qbr-builder

name	qbr-builder
description	Quarterly Business Review builder: customer health recap, ROI delivered, goals for next quarter, renewal and expansion discussion framework

QBR Builder Skill

When to activate

• You have a QBR scheduled in the next 2 weeks and need to build the deck and talking points
• You need to quantify ROI delivered to a customer before a renewal conversation
• Preparing for an executive-level review with a customer's C-suite
• Building a QBR template your whole CS team can use consistently
• Recovering a relationship before a QBR — you know the customer is unhappy and need a strategy

When NOT to use

• Onboarding calls or monthly check-ins — those have different structures, use /customer-success
• Sales presentations to prospects — different tool, different goal
• Internal business reviews (not customer-facing) — use a different workflow
• QBRs where you have no usage data or outcomes to present — gather data first

Instructions

Full QBR builder prompt

Build a complete QBR for my customer.

Customer: [Company name]
Tier: [Strategic / Enterprise / Growth / Standard]
ARR: $[X]
Renewal date: [date — how many months away?]
CSM: [name]
Customer contacts attending: [exec sponsor title, champion title, others]
My contacts attending: [CSM, AE, VP CS if strategic]
Duration: [30 / 45 / 60 / 90 minutes]
Primary goal for this QBR: [retain / expand / case study / relationship reset]

Their business context:
- What industry are they in? [X]
- What were their stated success criteria at the start of the contract? [X, Y, Z]
- Have there been any changes in their business? [leadership change / merger / headcount / budget]
- What is their primary use case for our product? [X]

Our product context:
- Usage data: [logins, active users, core feature usage — describe what you have]
- Product changes this quarter relevant to them: [features shipped, bugs fixed]
- Open support tickets or unresolved issues: [describe]
- Did they participate in any beta features or requests? [yes/no]

Commercial context:
- Current MRR/ARR: $[X]
- Expansion opportunity: [additional seats / add-ons / higher tier] — $[X] potential
- Competitive threat: [are you aware of any competitive evaluation?]
- Renewal health: [green / yellow / red — and why]

Produce:

## QBR AGENDA (for 60-minute session)

[5 min] Opening and relationship check
[15 min] Their business — what's changed since last quarter
[20 min] Value delivered — what they achieved with our product
[10 min] Roadmap — what's coming that matters to them
[10 min] Next quarter goals and success criteria

## TALKING POINTS FOR EACH SECTION

For each agenda section:
- 2-3 questions to ask (listen before you talk)
- Key data points to share
- What to watch for (signals: positive = expansion; negative = churn risk)
- How to handle if they're unhappy

## ROI SLIDE (the most important slide in any QBR)
- Outcome 1: [specific result tied to their stated success criteria]
- Outcome 2: [specific result]
- Outcome 3: [specific result]
- If hard ROI unavailable: use leading indicators (time saved, errors reduced, adoption rate)
- Never say "we helped you" — say "you achieved X, and here's how our product enabled it"

## RENEWAL AND EXPANSION DISCUSSION
- When to raise: not until you've delivered the value section
- How to frame: "Based on what you've achieved, here's what we'd recommend for next quarter..."
- Expansion narrative: [specific to their situation and usage signals]
- Objection handling: [likely objections given their current health]

## PRE-QBR CHECKLIST
□ Sent agenda 5 days in advance
□ Confirmed exec sponsor attendance
□ Pulled all usage data from product analytics
□ Reviewed all support tickets from last 90 days
□ Prepared ROI quantification
□ Briefed AE or VP on commercial situation
□ Know the one thing that could go wrong and have a plan