OBR (onboarding business review) Invite.

The OBR (Onboarding Business Review) template is a milestone celebration marking the completion of the onboarding process. It includes a summary of key performance indicators (KPIs) achieved during onboarding and sets the focus on upcoming KPIs for the next few months. This email serves as a valuable touchpoint to ensure alignment, address concerns, and foster ongoing collaboration between your company and the client.

Contributed by:
Hila Yerushalmy

Email templates

Hila Yerushalmy is an experienced success manger at Panorays with 8 years of leadership experience. She excels in understanding customer needs, driving strategic planning, and resolving issues. Hila's feedback programs have led to product improvements and increased customer loyalty.

Get the Template

By submitting your information to our website you agree to the terms outlined in our privacy notice.

OBR (onboarding business review) Invite.

Thank you!

download nowI’m ready
Oops! Something went wrong while submitting the form.


Churn aftermath meeting template

Contributed by: Natalie (Tomashov) Andronov

Natalie Andronov is a CS Operations professional with over a decade of experience in Customer Relations, Customer Success, and Operations. With a background as both a CS leader and individual contributor, Natalie is dedicated to building and optimizing processes and implementing data-driven strategies.

Natalie (Tomashov) Andronov
Internal meetings
Account Health Tracker Template

Contributed by: Anupriya Khemka

Anupriya is an experienced Customer Success Manager at Jio Haptik with over 7 years of experience in various industries, including ed-tech and policy impact evaluation. She is passionate about building data-driven customer success teams and cultivating strong client relationships.

Anupriya Khemka
Processes & programs