Customer Success Workflow Tool
Turn account data into a strategic customer story.
Organize adoption, progress, outcomes, risks, and next-quarter priorities into an executive-ready Quarterly Business Review dashboard.
Built by Maximilian Goddard to help QBRs move beyond activity reporting.
Account Profile
The customer organization under review.
Helps frame the business context.
Annual recurring value, as you report it internally.
Who is presenting this review.
Options update automatically from today's date.
A date or a plain description such as 'Next quarter'.
The senior stakeholder backing the account.
Adoption and Usage
Whole number, minimum 0.
Whole number, minimum 0.
Whole number, minimum 0. A raw count only.
Enter an aggregate NPS from -100 to 100, or leave blank if it was not collected.
Goals and Outcomes
The outcome the customer set out to achieve.
Where things actually stand today.
Only results that genuinely happened.
Risks and Context
Blockers, dependencies, or relationship concerns.
Renewal timing, sponsor changes, organizational shifts.
Next-Quarter Priorities
What must be true by the end of next quarter.
What you need the customer to own.