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quarterly-business-review

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Mis à jour19 juillet 2026 à 00:57

Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.

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ever-works

ever-works/orgs

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Métiers associésSOC

Basé sur la classification professionnelle SOC

Analystes en études de marché et spécialistes en marketingProfessions des affaires et des opérations financières·SOC 13-1161

SKILL.md

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name	quarterly-business-review
description	Use when preparing the quarterly review a client account faces — to report results against the objective honestly, read what worked, and set what the next quarter buys.

Quarterly Business Review

Run this once a quarter for every account that matters. The QBR is where the agency earns its renewal: it leads with results against the promise, tells the truth about what did not work, and turns the page to the next quarter with a plan the client can buy.

Steps

Open with the scoreboard. The objectives set last quarter and the actual result against each — hit, missed, or partial. No preamble; the client came for this.
Be honest about the misses. For anything below target, one straight sentence on why and what changed as a result. A hidden miss costs more trust than an owned one.
Show the work behind the numbers. The campaigns, creative, and spend that drove the results — briefly, tied to outcomes, not a highlight reel.
Read the account. Where the relationship and the results are trending, and the one risk or opportunity worth the client's attention.
Propose the next quarter. The objective, the plan, and what it costs — framed as what this buys, not what it spends. Tie any growth or scope change back to the SOW.
Land three decisions. End with the specific things you need the client to decide today, each with an owner and a date.

Quality bar

Results lead; the deck opens on the scoreboard, not the agency logo.
Every objective shows an actual number against its target.
At least one honest miss is named and owned.
The next-quarter ask is priced and tied to a stated objective.

Output format

ACCOUNT: <name>   QUARTER: <Qn YYYY>   PREPARED BY: <account team>
SCOREBOARD:
  <objective> — target <x> / actual <y> — <hit/miss/partial>
WHAT WORKED: <bulleted, tied to outcomes>
WHAT MISSED: <miss — why — what changed>
TREND: <relationship + results read, 1-2 sentences>
NEXT QUARTER: <objective> — <plan> — <price / what it buys>
DECISIONS NEEDED: <decision — owner — date, up to three>

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Quarterly Business Review

Steps

Open with the scoreboard. The objectives set last quarter and the actual result against each — hit, missed, or partial. No preamble; the client came for this.

Be honest about the misses. For anything below target, one straight sentence on why and what changed as a result. A hidden miss costs more trust than an owned one.

Show the work behind the numbers. The campaigns, creative, and spend that drove the results — briefly, tied to outcomes, not a highlight reel.

Read the account. Where the relationship and the results are trending, and the one risk or opportunity worth the client's attention.

Propose the next quarter. The objective, the plan, and what it costs — framed as what this buys, not what it spends. Tie any growth or scope change back to the SOW.

Land three decisions. End with the specific things you need the client to decide today, each with an owner and a date.

Quality bar

Results lead; the deck opens on the scoreboard, not the agency logo.

Every objective shows an actual number against its target.

At least one honest miss is named and owned.

The next-quarter ask is priced and tied to a stated objective.

Output format

ACCOUNT: <name> QUARTER: <Qn YYYY> PREPARED BY: <account team> SCOREBOARD: <objective> — target <x> / actual <y> — <hit/miss/partial> WHAT WORKED: <bulleted, tied to outcomes> WHAT MISSED: <miss — why — what changed> TREND: <relationship + results read, 1-2 sentences> NEXT QUARTER: <objective> — <plan> — <price / what it buys> DECISIONS NEEDED: <decision — owner — date, up to three>