A quarterly business review (QBR) is an opportunity for your business to reflect on customer relationships and move your partnership forward. QBRs can be especially valuable in logistics to help 3PLs reduce churn and boost sales enablement. Through a combination of presentation and collaborative discussion, your QBR should review what’s working, outline goals for the next quarter, and explain how you plan to accomplish those goals.

Review the previous quarter

Start out your presentation by discussing the current status of your partnership as a freight forwarder. Discuss takeaways from the previous quarter, including qualitative insights and KPIs. Touch on what’s going well, what can be improved, and the numbers behind your findings.

Discuss the customer’s needs

Take advantage of the opportunity to gather insights from your QBR. Feel free to ask questions about your customer’s perspective, what they’d like to see improved on your end, and what they’d like to accomplish in the next quarter.

Outline upcoming goals

Go over joint goals that you’ve outlined for your business and customer to accomplish over the next quarter. Ideally, these items should align with conversations you’ve had with your partner over the previous quarter. Include details, timelines, and measurable ways to track success.