QBR Preparation Survey
Make the QBR about their agenda: wins, frustrations, and next quarter's goals.
5 questions · 1 page · about 4 minutes to answer · fully editable after you start
QBRs die when the vendor presents slides at a client who wanted a conversation. This prep survey, sent two weeks ahead, sets the meeting's agenda from the client's side: what worked this quarter, what frustrated, priorities shifting next quarter, and the topics they want the QBR to actually cover.
Build the deck around their answers and open by quoting them; QBR attendance and value scores climb immediately, because the meeting became theirs.
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Before our review
This survey helps us prepare for our quarterly review. Tell us what went well and what frustrated you, so the meeting can focus on what matters to you. It takes about 4 minutes.
Q1.What win from this quarter should we celebrate?*
Q2.What frustrated you about working with us this quarter?*
Q3.Next quarter, your priorities are shifting toward...
- Growth and scale
- Cost efficiency
- New capabilities
- Stability - no changes please
- Other…
Q4.Rank what the QBR should spend time on.
- 1Performance and results review
- 2Roadmap and what is coming
- 3Problems and their fixes
- 4Planning next quarter together
- 5Commercial discussion
Q5.Anything to put on the table that we might not expect?
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