The Quarterly Business Review (QBR), executive business review, or regular account check-in is the high-stakes meeting where the account manager demonstrates value, addresses concerns, and identifies expansion opportunities. A poorly documented QBR - where commitments made to the customer are not tracked - is one of the fastest paths to churn.
Documenting for retention and growth
With the customer's agreement, Listen records the review meeting. The AI summary extracts: satisfaction signals and concerns expressed, business changes relevant to the account, commitments made by the account manager, and agreed next steps. For earlier-stage discovery calls that established the relationship, see our article on discovery calls.
Share the QBR summary with your customer contact by email within 24 hours. This demonstrates professionalism, creates a shared record of commitments, and generates a natural opening for the next interaction.
View our plans for account managers.