# Quarterly Business Review (QBR) A **Quarterly Business Review (QBR)** is a recurring meeting between a CSM (or account team) and a customer — typically the exec sponsor and core stakeholders — to review progress against the success plan, demonstrate value delivered, and align on what's next. ## Agenda (typical 45–60 min) 1. Last quarter recap — what was done, what was missed 2. Value scoreboard — metrics agreed in the success plan 3. Use-case expansion — new ways to leverage the product 4. Roadmap preview — what's coming that's relevant to them 5. Risks and asks — what they need from you, what you need from them 6. Next quarter commitments ## Cadence - **Quarterly** — default for mid-market and enterprise - **Monthly Business Review (MBR)** — for high-touch enterprise - **Executive Business Review (EBR)** — annual, exec-to-exec ## Why QBRs matter A QBR is the renewal pre-conversation. By the time you're 60 days from renewal, the customer should already know they're renewing because the QBR cadence has been demonstrating value all along. Skip QBRs and renewals become surprise conversations. ## How BlueHill helps QBR templates pull data from the customer's BlueHill timeline automatically — tickets resolved, time spent, milestones hit, expansion signals — so CSMs prep in 15 minutes instead of 90. Related: [EBR](/glossary/ebr) · [Success plan](/glossary/success-plan) · [Renewal](/glossary/renewal)