Free Resources
Free account health & QBR templates for B2B teams
7 Excel templates for account health scoring, QBR preparation, and recovery planning. No email required. Instant download.
Works in Excel and Google Sheets · .xlsx format · No registration
Core templates — any industry
Free download
Account Health Scorecard
10 configurable signal categories with auto-weighted score and portfolio dashboard. Use as your starting point for any B2B key account.
Free download
QBR Preparation & Follow-up Kit
Pre-QBR data checklist, meeting record template, and action plan tracker with auto-summary. Everything you need to prepare, run, and close out a quarterly business review.
Free download
Account Recovery CAPA Template
Structured corrective action plan with trigger documentation, root cause section, milestone tracking with progress %, and a closure record. For accounts that go at risk.
Industry-specific scorecards
Same 4-tab structure, pre-configured signal weights for your industry. Download the one that matches your account type.
Logistics & Freight
Logistics Account Health Scorecard
Signals: OTD, claims rate, capacity commitment, invoice accuracy, CSAT/NPS, contract utilisation, rate competitiveness, operational visibility, strategic alignment
IT & Managed Services
IT Services Account Health Scorecard
Signals: SLA compliance, uptime, incident trend, P1/P2 response time, CSAT/NPS, contract utilisation, proactive comms, scope alignment, security & compliance posture
Professional Services
Professional Services Account Health Scorecard
Signals: project delivery, scope alignment, consultant satisfaction, invoice accuracy, CSAT/NPS, retainer utilisation, knowledge transfer, executive sponsorship, strategic alignment
Manufacturing & Distribution
Manufacturing Account Health Scorecard
Signals: OTD, defect rate, order accuracy, forecast accuracy, capacity utilisation, invoice accuracy, CSAT/NPS, regulatory & compliance alignment, responsiveness, strategic alignment
When the spreadsheet stops scaling, EvaluationsHub starts.
The templates are the manual version. EvaluationsHub connects to your CRM, ITSM, and ERP, keeps scores current, runs structured QBRs, and triggers recovery workflows automatically. Start with a 30-day pilot on 10 of your accounts. Month-to-month, 30-day money-back.
About these templates
Do I need to give my email to download?
No. All 7 templates are direct downloads. No registration, no email, no follow-up sequence.
Do they work in Google Sheets?
Yes. Open Google Sheets, go to File → Import, and upload the .xlsx file. Formulas and the weighted score calculation carry over cleanly.
Can I change the signal weights?
Yes. Each scorecard uses a weights table you can edit directly. The weighted health score recalculates automatically.
How is EvaluationsHub different from using these templates?
The templates give you a structured methodology. EvaluationsHub automates the data-gathering, keeps scores current from your operational systems, runs structured QBRs with pre-populated data, and tracks corrective action plans through to closure. The templates are the manual version of the same process.
How many accounts can I manage with the templates?
The templates work well for portfolios up to 10–15 key accounts. Beyond that, the manual data-gathering process typically becomes the constraint. The QBR prep cost calculator shows what that costs your team in salary terms.