RESOURCES · TEMPLATES
The Quarterly Client Check-In Template
A complete QBR structure — agenda, discussion questions, a health scorecard, renewal risk indicators, and a post-meeting follow-up script — so every client gets a real check-in, not a status update.
What’s Inside
A full meeting agenda plus discussion-question cards organized by section, so the conversation covers goals, results, and friction points instead of drifting into a status recap.
Includes a client health scorecard table and a set of renewal risk indicators, so you can turn a qualitative conversation into a comparable number you can track quarter over quarter.
Also includes a post-meeting follow-up email script to close the loop and document commitments on both sides.
Never Miss a Quarterly Check-In Again
This template gets your team running a consistent QBR by hand. Starward’s Client Onboarding and Sales Pipeline platforms can trigger the check-in cadence automatically off your client list, so retention stops depending on memory.