sendhey turns the QBR deck, account health report, or renewal business case your agent assembled into a gated, tracked link for the customer's champion and stakeholders — so you know it was actually opened before the renewal call, not just sent.
A CSM's agent pulls usage data, support history, and roadmap notes into a QBR or a renewal case; publish it with publish_page and send the link instead of a slide deck the champion has to forward around internally. The same link carries the current version if you update it before the meeting.
Track the link and an aggregate open count tells you whether the QBR landed at all before the meeting. If you need to know it reached the exec sponsor specifically, gate it with a verified email and switch to identified analytics — see tracking who opened your shared reports for the full breakdown of what each mode reveals.
A health report with usage numbers, pricing, or renewal terms shouldn't sit on a fully open link — password or email-gate it the same way you would a proposal, and restrict it to the account's own domain if several stakeholders need in without a shared password.
A QBR format that works tends to repeat quarter over quarter; keep the same link for a recurring account review and republish the updated deck each cycle, or publish a fresh link per quarter if you'd rather keep each QBR's activity separate — both patterns work.
Only with an email gate and identified analytics turned on, tying the open to whichever email address the gate collected. An open link with aggregate analytics gives you a real count, just no name attached to any one open.
Yes — republish an updated deck to the same link every cycle, or start a fresh link per quarter if you'd rather keep each QBR's engagement data separate; either is a normal way to use it.
sendhey doesn't assemble the QBR or write the renewal case — your agent does that; this is the shareable, tracked link around the review it built, not a customer-success platform. It won't pull usage data on its own or manage the rest of the account relationship. See sharing AI-generated work with clients for the general workflow.
Free 14-day Pro trial starts when you publish your first link. No card.
See pricing for plan limits.
Written by Marcel Seibold, founder of sendhey.
About · Privacy · Legal notice · Report illegal content · Terms · DSA