Illustration of desktop and laptop computers.

Only on desktop

We’ll email you the link to add these shortcuts. ✉️💨

Email sent! Check your inbox on desktop. 📬
Oops! Something went wrong while submitting the form.
Email sent!
Please provide an email.

5 Streamlined Sales QBR Templates

Leverage Magical to conduct efficient and effective Quarterly Business Reviews.
Download the pack

Magical for qbr

LinkedIn iconFacebook icon

Quarterly Business Reviews (QBRs) are pivotal in the sales process, providing an opportunity to assess performance, strategize for the future, and strengthen client relationships. To assist sales professionals in conducting productive QBRs, we offer a set of streamlined templates that facilitate clear communication, comprehensive analysis, and actionable planning. These templates are designed to cater to diverse industries and client profiles, ensuring adaptability and relevance.

What templates are included in this qbr pack?

QBR Agenda Template

This template provides a structured agenda for the QBR, ensuring all key points are covered and the meeting is productive.

QBR Follow-Up Template

This template serves as a follow-up after the QBR, summarizing the key points discussed, confirming the action plan, and expressing appreciation for the client's time and input.

QBR Invitation Template

This template serves as an invitation to your client for the upcoming QBR. It sets the tone for the meeting, outlines the agenda, and emphasizes the mutual benefits of the review.

QBR Performance Review Template

This template facilitates a comprehensive review of the past quarter's performance, highlighting successes, learning from challenges, and setting the stage for future planning.

QBR Planning Template

This template guides the planning process for the upcoming quarter, setting clear objectives, defining strategies, and aligning expectations.

More packs

Coming soon!

How can you personalize your qbr templates?

Magical allows you to personalize these templates with your recipients information like

First name
Company name
And move more types of information by creating your own custom labels.

How to use Sales prospecting templates

With Magical, you can save any text you type repetitively as a template in Magical and expand the template automatically when you work. Download our Sales prospecting templates to get these templates out of the box.

Download template pack

What is Magical?

Magical is a productivity app that automates your soul-crushing tasks so you can do the work that gets you promoted and still have time to take a break. With Magical, use AI to speed through repetitive tasks like messaging or data entry anywhere on the web —no fancy set-up required. Add Magical to your browser - it’s free.

Install Magical
No items found.

“Magical has made my job significantly easier. I use it daily. Seriously this is a MUST HAVE for any recruiter's toolkit.”

Stefanie Tamsey
Senior Corporate Recuiter at

“With Magical, there’s a much better chance of me getting through my tasks. It cuts down on the stress you experience.”

Emily Stewart
Customer Success Expert at

“Magical is transformative in the sales world. You can have everyone using consistent, approved messages.”

Eric Bryan
Business Operations at
Rupa Health

Ready to save time with Magical?

Add to Chrome – it's free
Chrome Store · 4.6 stars · 2,620+ reviews