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Account Review template
The goal of this meeting is to communicate your strategy and execution plan to the rest of the team.
📝 Agenda
🚀 Progress Made
(Since last QBR)
1
2
3
4
Reviewed in QBR
Task
By who?
Reach out to CRO
Do this other great thing
Determine the migration strategy and path
Connect our CPO to their CPO
No results from filter
⛰️ Challenges
📰 New and Newsworthy
Topic
Details
Quarter
Notes
1
Open
2
Open
3
Open
There are no rows in this table
⛔️ Help Needed
Customer
Request Type
Description
Person Requested
Timeline
Send Request
Complete?
1
Mercedes Benz
Outreach/Email
Need Eric to send a note to their CIO
5/31/2023
Send message
2
Mercedes Benz
Brainstorm
Need help brainstorming on monetization
5/30/2023
Send message
There are no rows in this table
Finished reading? 
Add a topic
Add a topic
Dory: QBR topics for discussion
Discussed
Search
Idea
Author
Upvote
Notes
Discussed
1
Are there any blockers or dependencies to this launch?
Open
2
When are we expecting to launch?
Open
3
Have we considered user testing?
Open
There are no rows in this table
Add your sentiment
Add your sentiment
Pulse: QBR sentiments
Author
Search
Sentiment
Reflection
Author
1
I feel great about the proposal—it’ll solve a problem we’ve been circumventing for a long time.
2
I worry about how this will affect the mobile experience.
3
Cautiously optimistic!
There are no rows in this table
3.67
Average
3
Count
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