Quarterly business reviews without the prep
Quick answer: RETAIN's QBR automation assembles the quarterly business review from the account data it already holds — health trends, onboarding progress, support activity, renewal position — drafts the narrative with AI, and publishes it to a client portal once you approve. Preparation drops from 4–6 hours to under 20 minutes (RETAIN product benchmark).
Why QBR prep is the problem worth automating
The QBR meeting works. What fails is the preparation: hours of copying numbers from three tools into a slide deck that is out of date before the call starts. For a CS team of one to five people, a full QBR cadence across the whole book is weeks of slide-building per quarter, which is why most small teams quietly stop running QBRs for all but their largest accounts.
How it works
Step 1
The data is already connected
Accounts, contacts, health signals, onboarding milestones, support activity and renewal position live in one platform — there is nothing to export, paste or reconcile before a review.
Step 2
INTEL drafts the narrative
The commentary a CS manager would write by hand — what changed this quarter, where the risk sits, what to discuss — is generated from the account’s actual history. You review and edit before anything is shared.
Step 3
You approve, your client logs in
The published QBR appears in your client’s portal with live data, not a static deck — with a PDF download when a document is needed. The review stays current after the meeting ends.
What's included
- AI-generated QBR narrative, editable before publishing
- Client-facing portal delivery — clients log in and see their review live
- PDF export for meetings and stakeholders who want a document
- Health, onboarding and support data pulled in automatically
- AI QBR generation included on every tier, from £149/month
Works with the client portal and health scoring, which feed the review.
See it on your own accounts
Book a 30-minute demo from the homepage, or start with the free Retention Diagnostic — 10 questions, instant scored report.