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# Executive Business Review (EBR) template
- URL: https://www.customersuccesscollective.com/executive-business-review-template-framework/
- Published: 2025-03-25T13:43:15.000Z
- Updated: 2026-02-03T10:55:18.000Z
- Description: A structured framework designed to help CS and account management teams conduct impactful, data-driven executive meetings with clients.
- Author: Customer Success Collective
- Tags: Templates and frameworks, Premium, Membership content

## 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](https://storage.ghost.io/c/6f/66/6f66cab9-7939-4355-91c0-409dddffd4d9/content/images/2025/03/Executive-Business-Review--EBR--template.png)

[Executive Business Review (EBR) templateExecutive Business Review (EBR) template.docx1 MBdownload-circle](https://www.customersuccesscollective.com/content/files/2025/03/Executive-Business-Review--EBR--template.docx "Download")

[Executive Business Review (EBR) templateExecutive Business Review (EBR) template.pdf137 KBdownload-circle](https://www.customersuccesscollective.com/content/files/2025/03/Executive-Business-Review--EBR--template.pdf "Download")

[Executive Business Review (EBR) templateExecutive Business Review (EBR) template Guess what? EBRs don’t have to be a snoozefest of metrics and corporate jargon. Done right, these executive touchpoints can take your customer relationships from “meh” to 11/10\. Here’s the tea: EBRs are like a progress report on your partnership’s progre…![](https://storage.ghost.io/c/6f/66/6f66cab9-7939-4355-91c0-409dddffd4d9/content/images/icon/kix-favicon-2023q4-54.ico)Google Docs![](https://storage.ghost.io/c/6f/66/6f66cab9-7939-4355-91c0-409dddffd4d9/content/images/thumbnail/AHkbwyJBWtruqO16ipwKLT67Aqz4Joa2pb2Xp8QXmrEtFTWg7cE3RdXNaPAtZ-sLdcwnPHwsFX1zGeBvDcuf2mABqvJ9wPpDOb5oLvSOCO7GlOBdPXkzyfrH-w1200-h630-p)](https://docs.google.com/document/d/1BlnSLSbW1LQI--O%5F3FDnWBAFbz4EtPzvBsprzWZIbXU/edit?usp=sharing)