Operating tool / Free
QBR Kit
Prep checklist, data pull list, agenda and meeting structure, an editable DOCX report and XLSX metrics/roadmap workbook, and a follow-up email.
For Owner, Account management, Service manager
What the pack is for
Prepare a client review that ends in a decision record rather than a ticket recap. Gather the evidence, structure the meeting and carry the promises into follow-up. It is free, with no checkout or signup.
What is in the kit
- Preparation checklist and data pull list with reporting boundaries.
- Meeting guide: agenda, who attends, roadmap and budget questions, decision log.
- Editable DOCX agenda and report, example and blank.
- Editable XLSX metrics, roadmap ranges and decision log, example and blank.
- Follow-up email text.
Use something today
The smaller agenda and decision record below is complete on its own. It is not the full pack.
Download the full kit
Free, no signup. One ZIP with the prep checklist, data pull list, meeting guide, follow-up email, an editable DOCX agenda and report, and an XLSX metrics and roadmap workbook. Each template comes as a filled-in fictional Example Dental Group version and a blank copy.
Workbook formulas were recalculated in LibreOffice Calc. We have not yet checked editing in Word or Excel; open the example first to see the intended layout.
Check before the meeting
Choose a business question, confirm the client decision-maker and inspect the previous promises. If the data has a gap, state it. The templates cannot turn ticket totals into proof of business value.
Before using the tool
Read the related free field guide. Use non-sensitive aggregates, inspect definitions and keep customer secrets out. See the license and terms.