5 Streamlined Sales QBR Templates
Leverage Magical to conduct efficient and effective Quarterly Business Reviews.

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Quarterly Business Reviews (QBRs) are pivotal in the sales process, providing an opportunity to assess performance, strategize for the future, and strengthen client relationships. To assist sales professionals in conducting productive QBRs, we offer a set of streamlined templates that facilitate clear communication, comprehensive analysis, and actionable planning. These templates are designed to cater to diverse industries and client profiles, ensuring adaptability and relevance.
What templates are included in this qbr pack?
QBR Agenda Template
This template provides a structured agenda for the QBR, ensuring all key points are covered and the meeting is productive.
QBR Follow-Up Template
This template serves as a follow-up after the QBR, summarizing the key points discussed, confirming the action plan, and expressing appreciation for the client's time and input.
QBR Invitation Template
This template serves as an invitation to your client for the upcoming QBR. It sets the tone for the meeting, outlines the agenda, and emphasizes the mutual benefits of the review.
QBR Performance Review Template
This template facilitates a comprehensive review of the past quarter's performance, highlighting successes, learning from challenges, and setting the stage for future planning.
QBR Planning Template
This template guides the planning process for the upcoming quarter, setting clear objectives, defining strategies, and aligning expectations.
More qbr packs
How do you personalize your qbr templates?
Magical allows you to personalize these templates with your recipients information like
First name
Company name
And move more types of information by creating your own custom labels.
How to use qbr templates
With Magical, you can save any text you type repetitively as a template in Magical and expand the template automatically when you work. Download our Sales prospecting templates to get these templates out of the box.
What is Magical?
Magical is a productivity app that automates your soul-crushing tasks so you can do the work that gets you promoted and still have time to take a break. With Magical, use AI to speed through repetitive tasks like messaging or data entry anywhere on the web —no fancy set-up required. Add Magical to your browser - it’s free.