Library/Account Management & Customer Growth/QBR & Executive Business Review/Build a QBR Deck for Customer Expansion Conversations
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt helps CSMs and AMs build a full QBR presentation deck for customers where the goal is to drive expansion or upsell alongside renewal. It takes the customer's current products, usage metrics, value delivered, and the expansion opportunity, then produces a deck that celebrates wins, benchmarks the customer against peers, demonstrates ROI against the original business case, and introduces the expansion opportunity naturally. Use it when a customer is healthy enough to have an expansion conversation and you need a structured deck to guide the meeting.Expansion QBRs fail most often because the upsell is introduced too early or feels disconnected from the value story — this prompt structures the deck so the expansion conversation emerges from proof of success rather than appearing as a sales pitch grafted onto a review meeting. The six-section deck covers: celebrating wins with metrics and customer stories, ROI delivered versus the original business case, usage benchmarked against similar customers, expansion opportunities introduced in the context of what they haven't yet achieved, relevant product roadmap items, and next-quarter goal alignment. Fill [OUTCOMES ACHIEVED] and [KEY STATS] from your customer data before running the prompt — these are the foundation of the wins and ROI sections, and vague inputs here produce a generic deck that won't land. [WHAT YOU WANT TO UPSELL], [IF APPLICABLE], and [IF EXPANDING USE CASE] shape how the expansion section is framed; distinguish clearly between an additional product, more seats, and a new department use case, because the narrative logic differs for each. Use this prompt for customers at or above expected health and usage thresholds — running an expansion QBR with a customer whose adoption is low will surface the gap in the benchmarking section and undermine the upsell. For a QBR focused on renewal and relationship management rather than expansion, use prompt 0041.The prompt
Create a QBR presentation for this customer. Customer context: ● Company: [CUSTOMER NAME] ● Current ARR: [VALUE] ● Contract renewal: [DATE] ● Primary contact: [NAME, TITLE] ● Executive sponsor: [NAME,
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Variables to replace
CUSTOMER NAME | VALUE | DATE | NAME, TITLE | CURRENT PRODUCTS | KEY STATS | OUTCOMES ACHIEVED | WHAT YOU WANT TO UPSELL | IF APPLICABLE | IF EXPANDING USE CASE
How to run it
- Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
- Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
- Make it yours — run it, keep what's strong, and tighten your inputs on the next pass. The prompt improves with your context.
What good output looks like
Make it yours
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