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QBR Report Template

  • March 15, 2024
  • 1 reply
  • 359 views

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I am working to get my company to use LCI in the QBR process. Does anyone have a good starter template to share?

Best answer by Amanda.comstock

Peter, I am willing to share how we have used LCI for client business reviews.

I am not sure how to send a template for a report, but I have attached a Word file that could be useful. The document includes the agenda we follow during our client business reviews and a list of the components we have included in our LCI report. Please feel free to use a similar agenda and report for your client meetings. 

Let me know if you have any questions.

 

 

 

 

1 reply

Amanda.comstock
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Peter, I am willing to share how we have used LCI for client business reviews.

I am not sure how to send a template for a report, but I have attached a Word file that could be useful. The document includes the agenda we follow during our client business reviews and a list of the components we have included in our LCI report. Please feel free to use a similar agenda and report for your client meetings. 

Let me know if you have any questions.