Customer Success QBR

Account health review: adoption, support, value delivered, and renewal opportunities.

A complete 10-slide sample deck. The companies and figures in it are invented — slide-deck.io writes the same structure around your own topic, your brand colours and your data, and exports it as an editable .pptx.

Use this template

1
This deck is for them, about them. Nothing on it should be about us except where it explains their results.
2
Open with their goals in their words. It signals that this is a review of their outcomes, not a product update.
3
Name the miss on the same slide as the wins. If they find it themselves, the rest of the deck gets read sceptically.
4
The curve is flattening around 2.3%. That plateau is the subject of the recommendation later in this deck.
5
The correlation is almost perfect. The two coastal sites are the entire gap between 2.3% and the 2% target.
6
Three of these four are fixable inside a quarter. Present them that way rather than as an explanation for the miss.
7
Ask for their four commitments explicitly and get verbal agreement in the room. This is the working part of the meeting.
8
Keep this short. It is the product-update slide and the executives in the room care least about it.
9
Raise the renewal timing here, calmly and early. Doing it now avoids the conversation feeling transactional in May.
10
Send this slide as the follow-up within 24 hours. That single habit is what makes the next review easy.

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