EBR Management

Value of This Blueprint

Executive Business Reviews are one of the most impactful touch-points in the customer lifecycle. They’re opportunities to reinforce value, align on goals, and identify expansion. But too often, EBRs are time-consuming to prepare and inconsistent in execution.

This Blueprint gives your team a complete EBR workflow in Vitally. It includes every asset needed to standardize the process, from project tracking and dashboards to templates, emails, and goal-setting tools. Teams can focus on insights and storytelling rather than spending hours gathering data or reinventing the format.

With everything pre-built, teams only need to customize lightly for their unique EBR cadence and customer needs.

High-Level Strategy

This Blueprint creates a unified EBR process within Vitally, enabling teams to:

• Plan, schedule, and manage EBRs as structured projects
• Automate prep work and reminders using calendar and task views
• Collect insights via survey and note templates
• Track progress and success metrics across goals and dashboards
• Centralize all EBR materials in one easy-to-navigate workspace

The EBR Blueprint helps teams deliver consistent, high-impact reviews without the operational overhead.

Technical Guidance

Activate when you’re ready to track and automate EBRs in Vitally

• Required: Connect Email
• Core Needs: Accounts integrated
• Recommended Setup: Lifecycle Tracking set & product events integrated

What’s Included in This Blueprint

Hubs & Views

• Reviews Hub
• EBR Dashboard
• EBR Board
• EBR Calendar

Additional Assets

• EBR Project
• EBR Process Playbook
• EBR Survey Playbook
• EBR Properties
• EBR Note
• EBR Email
• Review Segment
• Review Doc
• Quarterly Expansion Goal