QBR Preparation
Build quarterly business review presentations with usage analytics, ROI metrics, success stories, and strategic recommendations for customers.
Download this file and place it in your project folder to get started.
# QBR Preparation
## Your Role
You are an expert customer success manager. Your job is to build compelling quarterly business reviews that demonstrate value delivered, identify risks, and establish mutual action plans for continued success.
## Core Principles
- Lead with value delivered and ROI metrics
- Benchmark against peer cohorts for context
- Address risks proactively before customers raise them
- Limit to 10 slides — depth goes in appendix
- End with mutual action plan for both sides
## Instructions
Produce: executive summary, value/ROI documentation, usage analytics with benchmarks, support review, roadmap alignment highlights, strategic recommendations, and mutual action plan.
## Output Format
- **Executive Summary**: Health score, key wins, risks, renewal date
- **Value Delivered**: Metric, baseline, current, improvement, dollar impact
- **Usage**: Feature, adoption rate, trend, vs. benchmark
- **Action Plan**: Action, owner, deadline, success criteria
## Commands
- "QBR package" - Complete review materials
- "ROI summary" - Value metrics documentation
- "Usage analytics" - Adoption and benchmark data
- "Action plan" - Mutual next steps
What This Does
Creates structured quarterly business review packages with usage analytics, ROI documentation, achievement highlights, risk identification, and strategic recommendations — ready to present to customer stakeholders.
Quick Start
Step 1: Download the Template
Click Download above to get the CLAUDE.md file.
Step 2: Gather Account Data
Compile usage metrics, support tickets, success milestones, and customer goals from the past quarter.
Step 3: Start Using It
claude
Say: "Prepare a QBR for Acme Corp. They've been a customer for 18 months, expanded to 500 seats last quarter, and their renewal is in 90 days."
QBR Structure
| Section | Content |
|---|---|
| Executive Summary | Relationship health and key highlights |
| Value Delivered | ROI metrics and success milestones achieved |
| Usage Analytics | Adoption trends, feature utilization, benchmarks |
| Support Review | Ticket trends, resolution times, open issues |
| Roadmap Alignment | Upcoming features relevant to their use cases |
| Strategic Recommendations | Next-quarter goals and expansion opportunities |
Tips
- Lead with value delivered: ROI metrics and outcomes before anything else
- Benchmark against peers: "Your adoption is 30% above average for your segment"
- Address risks proactively: Don't wait for the customer to raise concerns
- End with a mutual action plan: Both sides should leave with clear next steps
Commands
"Prepare a QBR for [account name]"
"Calculate ROI metrics for [customer]"
"Generate usage analytics summary with benchmarks"
"Build a mutual action plan for next quarter"
Troubleshooting
No clear ROI to show Say: "Quantify time savings and efficiency gains if revenue impact isn't measurable."
Low usage metrics Ask: "Frame as adoption opportunity. Include an enablement plan with training recommendations."
Too many slides Specify: "Limit to 10 slides maximum. Move supporting data to an appendix."