← Team Hub Internal SOPs · QBR prep
SOP 06 · Delivery

QBR preparation

The week before every client’s quarterly business review.

Owner
Pod Lead
Duration
~5 business days
Triggers
90 days into the engagement (and every 90 thereafter)

Steps

  1. Pull the quarter’s numbers vs the kickoff success metrics.
  2. Draft the QBR deck — 15–20 slides max. Use the canonical template in Drive > Templates > QBR.
  3. Three slides on what worked, two on what didn’t, three on next quarter’s bets.
  4. Align with Delivery Lead on renewal recommendation before the QBR meeting.
  5. Schedule the meeting with the right client attendees — not just the day-to-day contact.
  6. Run the meeting per the Client Engagement Playbook QBR agenda.
  7. Recap email within 24 hours, including the next SOW if renewing.
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