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Sales prompt

QBR talking points the customer will read before the meeting

Quarterly business review prep — the doc your champion forwards to their CFO before the call.

Works best in: Claude

Build talking points for a QBR with {{customer name}}.

Inputs:
- Health score + trajectory: {{paste}}
- Usage data over the term: {{paste — adoption, top users, dormant licenses}}
- Outcomes shipped because of us: {{paste with numbers}}
- Open support themes: {{paste}}
- Contract / renewal context: {{date, term, ASP}}

Structure (≤ 1 page):

## Where you are
2 sentences: where the relationship sits vs. where they wanted it 12 months ago.

## What moved this quarter
3 bullets, each with a number. Not "improved engagement" — "monthly active users went from 42 to 67 (60%)."

## What's stuck
The 1–2 things that haven't moved. Be honest. If it's our fault, say so. If it's theirs, frame as "this is what would unlock it."

## What we are proposing for next quarter
2–3 specific commitments with named owners and dates. Skip "deepen the partnership."

## Where we'd like your help
The asks. Limited to 2 max. Specific people, specific actions.

Hard rule: if the customer's outcomes are weak, the QBR is the wrong format. Recommend a different conversation instead.
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qbraccount-managementcustomer-success

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