I joined Mural’s revenue team back in 2022 because I wanted to work in Mural every day. Truly, our sales team and customer success managers use Mural for everything: team meetings, customer journey mapping, deal qualification, enablement…and quarterly business reviews.
Alex Ticas, AVP of Enterprise Partnerships at Mural, agreed to share his best practices for Mural’s quarterly business review template. Our template can be used for:
- External QBRs: Run engaging, interactive meetings with customers. Showcase the value sales reps and customer success have added to their business, and discuss plans for the upcoming quarter.
- Internal QBRs: Give sellers a structured opportunity to reflect on their business, get strategic input, and align on key deals and challenges. Leadership and stakeholders get a high-level overview of team performance and offer strategic direction.
Related: Quarterly business reviews: The definitive guide and best practices
How to use Mural’s template for internal QBRs
Mural transforms one-sided presentations to become more interactive and engaging conversations. Plus, running a visual collaboration session for critical meetings with leadership and stakeholders will help your team uncover insights, and establish your team as trusted advisors.
Watch the video below to understand how Alex and his sales team use the QBR template for internal QBRs. He shares tips for tailoring the template, and adding elements like links, images, icons, and more to bring your QBR to life.
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Elevate sales team performance with better QBRs
Use our quarterly business review template to build deeper customer relationships and elevate your sales team’s performance. Then boost engagement even more with our built-in features:
- Use the Timer, Laser pointer, or Voting to increase customer and stakeholder engagement
- Easily navigate between presentations and discussions with Presentation mode and the Outline feature
- Quickly synthesize ideas and insights with Mural AI live with your customers

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