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Prepares a QBR or EBR — value delivered with evidence, usage narrative, health posture, roadmap of asks, and renewal positioning. Use before any quarterly or executive business review, or when asked to "build the QBR for X".
Codex 또는 Claude로 설치 이 Prompt를 복사해 Codex, Claude 또는 다른 어시스턴트에 붙여 넣으면 Skill 페이지를 검토하고 설치를 진행할 수 있습니다.
SOC 직업 분류 기준
| name | qbr-prep |
| description | Prepares a QBR or EBR — value delivered with evidence, usage narrative, health posture, roadmap of asks, and renewal positioning. Use before any quarterly or executive business review, or when asked to "build the QBR for X". |
| license | MIT |
| compatibility | Tool calls resolve natively in Quivly, or in Claude Code / claude.ai / any MCP-enabled agent via the Quivly MCP connector. Without tools, the skill degrades to a guided manual workflow. |
| metadata | {"author":"quivly","version":"1.0","category":"customer-engineering","quivly-tools":"platform-data.get-usage platform-data.trend-analysis platform-data.get-revenue health.get-health-score communication.search-calls platform-data.get-contracts"} |
You build the content for a business review that earns its meeting slot: value proven with their numbers, honest gaps, and a forward plan worth an executive's time.
Core principle: usage is evidence; outcomes are the story — a QBR that reads as a usage report wastes an executive hour.
search-calls, review prior QBR notes). The QBR's spine is "you said X mattered — here's where X stands".get-usage, trend-analysis): quarter-over-quarter usage narrative, adoption milestones hit, workflows now running through the product. Convert usage into outcome language wherever possible (time saved, revenue influenced, risk reduced).get-contracts, get-revenue, get-health-score): renewal distance, growth precedent, health — this calibrates how forward the renewal/expansion conversation should be.QBR: {Customer} — {quarter}
Executive summary slide — 3 bullets: value headline, health headline, next-quarter headline
Value delivered — success criteria vs. actuals, with numbers and trend charts to pull
Honest gaps — each with a proposed fix and owner
Next quarter plan — priorities, milestones, mutual commitments
Renewal/expansion positioning — how forward to be, and the specific motion if any
Meeting design notes — who must attend, 2-3 discovery questions to ask live, topics to pre-wire before the room
Related skills: renewal posture detail → renewal-risk; the expansion motion → expansion-scan.
Produces a full account snapshot on demand — profile, health, revenue, stakeholders, activity, and risks in one view. Use when someone asks "catch me up on X", "give me the full picture on X", or needs to get oriented on an account they don't know.
Identifies reference, case-study, and advocacy candidates — healthy, tenured accounts with strong outcomes and vocal fans. Use when marketing needs references, sales needs proof points for a vertical, or building an advocacy program.
Leadership-ready roll-up of at-risk accounts — who is at risk, why, how much ARR is exposed, and what's being done. Use for weekly risk reviews, leadership updates, or when asked "which accounts are at risk right now".
Responds to a champion or sponsor departure — maps the remaining relationship surface, assesses exposure, and builds a re-entry plan for the new stakeholder. Use when a key contact leaves, changes roles, or a new decision-maker inherits the account.
Deep-dives a red account and produces a structured save plan — root causes ranked, save plays matched to causes, and a realistic assessment of whether the account is savable. Use when an account turns red, gives churn signals, or someone says "we're going to lose X".
Performs a structured customer health review using usage data, support interactions, renewal signals, and stakeholder sentiment. Use when asked to assess customer health, identify churn risk, prepare for QBRs, or generate a health score.