Executive Business Review (EBR)
An EBR is a strategic review between the customer's executive sponsor and the vendor's account executive — annual or semi-annual, much higher altitude than a QBR.
Agenda
- Year in review — outcomes against the success plan
- ROI scorecard — quantified value delivered
- Strategic alignment — where the customer's business is going
- Roadmap preview — what's coming from the vendor side
- Multi-year vision — partnership trajectory
- Renewal + expansion conversation
EBR vs QBR
- QBR — quarterly, tactical, CSM-led
- EBR — annual, strategic, AE-led with exec sponsor
How BlueHill helps
EBR templates pull rolled-up data — total time invested, tickets resolved, milestones delivered, expansion in seat count — directly from the customer's BlueHill record.
Related: QBR · Renewal · Success plan