Business Review

Business Review

Great business reviews don’t recap activity. They create alignment, insight, and momentum.

This Business Review / Customer Objective Review Template + Guide is designed to help Customer Success Managers lead structured, outcome-focused conversations with customers—whether you call them QBRs, EBRs, or CORs.

Together, the template and guide help CSMs move beyond status updates and into meaningful discussions about goals, progress, value, and what comes next.

What’s Included

Business Review Deck Template

A flexible, customer-facing slide deck that helps CSMs:

• Set a clear agenda and meeting expectations

• Ground the conversation in the customer’s business and priorities

• Review goals and progress toward outcomes

• Connect work and adoption to business impact

• Share thoughtful recommendations

• Check sentiment and renewal confidence

• Align on next steps and ownership

Step-by-Step Guide
A practical companion guide that explains:

• When and how to use the business review

• How to prepare for a strong review

• How to lead the conversation (not just present slides)

• What to say, what to ask, and where to pause

• Common mistakes to avoid

• What a “great” business review actually looks like

The guide is designed to sit alongside the deck, helping CSMs use it effectively without over-scripted talk tracks.

What This Helps You Do

• Run consistent, high-quality business reviews

• Shift conversations from features to outcomes

• Build credibility and trust with customer stakeholders

• Surface risk, opportunity, and alignment early

• Create clear next steps and momentum after every review

Who This Is For

• Customer Success Managers and Account Managers

• CS leaders standardizing customer conversations

• Teams running QBRs, EBRs, or CORs

• Organizations focused on value realization and retention

Why This Works

Most business reviews fail because they focus on what happened instead of what matters.

This framework helps CSMs anchor conversations around customer goals, progress, and impact—while still leaving room for dialogue, discovery, and partnership.

Format:

• Downloadable Slide Deck Template

• Downloadable Step-by-Step Guide (PDF)

Use it to:

• Lead stronger customer reviews

• Drive alignment and accountability

• Reinforce value throughout the customer lifecycle

Instant download upon purchase.