QBR agenda for strategic clients
Overview
Quarterly Business Review aligns technology roadmap to business goals—not geek show only.
Timebox
60–90 minutes; pre-read packet mandatory.
Blocks
Business updates from them; KPIs (uptime, tickets, security posture, projects); roadmap proposals; budget; risks.
Outputs
Signed decisions on priorities; updated project schedule.
Roles
Account manager runs business layers; engineer answers deep dives on demand—not monologue.
CRM
Log opportunities same day while memory fresh—future you thanks you.
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