Executive Business Review (EBR)

What is an Executive Business Review (EBR)?

An Executive Business Review (EBR) is a high-level strategic meeting held annually (or semi-annually) with executive stakeholders to review the overall partnership, discuss long-term business alignment, and plan for future strategic initiatives.

EBRs go beyond the tactical focus of QBRs to address C-level concerns like strategic alignment, industry trends, and multi-year partnership value.

EBR vs. QBR: Key Differences

AspectQBREBR
FrequencyQuarterlyAnnually
AttendeesDirector/VP levelC-level executives
FocusTactical performanceStrategic partnership
Duration45-60 minutes60-90 minutes
ContentMetrics & goalsVision & long-term value

What to Include in an EBR

  • Partnership Summary: Multi-year journey and milestones
  • Strategic Value: Business transformation enabled
  • Industry Insights: Trends and benchmarks
  • Roadmap Alignment: How product direction supports their strategy
  • Executive Asks: Referrals, case studies, advisory board
  • Future Vision: Next 12-24 month partnership goals

When to Conduct EBRs

EBRs are typically reserved for:

  • Strategic/enterprise accounts
  • High-value customers (top 10-20%)
  • Accounts with executive sponsors
  • Pre-renewal strategic alignment
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