Quarterly Business Review (QBR) Template for Agencies
An agenda and document for reviewing a quarter and agreeing the plan for the next.
Best for: A quarterly meeting with an important client or their leadership.
The template
Replace anything in [square brackets] with your client’s details.
[Client name] quarterly business review: [quarter and year] 1. WHERE WE STARTED Our goals for the quarter were: [goal 1], [goal 2], [goal 3]. 2. RESULTS AGAINST GOALS - [Goal 1]: [result] against [target], [on track / ahead / behind] - [Goal 2]: [result] against [target] - [Goal 3]: [result] against [target] 3. WINS - [Win 1 and why it mattered] - [Win 2] 4. CHALLENGES - [Challenge 1, the likely cause, what we did] - [Challenge 2] 5. WHAT WE LEARNED - [Learning 1] - [Learning 2] 6. PLAN FOR NEXT QUARTER - Priority 1: [action, owner, date] - Priority 2: [action, owner, date] - Budget: [recommendation and reason] 7. DECISIONS WE NEED FROM YOU - [Decision 1] - [Decision 2] 8. APPENDIX [Channel detail and supporting data]
A filled example
This example uses made-up numbers for illustration.
Brightside Dental quarterly business review: Q1 1. WHERE WE STARTED Our goals for the quarter were: 300 new patient enquiries, a cost per enquiry under $45, and a 15% rise in organic traffic. 2. RESULTS AGAINST GOALS - New patient enquiries: 342 against 300, ahead - Cost per enquiry: $41 against $45, ahead - Organic traffic: up 9% against a 15% target, behind 3. WINS - The spring offer landing page lifted Google Ads conversion rate and became our best performer - Review requests brought in a steady flow of new Google reviews 4. CHALLENGES - Organic traffic grew more slowly than planned, most likely because two key pages were published late in the quarter - Meta cost per enquiry rose in February as two ads tired 5. WHAT WE LEARNED - Offers outperform general awareness ads for this audience - Weekday mornings produce the cheapest enquiries 6. PLAN FOR NEXT QUARTER - Priority 1: publish the four planned service pages, owner: content lead, by April 20 - Priority 2: shift 20% of Meta budget to the Google Ads offer, owner: paid media lead, by April 8 - Budget: keep total spend flat and reallocate, because cost per enquiry is under target 7. DECISIONS WE NEED FROM YOU - Approve extending the spring offer through May - Confirm the new service page topics 8. APPENDIX [Channel detail and supporting data]
Tips for using it
- Send the document a day before so the meeting is about decisions, not reading.
- Be as open about challenges as wins. It builds credibility.
- Finish with the decisions you need, not just the plan.
Skip the manual part
LedgeSpace pulls the numbers from your connected accounts, brands the report and sends it on schedule, with your commentary on top.
Try it free for 14 daysNo credit card required.
Common questions
What is a QBR?
A quarterly business review: a meeting, usually with a short document, where an agency reviews the quarter’s results with a client and agrees the plan for the next one.
How long should a QBR be?
Aim for a one to two page document and a 30 to 45 minute conversation, with detailed data in an appendix.
Stop retyping
the same report.
14-day free trial, no credit card. From $39/mo billed annually.
LedgeSpaceLedgeSpace | Agency Intelligence, Automated.
We build autonomous data engines for agencies tired of sending manual spreadsheets. Stop reporting. Start directing.
Product
Compare
© 2026 LedgeSpace Inc. All rights reserved.