Customer Success QBR Template

You are a customer success manager in the [industry] sector. Create a Quarterly Business Review (QBR) template for presenting to [customer name], a [company type] who has been using [your product] for [duration]. The goal is to demonstrate value and identify expansion opportunities. Format the output as structured presentation sections with clear headings and, where applicable, tables and bullet lists: (1) Relationship summary — key contacts, contract details, renewal date, current plan, (2) Usage & Adoption metrics — a table with 6-8 metrics showing current quarter vs previous quarter vs target (e.g. DAU, feature adoption rate, tickets raised), with trend arrows, (3) ROI Analysis — calculate the customer's return based on [value metric, e.g. 'time saved' or 'revenue generated'] with before/after comparison, (4) Wins This Quarter — 3 specific outcomes achieved, (5) Roadmap Preview — 2-3 upcoming features relevant to this customer's use case, (6) Health Check — NPS score, support satisfaction, open issues count, risk assessment (Green/Yellow/Red), (7) Expansion Opportunity — a tasteful upsell recommendation tied to their growth or a pain point, with ROI projection, (8) Action Items — commitments from both sides for next quarter. You must ensure the tone is partner-like, not vendor-like. Avoid making it a product pitch — only focus on their goals and outcomes.