@Rafael Thanks for writing here. 

Let me tag few expertises here. @gunjanm, @jean.nairon, @darkknight, @meenal_shukla, @seth, @aditya_marla and @hiten_sharma 

Hi Rafael, 

I recently hosted a presentation on building a customer journey which also included a template. Here’s the presentation: 

I don’t have a template for a QBR that I can share but there are a bunch of resources for this online. Here are a quick few that I’ve used in the past: 

https://www.gainsight.com/guide/the-essential-guide-to-quarterly-business-reviews/

https://glideconsultingllc.com/anatomy-customer-success-quarterly-business-review/

https://strikedeck.com/qbr-template/

Hope these help!

Jean

As far as journey mapping, when I was working at InsightSquared, we used a consultant to create our journey map. She gave a presentation at Pulse 2018 along with one of my colleagues about the experience and what came out of it. Slides | Audio

@sai_ram thanks for tagging. @Rafael here are invites to a couple great Slack communities:

• Join me on Slack — it’s a faster, simpler way to work. Sign up here, from any device: https://join.slack.com/t/customersuccesschat/shared_invite/zt-59t56jeb-tEK3Jz7IH04iDVjo1xcieg
• Join me on Slack — it’s a faster, simpler way to work. Sign up here, from any device: https://join.slack.com/t/csinfocus/shared_invite/zt-922rx638-N2zDmSR7gy9hbl90Y6_xXA

An EBR deck agenda should typically follow the mapping of the customer journey. There should be reference to previously documented goals and objectives, action items that both the customer and the company are held accountable to taking in order to get there, tracked progress and completion of those objectives, benchmarking against other customers, and other key insights determined. 

This is, of course, assuming a SaaS business. It can just be so unique to any particular business. 

@jean.nairon , @seth and @gunjanm Thanks for your quick response!! 

@Rafael Did you get a chance to view the comments posted by our expertise? Please leave your comments here.

Hi All,

This was absolutely fantastic. I’ve joined the slack communities and shared the resources with my team. I’ll get back to you if you have any questions and hope to support others as well.

Thanks gain!