EBR Project

Value of This Blueprint

Executive Business Reviews (EBRs) are one of the most important ways Customer Success teams demonstrate the value they deliver — both to day-to-day champions and to executive stakeholders. This blueprint helps teams run EBRs with precision, ensuring every review is well-structured, well-communicated, and clearly connected to customer outcomes.

High-Level Strategy

This blueprint provides a project framework that enables CS teams to manage the full EBR process efficiently and consistently:

• Guides teams through pre-, during-, and post-EBR workflows
• Ensures cross-functional preparation and alignment before meetings
• Standardizes how outcomes, next steps, and follow-ups are captured
• Helps illustrate delivered and ongoing value to decision-makers

Technical Guidance

This blueprint uses a project template — no prerequisites required. For best results, ensure your EBR process is well-defined and that core integrations and CS processes (like account ownership and activity tracking) are already in place.

What’s Included in This Blueprint

• EBR Project Template