Conducting and completing a QBR
Mark a QBR complete, record sentiment and next steps, and sync outcomes back to the plan.
Running the QBR
When the review is done, open the QBR and click Complete QBR. Set the Overall Sentiment (Positive / Neutral / Negative) and Confirm Complete — this stamps the conducted date and marks it done. Use Save Changes to keep edits without completing.
Capture the follow-ups
Turn next steps into Actions so they don't fall through the cracks, and let outcomes flow back to the success plan — the plan stays the living record of the relationship.
Tip
A completed QBR is a strong engagement signal for the health score. For an internal, candid meeting brief that draws on *all* objectives (not just shared ones), use the plan's ⋯ → QBR narrative — it's internal-only and never shown to the customer.
Related: *QBR preparation: the 4-week countdown* · *Creating a success plan*