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Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.
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| name | quarterly-business-review |
| description | Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys. |
Run this once a quarter for every account that matters. The QBR is where the agency earns its renewal: it leads with results against the promise, tells the truth about what did not work, and turns the page to the next quarter with a plan the client can buy.
ACCOUNT: <name> QUARTER: <Qn YYYY> PREPARED BY: <account team>
SCOREBOARD:
<objective> — target <x> / actual <y> — <hit/miss/partial>
WHAT WORKED: <bulleted, tied to outcomes>
WHAT MISSED: <miss — why — what changed>
TREND: <relationship + results read, 1-2 sentences>
NEXT QUARTER: <objective> — <plan> — <price / what it buys>
DECISIONS NEEDED: <decision — owner — date, up to three>
Use when you need to assess whether a client account is healthy, at risk, or slipping — before renewal, after a rough patch, or on a regular cadence — and decide what to do about it.
Use when a client request is ready to become production work and you must brief creative or media — turning a vague ask into an objective, an audience, and constraints the team can build against.
Use when responding to an RFP or writing a new-business proposal — to decide whether to pursue it, shape the offer, and produce a document a client can say yes to.
Use when you need to write or change a statement of work — turning an agreed offer into a scope, deliverables, price, and terms that both protect the client and defend the agency's margin.
Use when reviewing compensation for a role, a team, or the whole population — checks where people sit against defensible bands, finds equity gaps, and produces a ranked, costed set of adjustments.
Use when building or maintaining the self-serve answers employees reach for — turns the questions people actually ask into clear, sourced FAQ entries that deflect repeat questions and stay consistent with policy.