ResourcesTemplates for
Templates for
the day job.
A QBR agenda, an account plan and an escalation update. Download a copy and change it to suit the account.
Merchant QBR agenda
Questions to prepare, an agenda to work through and a place to record decisions.
Open the resource Account strategyAccount planning worksheet
A worksheet for the account, the people involved, the risks and the next 30 days.
Open the resource Customer communicationEscalation update template
Prompts for the first message, follow-up updates and the final explanation.
Open the resourceThe templates are free to download. No signup required.