Library/Account Management & Customer Growth/QBR & Executive Business Review/Create a QBR or Check-In Meeting Agenda
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Create a QBR or Check-In Meeting Agenda

Build a QBR agenda with customer wins, metric review, concern handling, future planning, and a renewal framing.

About this prompt

This prompt creates a QBR or customer check-in agenda structured around celebrating wins, reviewing metrics against committed outcomes, creating space for customer concerns, discussing future priorities, and positioning the renewal or expansion conversation. Use it before every customer review meeting to ensure the agenda drives strategic value rather than becoming a feature update session.Customer review meetings that focus on product updates rather than business outcomes train customers to see you as a vendor rather than a partner. This prompt takes your [customer context — tenure, current usage, open issues, and expansion opportunity] and produces a meeting structure covering: opening with wins to set a positive frame, reviewing the metrics that matter to the customer rather than your usage analytics, creating explicit space for concerns before they become escalations, exploring the customer's evolving priorities for the next quarter, and positioning the renewal or expansion conversation as a natural conclusion to a strategy discussion. Use this over a generic QBR template when you're managing high-value accounts where the review meeting also serves as the foundation for renewal. Tip: ask the customer to add agenda items before the meeting — their additions reveal where the concerns are, which lets you prepare responses before the room, not during it.

The prompt

Create an agenda for a QBR/check-in with [CUSTOMER]: Relationship context: - How long they've been a customer: [TIME] - Current usage: [HOW THEY USE YOU] - Open issues: [ANY PROBLEMS] - Expansion opp
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Variables to replace

CUSTOMER|TIME|HOW THEY USE YOU|ANY PROBLEMS|IF RELEVANT

How to run it

  1. Copy the prompt and paste it into Claude, ChatGPT, Gemini, or Copilot — it's tuned to run in any of them.
  2. Replace the variables — swap each bracketed token for your deal's specifics. The variables list above explains every field.
  3. 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

StagePost-Sale/Growth
SeatAM, CSM, Sales Director
DifficultyIntermediate
Time to valueQuick Win (under 10 min)
Works withAI-Agnostic
CategoryAccount Management & Customer Growth
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