Strategy

QBR

Quarterly Business Review with customers

Definition

A Quarterly Business Review (QBR) is a structured meeting between a vendor and a customer — typically involving customer success and executive stakeholders — to review product usage, ROI, roadmap alignment, and strategic goals for the next quarter.

📌 Example

A SaaS company's CS team runs QBRs with their top 20 accounts each quarter. The goal: surface expansion opportunities and prevent churn before renewal.