Quarterly Business Review (QBR)

Structure impactful QBR presentations that strengthen customer relationships.

Prompt Template

Create QBR content for:

**Customer:**
- Company: [Name]
- Industry: [Sector]
- Account Size: [ARR/Spend]
- Relationship Length: [Time as customer]

**Account Health:**
- Adoption Level: [High/Medium/Low]
- Key Metrics: [Usage, results achieved]
- Challenges: [Any issues]
- Expansion Opportunity: [Upsell potential]

**Attendees:** [Who will be there]
**Meeting Length:** [30/45/60 minutes]

Generate:
1. Agenda
2. Executive summary slide
3. Results/ROI section
4. Product roadmap highlights
5. Recommendations and next steps
6. Discussion questions

QBR Structure

1. Welcome & Agenda (5 min)

• Meeting objectives
• Agenda overview
• Introductions if needed

2. Executive Summary (5 min)

• Partnership highlights
• Key wins
• Areas of focus

3. Results Review (15 min)

• KPIs and metrics
• ROI analysis
• Goal progress
• Comparison to benchmarks

4. Product & Support Review (10 min)

• Feature adoption
• Support interactions
• Training completed
• Product roadmap highlights

5. Strategic Discussion (15 min)

• Their business priorities
• How we can support
• Recommendations
• Expansion opportunities

6. Action Items & Next Steps (10 min)

• Summary of agreements
• Owner assignments
• Next meeting schedule

Slide Content Examples

Executive Summary Slide

"Q[X] Partnership Highlights"

✅ [Key achievement 1 with metric]
✅ [Key achievement 2 with metric]
✅ [Key achievement 3 with metric]

Focus for Q[X+1]:
• [Priority 1]
• [Priority 2]

Results Slide

"Your [Product] Impact This Quarter"

Metric	Goal	Actual	Status
[Metric 1]	X	Y	✅
[Metric 2]	X	Y	✅
[Metric 3]	X	Y	⚠️

ROI Highlight:
"Based on [metric], you've realized approximately $[X] in value this quarter."

Recommendations Slide

"Our Recommendations for Q[X+1]"

1. [Recommendation 1]
   Why: [Rationale]
   Expected impact: [Outcome]

2. [Recommendation 2]
   Why: [Rationale]
   Expected impact: [Outcome]