviewers save time and resources for thorough reviews. 

The 100% customizable nature of our PPT Design allows you to personalize the review process as needed and convey feedback that results in its easy understanding and constructive utilization. Use these to enhance the organization's review process's effectiveness, efficiency, and fairness. 

Let's explore these PowerPoint Layouts now!

Template 1: Monthly Review PowerPoint Presentation Deck

This PPT Deck is perfect for helping organizations conduct in-depth monthly evaluations. It includes slides on company performance, financial outcomes, and client relations. It displays data by area, product line, and company segment, with sections for competition insights and future estimates. Use it to present financial statements like balance sheets and income statements in projections and tabular formats, along with funding updates and shareholding patterns. This will aid in tracking company progress, aligning with strategic intentions and operational benchmarks,  facilitating structured monthly discussions to set company objectives, and mapping a growth path for the business. 

Download this template

Template 2: Sales Review PPT

This comprehensive presentation deck helps monitor and evaluate a sales campaign's sales performance. It covers a broad spectrum of sales analysis, from detailed business overviews to competitive analysis and future projections. Use this slide to review sales metrics, regional performance, product revenue, and sales KPIs for an in-depth view of the process. Project updates and future perspectives are also included in this deck to offer a forward-looking approach and help in strategic planning. This PowerPoint Presentation is an excellent tool for managers and sales team leads to enhance data-driven decision-making in sales operations. Get it now!

Template 3: Employee Performance Review Process PPT

This PPT is a strategic tool for HR professionals and managers to optimize the employee performance review process. It guides the users through each stage of the performance review implementation, from the initial company overview and challenges to documenting review planning and structuring the review process. It includes slides highlighting common challenges with actionable solutions and sharing knowledge with peers for conducting effective review meetings. An employee performance review dashboard and tracker sheet are also included to help HR manage and enhance the efficacy of performance appraisal. Use this PPT Template to boost a culture of continuous improvement within the organization.

Template 4: Quarterly Business Review Framework PPT Template

This PPT Layout helps to conduct a thorough business performance assessment for the past three months. It is well-organized to include details from key areas like business financial health, client engagement and project updates, and competitor analysis. The presentation starts with a business overview highlighting the performance of the previous year’s four quarters, financial summary, revenue splits, and milestones achieved. This framework includes the future trajectory with templates like a 30-60-90 day plan, product roadmaps, implementation process, significant roadblocks, and SWOT analysis for business leaders to present a clear, data-driven picture of quarterly outcomes and establish informed plans for upcoming cycles. Download it now!

Template 5: Quarterly Business Review PPT Template

This PPT Deck offers a comprehensive collection for assessing the organization's performance every quarter. It includes expert-designed templates, from KPI dashboards and performance frameworks to review mechanisms and future action plans. Use it to organize review meetings, outline performance metrics, and discuss financial outcomes efficiently by focusing on customer success and detailing comprehensive business review reports. These templates help create a systematic process to track progress, identify opportunities, and set actionable objectives for subsequent quarters. Get it now!

Template 6: Deal Review PowerPoint Presentation 

Business professionals can use this presentation set to follow a structured approach to conduct thorough deal reviews. It entails key aspects such as project scope, deal feasibility, qualification criteria, and company profiling. Use it to compare and make an informed decision to choose the right project partner. Compare bidders in detail based on project prerequisite fulfillment, criteria-based decision matrix, project offering proposed by bidders by phases, ongoing projects of bidders, and equipment possessed to facilitate detailed analysis, from financial and operational assessments to deal offerings. It will help stakeholders and decision-makers examine potential deals' viability and ensure informed and strategic business decision-making. Grab it today!

Template 7: Review PowerPoint Presentation Templates 

This PowerPoint Presentation includes dashboards and reports to provide insights into talent management, comparative business performance over multiple years, and employee performance management. It also has templates for product performance reviews, sales performance reviews, workforce performance summaries, and a project progress checklist to assist business professionals in evaluating business operations to make strategic decisions and facilitate continuous improvement.

Template 8: Employee Review Report Form Templates 

Use this PPT Template to streamline employee evaluation. This allows you to create detailed performance review forms, reports, and dashboards highlighting competencies, skills, and accomplishments. Assess functional and interpersonal skills, management capabilities, and KPI-focused achievements. The review report featuring an evaluation bell curve further aids in contextualizing employee performance within the broader workforce to help streamline monthly and quarterly review cycles. Get it now!

Template 9: Architecture Review Board PPT Template

This PowerPoint Deck is a must-have for IT and software enterprises to guide their architecture review board process. It includes review board flowcharts, frameworks, models, and structures to help optimize architectural projects' evaluation and approval stages. The layouts on enhancing security, outlining member responsibilities, and establishing the review board’s hierarchy help streamline the architectural governance and ensure robust project oversight. Grab it today!

Template 10: Project Review with Cost Objectives

This PPT Layout helps to conduct comprehensive project reviews with cost analysis and milestone achievements. Its clear and systematic design allows teams to showcase the primary project objectives and the organizational gains. The template includes sections detailing project costs, with columns for planned versus actual spending and estimated costs at completion (EAC) to help manage an adequate budget. It contains alphabetical status indicators for project milestones, a visual representation of progress against the timeline, potential issues/risks, and mitigation changes. Use this template to track and present project performance, financial details, and progress to executives and clients. Download it now!

Bonus Template 1: Monthly Strategic Review Meeting Agenda Template

This presentation design will help the organization streamline monthly strategic review meetings and ensure critical business aspects of the strategy are covered. It provides a high-level summary for senior executives and management about the purpose of the meeting, preparation steps taken, a list of distinguished attendees, and a detailed introduction. The PPT Layout showcases a holistic review of the company's trajectory by breaking down discussions into key business segments: financial, customer, operational, and people perspectives. Each segment prompts discussion on metrics, achievements, challenges faced, and learnings for a comprehensive review and future planning. Use this to align strategic objectives, assess progress, and determine actionable steps for the upcoming month in a collaborative and informed decision-making environment. Get it now!

Bonus Template 2: One-Page Quarterly Business Review Report Template

Get a comprehensive snapshot of a company's quarterly performance and essential business analytics with this PPT Layout for ease of review and strategic planning. It allows the presentation of a business overview, showcasing critical metrics like total revenue and geographic sales distribution. The financial performance section highlights Earnings before interest, taxes, depreciation, amortization (EBITDA), quarterly growth, net income, and more. Updates on client engagement and project progression are neat and organized, offering a quick reference to budget allocations and timelines. Grab it today!

Our Feedback!

Reviews are catalysts for growth, quality improvement, and strategic decision-making. SlideTeam's pre-designed review templates allow organizations to standardize the review process to ensure consistency and reduce biases. 

Download these review templates for more effective, efficient, and streamlined assessments that boost business performance and create a growth-oriented organizational culture.

Related posts:

• Quarterly Business Review Presentation: All the Essential Slides You Need in Your Deck
• [Updated 2023] 50 Best Company Presentation Templates To Ace The Corporate Ladder
• [Updated 2023] Top 15 Business Performance Review Templates To Transfigure an Effective Reporting Mechanism
• 25+ One-Page Performance Reports for a Result Driven Assessment [Free PDF Attached]

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