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The title slide and first slides of the Agency Client QBR template

Agency Client QBR

Presentation template for Google Slides and PowerPoint

Make a copy in Google Slides
Price
Free
Slides
12
Style
Modern
Difficulty
Beginner
Updated
November 6, 2026

Every slide (12)

Overview

A good quarterly review proves value, admits misses and agrees what happens next, with time left for the client to talk. This deck follows that order: headline results, channel detail, four campaigns, spend against the retainer, learnings with a decision needed and a dated plan for the next quarter.

The sample follows Larkspur Solutions reviewing Q1 2027 for Oakhaven Provisions: $424k of attributed revenue at a 4.6x return on $92.4k of spend, 2.7% over a $90k retainer budget. Replace the client, quarter, channels, figures, owners and dates with your own.

Useful for

  • A quarterly review call where the client's marketing director sees results and the plan together
  • An account lead asking the client to approve a budget shift before the next quarter starts
  • A renewal conversation that opens with value delivered and spend within the agreed variance

What's included

  • Cover and a results slide with revenue, return on spend and change on last quarter
  • A channel mix chart with insights, then four campaign cards and a what-changed slide
  • A spend slide and chart that show the variance against the retainer
  • Learnings with four findings, a decision note and an owners slide
  • A next-quarter timeline with five dated steps
  • A guide slide and a closing slide with the account team's contacts

How to use it

  1. 1

    Click Make a copy in Google Slides, then confirm on the Google page. The copy is saved to your own Google Drive.

  2. 2

    Replace the client name, quarter and the three headline results with your own, and keep a comparison with the last quarter.

  3. 3

    Update the channel mix, the four campaign cards and the spend figures so that revenue and spend add up to your totals.

  4. 4

    Rewrite the learnings, name the decision you need, and give every action an owner and a date.

  5. 5

    Delete the guide slide, then share the deck with your client or present it at the review.

What you need

Requirements

  • A Google account with access to Google Slides

Works with

  • Google Slides
  • Microsoft PowerPoint (File → Download → .pptx)

Questions

Is this agency QBR template free?

Yes. It is a free Google Slides template. Make a copy to your own Google Drive and change the client, figures, charts and dates for your own review.

Can I use it for a client who pays a retainer without media spend?

Yes. Relabel the spend slides as hours or deliverables against the retainer and keep the variance so the client sees whether you stayed within the agreed limit.

Are Larkspur Solutions and the figures real?

No. Larkspur Solutions, Oakhaven Provisions, the people and every figure are fictional sample content. Replace them with your own before sharing.

  • #qbr-template
  • #quarterly-business-review
  • #agency-report
  • #client-review
  • #marketing-report
  • #retainer
  • #google-slides
  • #roas

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