# QBR notes

**Customer:**   
**Quarter reviewed:**   
**Date:**   
**Attendees (customer):** Name, role  
**Attendees (us):**   
**Contract:** Seats or plan, renewal date  
**Notes by:**   

## Goals from last quarter

| Goal | Target | Result | Status |
| --- | --- | --- | --- |
|  |  |  | Met / Partly met / Not met |

## Usage and adoption

- Number, compared with last quarter, and what it means for their goals

## Support and open issues

- Tickets this quarter, open issues with fix date or next step

## Their priorities for next quarter

- In their words

## Our recommendations

- Recommendation, which goal or priority it supports, agreed or not

## Goals for next quarter

| Goal | Target | Owner (customer side) |
| --- | --- | --- |
|  |  |  |

## Renewal and commercial

Renewal date, who signs, anything that needs a separate conversation

## Open items

- Anything unresolved, who will resolve it, by when

## Joint action plan

| Item | Owner | Side | Due | Done looks like |
| --- | --- | --- | --- | --- |
|  |  | Us / Customer |  |  |