Customer Success & Support template
QBR / EBR room
Results, insights, roadmap and decisions, as one link the people you send it to can explore, ask questions in and act on.
A live example
Built with WZRD from fictional material (Q2 review with Kestrel Retail). Explore it and ask its agent anything.
What's inside
A business review: results achieved, insights, roadmap and decisions for the next quarter. WZRD AI fills these tabs from your material.
Results
Business review and Value deliveredInsights
Usage & adoption and What we seeNext quarter
Roadmap and Agreed prioritiesIts AI agent: Account partner
Answer questions about results, usage and the roadmap from the review. Be candid about gaps.
Who it's for
- Made by Implementation Manager, Account Manager, CSM and Support Leader
- For end users, renewal stakeholders, new customer team and customer sponsor
- In SaaS, Fintech, Enterprise Software and Services
When to use it
- At contract signature: a Implementation Manager sends it to the end users
- During implementation: a Account Manager sends it to the renewal stakeholders
- 30 days after launch: a CSM sends it to the new customer team
- Before executive review: a Support Leader sends it to the customer sponsor
- Before renewal: a Implementation Manager sends it to the end users
What WZRD needs
- QBR notes + analytics
- Help center + account data
- Or just a sentence describing it
Start from this
Use the template, add your material, then change anything.
Create a qBR / EBR room for SaaS at contract signature, using my QBR notes + analytics.
Questions
What is a qBR / EBR room in WZRD?
Results, insights, roadmap and decisions, as a live room instead of a static file: people open one link, explore it, ask its AI agent questions by voice or text, and take the next step there. It is built on WZRD's Boardroom.
What do I need to make one?
Usually QBR notes + analytics and help center + account data. A sentence describing what you need is enough to start; files, links and notes make it specific.
Who is it for?
It is made by Implementation Manager, Account Manager, CSM and Support Leader, for end users, renewal stakeholders, new customer team and customer sponsor.
Can I change it after it's made?
Yes. Edit anything in the editor or ask WZRD AI in plain words: the theme, the tabs, the blocks, the agent, the actions.
Can ChatGPT or Claude make it for me?
Yes. With WZRD connected, ask for it in your own words, for example: "Create a qBR / EBR room for SaaS at contract signature, using my QBR notes + analytics." WZRD finds this template and builds the room.
Also for
Let's make a room
Describe what it's for or drop in a file. No sign-up needed to start.