Quarterly business review email
Account executives and customer success
Send this to customers who have been in long enough for a review to contain facts. Offer the meeting. Also offer the skip. A review nobody wanted is a meeting you will both resent.
Subject. A review this quarter?
Hi — once a quarter I offer a short review: what got used, what did not, and whether the plan still matches the work.
It is half an hour. If this quarter is the wrong time, we can leave it. I would rather not put a meeting on your calendar that you do not want.
Want a review on the calendar?
- Send times
- Next quarter
- No need
In Gmail these are buttons. The recipient clicks one. The answer comes back to the thread. They do not install anything.
Before you send. If you already have a standing review, this is the wrong email. Use the meeting confirmation. This one is for the ask.
Why this gets more replies
QBR invites assume the meeting is a gift. For a lot of customers it is an hour about your roadmap. Asking, with a no, means the people who book actually want the conversation. Those are the reviews worth preparing.
FAQ
What do I prepare if they say yes?
Usage, one thing that did not work, and one decision you need from them. Not a tour of features they have not turned on.
They said no need. Do I take that personally?
No. Write it down and do not re-ask this quarter. A no to the meeting is not a no to the product.
Free for 50 sends a month. The other person does not install anything.