What is an Executive Business Review (EBR) template?

An Executive Business Review (EBR) template is a structured framework designed to help customer success and account management teams conduct impactful, data-driven executive meetings with clients.

Instead of a dull presentation filled with metrics, this template helps turn EBRs into strategic conversations that strengthen partnerships, align goals, and drive long-term customer success.

What’s inside the template?

The Executive Business Review (EBR) template includes all the key components needed for a productive and engaging EBR:

  1. Introduction
  2. Review of past performance
  3. Customer feedback and concerns
  4. Product updates and roadmap
  5. Strategic recommendations
  6. Q&A
  7. Next steps and conclusion

How to use the template

  1. Prepare your data – Gather customer usage metrics, support data, and feedback to present a meaningful review.
  2. Follow the structured agenda – Use the provided sections to guide discussions and ensure all key areas are covered.
  3. Encourage open dialogue – Capture customer insights, address concerns, and discuss upcoming opportunities.
  4. Set actionable next steps – Conclude with a clear action plan that drives mutual success and accountability.
  5. Follow up post-EBR – Document the meeting outcomes and track progress on key initiatives.

Download your Executive Business Review (EBR) template

Executive Business Review (EBR) template
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