# QBR agenda

**Customer:**   
**Quarter reviewed:**   
**Date:**   
**Time:** 60 min  
**Sent ahead:** Goals and results table, two days before  

| Item | Owner | Time | What we need to leave with |
| --- | --- | --- | --- |
| Welcome and what they want from today | CSM | 5 min | Their top question for the session, written down |
| Goals from last quarter and results | CSM | 10 min | Each goal marked met, partly met or not met, with the number |
| Usage and adoption | CSM | 8 min | Where usage is low and the likely reason, agreed with them |
| Support and open issues | CSM | 5 min | Each open issue has a fix date or a named next step |
| Their priorities for next quarter | Customer sponsor | 12 min | Two or three priorities in their words |
| Recommendations | CSM | 8 min | Recommendations they agree to try, and new goals with targets |
| Renewal and commercial (only if renewal is within 6 months) | Account manager | 5 min | Renewal date confirmed and who signs on their side |
| Joint action plan and next QBR date | CSM | 7 min | Owners on both sides, next QBR on the calendar |