How do I set up quarterly business reviews (QBRs) with our SEO partner?
To set up quarterly business reviews with your SEO partner, schedule regular meetings every three months to assess performance, discuss strategies, and align goals. Prepare an agenda that covers key metrics, achievements, challenges, and future plans. Ensure both parties come prepared to engage in open, constructive dialogue.

Why QBRs Matter for SEO Partnerships
Quarterly business reviews aren’t just another meeting. They’re a chance to take stock of your SEO efforts, ensuring that both you and your SEO partner are on the same page. Think of them as pit stops in a long race. You pause, check everything’s running smoothly, and make adjustments before hitting the road again.
For example, if you’re a SaaS company, your SEO strategy might focus on driving traffic to specific landing pages. A QBR allows you to see if those pages are converting as expected. If not, you can brainstorm new tactics with your SEO partner to improve performance. It’s a collaborative effort to keep things on track.
Steps to a Successful QBR
Setting up a QBR isn’t complicated, but it does require some planning. Here’s how to make it effective:
- Set a Date: Choose a consistent time each quarter. This gives everyone a deadline to work towards.
- Prepare an Agenda: Outline what you’ll discuss. Include key metrics, recent achievements, and any issues needing attention.
- Gather Data: Bring all relevant data to the table. Traffic stats, conversion rates, and keyword rankings are a good start.
- Invite the Right People: Ensure decision-makers and those involved in day-to-day SEO tasks are present.
- Encourage Open Dialogue: Create a space where both sides can speak freely. This is where real progress happens.
After the meeting, follow up with a summary of what was discussed and the next steps. This keeps everyone accountable.

Make QBRs Work for You
Here’s the thing about QBRs: they’re only as good as the effort you put into them. If you’re just going through the motions, you’re missing out on their true value. They should be dynamic, not just a box-ticking exercise.
Don’t be afraid to challenge your SEO partner if something feels off. Maybe the numbers aren’t adding up, or perhaps the strategy feels stale. An honest conversation can lead to fresh insights and innovative solutions. And if you’re looking for a new perspective, consider consulting a search engine optimisation expert.
Remember, QBRs are about partnership. Both you and your SEO partner should leave the meeting with a clear understanding of where you’re headed and how you’re going to get there. It’s a team effort, after all.