Running your SBR program quarter to quarter

Once you've generated your first Strategic Business Review, the question becomes how to run the program on a cadence — where past reviews live, how you start the next one for a partner, and how you actually use it in the room. This article assumes you already know how a review gets drafted — see "Strategic Business Reviews: the QBR, rebuilt on evidence" for that part — and picks up from there.

Sales → Strategic Business Reviews is your library of every review you've ever built, grouped by quarter with the newest quarter expanded first. Each row shows the partner, a status badge (draft, built, or presented), the period it covers, when it was built, how many pages it runs, and who wrote it. Sales managers and tenant admins get extra filters to see everyone's reviews by owner or status; an Account Executive only sees their own.

There's no calendar or auto-scheduler for SBRs — the cadence comes from you clicking New review each quarter. Pick the partner, and Current starts a fresh draft for that company rather than reopening whatever you built last time, so last quarter's findings don't leak into the new one.

1. 1
   Open the library and click New review

   Sales → Strategic Business Reviews.
2. 2
   Pick the partner

   You're routed straight into a fresh builder for that company's next period.
3. 3
   Draft, check evidence, and edit as usual

   Same generate-and-approve flow as your first review — see "Strategic Business Reviews: the QBR, rebuilt on evidence" for that walkthrough.
4. 4
   Come back later to reopen or edit

   From the library, Open re-launches a built review for presenting; the pencil icon reopens it in the wizard if the substance needs to change. For fixing a sentence or catching the pack up to this week's numbers, you don't need the wizard at all — see the next section.

Two tools keep a built pack fresh between building it and presenting it. First, inline editing: click any sentence on the pack — headings, notes, next steps, custom blocks, the How-you-compare story and its industry-context band, the AI opportunities' value stories — and edit it in place, or ask the AI to rework it. Edited lines carry a subtle dotted underline on screen (never in print) with a one-click revert; numbers and stats aren't editable, by design, so the pack can never contradict its own data. Edits are kept per pack, and only the review's author and sales leadership can make them.

Second, Refresh data — on the pack, next to Live mode and Print. It re-pulls the live numbers and rebuilds the pack in place, keeping your picks, your edited text, your custom sections, and your conversation choices (trend cuts recalculate). The status badge steps back from Presented to Built, because the partner hasn't seen the new numbers yet.

A built review can go two ways, and it's the same content either way — literally. Live mode mirrors the printed pack slide for slide: every section that prints gets exactly one slide, in the same order, so nothing in the leave-behind goes missing in the room. It's a full-screen, dark presentation you drive with the arrow keys — built for the meeting itself. Print produces a branded, letter-format PDF for anyone who wants a leave-behind. Use Live mode in the room; use Print for anyone who couldn't attend or wants a copy afterward.

Every review ends with a short list of open decisions meant to be talked through and checked off live, in the room, with the partner. It's printed on the page as something to work through together, not a task tracker — so if an action item needs real follow-up after the meeting, capture it the way you'd track any other commitment: as a task or a note on the company record, so it's visible before you build the next quarter's review.