Matik Monthly March 2026: Everything You Need for a Better QBR
Stacy Wu
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March 25, 2026
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5 mins
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This content first appeared in Matik Monthly, Issue #36 for March 2026. Stay up-to-date with our latest guides, templates, how-tos, and more by subscribing here or viewing past Matik Monthly issues. Great for Ops, CS, Sales, and Enablement teams who want practical resources they can put to work right away.
Matik Monthly March 2026: Everything You Need for a Better QBR
It’s quarterly business review season! While customer touchpoints shouldn’t be limited to QBRs, they definitely are a great opportunity to dive deeper into what’s going on with your customers. So whether you are looking to spruce up your QBRs or are starting from scratch, this month we're sharing everything you need to make them less of a status report and more of a conversation customers look forward to.
The Essential QBR Template
If you're starting from scratch or just want to tighten up what you already have, this is your go-to. It breaks down exactly what to include in a strong QBR with a real example to reference so you're not just working from theory.
QBR One-Pager Creator
Sometimes the hardest part is just getting something on the page. Let Matik’s AI help you generate the perfect QBR one-pager template so you can spend less time building slides and more time prepping for the actual conversation.
Show & Tell: See the Content Top CS Teams Share With Their Customers
Ever wonder what a great QBR actually looks like in practice? We pulled together real examples from top CS teams so you can see exactly what they're putting in front of customers and get inspired for your own business reviews.
Glassdoor's Business Reviews
Casey Allison at Glassdoor has figured out how to make business reviews feel less like a report card and more like a strategy session. See how she uses a data-driven approach to demonstrate ROI and keep customers genuinely engaged.
6sense's Predictive Business Review
If you want to show up to your next QBR with something leadership actually cares about, this is worth watching. Megan Glick at 6sense shows how to tie performance data to revenue outcomes, surface funnel gaps, and hand execs the next steps they need.
BentoBox's Business Review
The best QBRs don't just review the past, but they also open a door to what's next. See how Kimberly Yu at BentoBox turns quarterly reviews into real strategy conversations that reinforce value and naturally create room for growth.
How Matik Automates Your QBRs
Matik automates the creation of QBRs and other personalized, data-driven content directly from your data, powered by AI you can trust. Instantly generate insights, align messaging, and deliver a consistently great review experience at scale.
Learn how Matik helps you run better QBRs.
Learn More →
From Around the Web: Perspectives on QBRs in Customer Success
These resources from around the web explore how teams are rethinking and improving the way they run quarterly business reviews.
Why Your Customer Success QBRs Are Being Ignored and How to Fix It
This podcast episode from Customer Success Career Coach breaks down why so many QBRs get ghosted by key stakeholders and shares a practical three-step framework for turning them into meetings customers actually want to attend.
QBRs That Drive Growth, Not Just Reports
This article from The Customer Success Pro challenges the common QBR format that focuses on metrics and roadmaps rather than customer outcomes, and offers a concrete framework for connecting reviews to revenue protection, risk reduction, and efficiency (the things executives actually care about).
What Should Be Part of a Quarterly Business Review?
This article from SuccessCOACHING walks through what makes a QBR valuable for both the CSM and the customer, from building a collaborative agenda to using the meeting as a forward-looking opportunity rather than a backward-looking recap.
Do QBRs Have a Place in Customer Success?
This piece from Customer Success Collective explores the evolving role of QBRs, reflecting on how CS teams are rethinking the frequency, format, and purpose of these touchpoints. It makes the case for more strategic, milestone-driven conversations over rigid quarterly check-ins.
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