qbr-plan

name

qbr-plan

description

Prepare a complete Quarterly Business Review package from the quarter's campaign data: a performance scorecard of goals vs actuals vs benchmarks, top-3 wins with attribution stories, underperformance root-cause analysis, ROI and budget-efficiency breakdowns, 3-5 strategic recommendations, upsell business cases, a next-quarter roadmap, action items with owners, and an account health score. Triggers on "/digital-marketing-pro:qbr-plan", "prepare the QBR", "build the quarterly review for this client", "quarterly business review deck", "summarize the quarter for the client meeting". Reads the brand profile, guidelines, custom templates, and agency SOPs; works from campaign data the user supplies and structures the presentation content — it does not pull live platform metrics itself.

/digital-marketing-pro:qbr-plan

Purpose

Prepare a comprehensive Quarterly Business Review presentation with performance retrospective, strategic insights, and forward-looking roadmap. Translates raw campaign data into a compelling narrative that demonstrates value, addresses challenges transparently, and builds confidence in the next quarter's strategy.

Input Required

The user must provide (or will be prompted for):

• Quarter being reviewed: Specific quarter and year (e.g., Q4 2025) and the exact date range covered
• Active campaigns and channels: All campaigns that ran during the quarter with channels, objectives, and status (active, paused, completed)
• Goals vs actual results: Original quarterly targets and actual performance for each KPI — traffic, leads, conversions, revenue, ROAS, etc.
• Budget vs actual spend: Planned budget allocation by channel and actual spend with variance explanations
• Key wins and challenges: Notable successes worth highlighting and obstacles encountered with impact assessment
• Next quarter objectives: Business goals and marketing priorities already identified for the upcoming quarter