Based on what buyers actually ask
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QBR Template
A QBR template that writes the quarter's story
The WriteWorks Quarterly business review template covers a full quarter in four slides: a written summary of the headline movement, performance across AI search, Search Console, GA4 and AI crawlers, the competitive position, and what shipped alongside what's queued next.
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Google Search Console
Google Analytics 4
Google Ads
Ahrefs
Semrush
DataForSEO
Firecrawl
Tavily
Exa
Parallel
G2
WordPress
Webflow
Contentful
Sanity
Payload
BaseHub
Framer
Notion
Gamma
v0
Slack
Linear
Atlassian
Monday.com
Granola
Klaviyo
Customer.io
OpenAI Ads
Claude and MCP clients The challenge
Why QBR prep drags on
Many sources, separate delivery notes and a summary written last.
QBR prep takes days
A quarterly business review pulls from every channel. Assembling it means exports from several tools and a deck built from scratch.
Results without delivery
A QBR needs to show what the team shipped and what's planned, not just the metrics. That usually lives in a separate document.
The summary slide is the hardest
The opening slide has to explain a whole quarter in a few paragraphs, and it gets written last, under pressure.
Pages are built for links, not answers
Content written to rank in blue links rarely carries the structure an assistant needs to quote it directly.
The solution
How the QBR template works
Four slides from summary to roadmap.
The first slide pairs the AI visibility KPI row with an executive commentary block written from every figure in the deck.
Visibility, Search Console, GA4 and AI crawler trends side by side, then share of voice, competitor trend and leaderboard.
Published content, content scores and throughput, plus the opportunity backlog by action, so the review ends with a plan.
Customer story
How teams are winning AI search
From invisibility to category dominance across every major answer engine.
“Before WriteWorks, our content landed and disappeared. Now every asset ships citation-ready, gets cited across the engines our buyers ask, and ties back to the loop. It's the first time we've measured AI search as a real channel.”
EM
Capabilities
What's in the QBR
The slides and widgets in the template.
Executive summary slide
AI visibility KPIs with written executive commentary.
Channel performance
AI visibility, Search Console, GA4 and AI crawler trends.
Competitive position
Share of voice, competitor trend and leaderboard.
Delivery and roadmap
Content published, scores, throughput and opportunities.
Quarter date range
Every card scoped to the quarter by default.
Time savings
What changes
From days of prep to a ready deck.
TaskBeforeWith WriteWorksTime saved
Prepare the QBR deckDays of exports and slidesOpen the template on live dataPrep time
Write the quarterly summaryDraft it the night beforeExecutive commentary from the deckWriting time
Send it ahead of the meetingExport and email by handQuarterly schedule with PDFA manual send
Included
What's included
Everything in the QBR template.
Quarterly business review template
Executive commentary summary slide
AI search, Search Console, GA4 and AI crawler trends
Competitive position slide
Content delivery and opportunity backlog
Present mode, PDF and PPTX export
Built for
Who it's for
Anyone running quarterly reviews.
Agencies
A client QBR that shows results and the work behind them.
Heads of marketing
A quarterly business review for leadership and the board.
SEO and content leads
Evidence of what shipped and what it moved.
Featured story
Fhresh
“WriteWorks turned AI search from a black box into our most measurable channel. We can show the board how we're cited, our share of voice, and how sentiment is trending, across every engine.”
Read the full story20+
Markets tracked
Sentiment
Scored on every mention
Board-ready
AI-visibility reporting
FAQ
Frequently asked questions
Everything teams typically ask before getting started.
What is a QBR template?+
A QBR (quarterly business review) template is a ready-made structure for reviewing a quarter's results with leadership or a client. The WriteWorks version is a live deck that fills itself from your data.
What should a marketing QBR include?+
A summary of the quarter, performance by channel, the competitive position, what the team delivered and the plan for next quarter. The WriteWorks QBR template covers each across four slides.
Can I use it for client QBRs?+
Yes. Agencies can duplicate the QBR into each client organisation so it resolves against that client's data, then present it or send it as a PDF.
Can I change the slides?+
Yes. Every slide is editable in the report builder: add widgets, remove ones you don't need or change the date range on any card.
Explore more
Keep exploring
Related solutions, adjacent use cases, and platform features.
Walk into your next QBR with the deck already built
A quarterly business review across AI search, search, analytics and content, with the summary written for you.