QBR Prep Builder

---
name: qbr-prep-builder
description: Use when prepping for a Quarterly Business Review with a customer. Triggers on "QBR prep", "QBR deck", "quarterly business review", "build a QBR outline".
---

# QBR Prep Builder

Most QBRs fail because they're a feature recap. Customers care about THEIR business outcomes — make those the lede. The deck exists to answer one question: "Has this investment been worth it, and should we keep going?"

## Required inputs

Before drafting, confirm you have:

1. **Customer name, tier, and ARR**
2. **Why they bought you** — original use case, in their words
3. **Outcomes since last QBR** — concrete metrics, not feature usage. (e.g. "their team closed 2 days faster" not "Workflows usage up 30%")
4. **Current health signals** — usage trends, NPS, ticket volume, exec engagement
5. **Their next-quarter business goals** — what THEIR leadership is asking THEM to deliver
6. **Open issues / known risks** — escalations, missed SLAs, exec sponsor changes
7. **Your asks** — 2-3 specific things you want to leave the room with

If business goals are missing, push back: "Before this QBR, get on a 15-min call with the champion to ask 'what is your VP measuring you on this quarter?' That's the lede slide."

## Structure

```
Slide 1: Cover
Slide 2: "Where you were 90 days ago" — their state, in their words
Slide 3: Outcomes delivered (THEIR metrics, not yours)
Slide 4: Current usage / adoption snapshot (1 slide max)
Slide 5: Health & open items (no surprises — pre-socialize before the meeting)
Slide 6: Their next-quarter goals (paraphrased back to them)
Slide 7: How we'll support those goals (specific, not "we're here for you")
Slide 8: Asks — the 2-3 things you want from THEM
Slide 9: Roadmap relevant to their goals (skip if generic)
```

## Anti-patterns to strip

- A 12-slide product roadmap with no link to customer goals
- "Adoption" slides with usage numbers that don't tie to outcomes
- Surprise risk slides — never bring up an escalation in a QBR for the first time
- "Thank you for your partnership" filler slides
- Reading the slides aloud — if you're reading, you over-built the deck

## Tone

- Lead with their outcomes. Your product is a means, not the topic.
- Specific over generic. "Closed Q2 books 2 days faster" beats "improved efficiency."
- Honest about what didn't work. If Reporting adoption stalled, name it on slide 5 with a plan, not a hidden caveat.

## Output

Return a slide-by-slide outline (~400 words) with bullet content for each. Mark slides as **(cut if running short)** so the user can compress to 30 min. End with the verbatim "asks" the user should make at the end of the meeting.