CSM Customer QBR Template

Dec 2022

Brought to you by:

How to use this template for customer QBRs

• Use the pre-formatted slides as a guide on what to have prepared and what to present during the conversation
• Edit this deck to your own QBR goals and brand standards to share with customers or partners to:
• Share progress your customer or partner is making with your service and/or product
• Align on next steps to continue moving forward

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* Follow the speaker notes at the bottom for tips and best practices!

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This CSM QBR template is brought to you by Skilljar.

Skilljar, the #1 external learning management system (LMS), powers smart growth through learning. Increase net retention, improve product adoption, and scale up your team productivity.

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Skilljar is the leading external LMS because it is purpose-built for external audiences, our powerful software integrates with all the tools you care about, and we are obsessed with making our customers successful.

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Attendees

[Customer Name]

[Name], Title

[Name], Title

[Name], Title

[Your Company Name]

[Name], Title

[Name], Title

[Name], Title

[Customer Logo]

[Your Company Logo]

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Meeting Objectives

• Align on the business problems you’re solving and key objectives
• Review performance and discuss recommendations for achieving business outcomes
• Align next steps & timelines

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Key Objectives and Business Outcomes

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Key

Objectives

• Understand the company’s goals and business strategy
• Clarify the business problem that you’re collectively solving through the partnership
• Align on business objectives
• Create clarity on how the key results are measured

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[Insert Company Name]: Key Objectives

1. Example: Increase product adoption
2. ​
3. ​

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• ​

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(example)

Objective #1:

Increase product adoption

Key Results:

• Increase engagement from X to Y on [course name]
• Increase registrations and completions of [course name] from X to Y
• Increase [new feature] adoption from X to Y for the [product name]

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Strategic Initiatives:

• Partner with marketing on plan to facilitate increased traffic to the [course name]
• Embed deep links in help center content
• Update end of course messaging to register students on [course name]

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Example: [Company Name] Milestones

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Example: Course Registrations/Completions

Q3 2022 Totals (Calendar Year)

→ 379 Course Enrollments

→ 180 Completions

→ 47% Avg. Completion Rate

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Highlights

🎉 Above Industry completion benchmark (20%) and meeting [your company name] customer completion benchmark (40%)!

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QoQ Change (Compared to Q2 2022)

↑ 218% increase in Enrollments

→ 27% Avg. Completion Rate

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YoY Change (Compared to Q3 2021)

↑ 615% increase in Enrollments

→ 15% Avg. Completion Rate

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[Recommended task or item here]

What is the impact?

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Recommendations:

1.

2.

3.

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Next Steps

1. ​

• ​

• ​

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Current Account Initiatives

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