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Quarterly Business Review Template

Share quarterly business reviews with customers

Use template

Every customer success organization needs to run quarterly business reviews (QBR) to discuss the state of the relationship with customers.

Dock's QBR template gives customer success managers (CSM) an easy way to share QBRs with clients. Leading customer success organizations share QBRs in order to increase client retention and reduce churn.


Featured Content

  • Quarterly Business Review Deck: upload a PDF, embed Google Slides or Powerpoint
  • Analytics Dashboard: embed whatever you currently use from Looker to Google Data Studio


How Dock's customers use this template

  • Analysis of the client's business alongside core KPIs from the previous quarter
  • Embed quarterly business review presentations ( powerpoint templates, google slides, pdfs, etc.)
  • Share the upcoming product roadmap
  • Provide case studies on how the client can improve next quarter and beyond
  • Create onboarding action plans that drive customer engagement
  • Overcome roadblocks by preemptively answering FAQs
  • Share links to upcoming webinars, pricing for new products, essential workflows and automation

Dock Features

Dock gives you the tools to transform the customer experience.

Track engagement

Understand when someone views the space and what content they care about

Get feedback

Customers share what they think via comments

Dynamic plans

Create dynamic project plans that help customers stay on track.

Secure sharing

Add password protection to spaces.

Duplicate spaces

Copy work from customer to customer in a single click.

Rich text editor

Add whatever text you want and customize to fit your needs.

Optimized for mobile

Looks good on IOS and Android devices

Custom branding

Add your logo, customer logos and custom banners.

Embeded content

Add everything from images to pdfs to links. Embed your favorite software from Figma to Google Slides to Youtube.

Dock apps integration