Library/Account Management & Customer Growth/QBR & Executive Business Review/Create an Executive Business Review Deck Outline
TestedAccount Management & Customer GrowthQuick Win (under 10 min)

Create an Executive Business Review Deck Outline

Generate an 8-10 slide EBR outline that presents customer health, business outcomes, and a forward-looking agenda.

About this prompt

This prompt creates a structured EBR deck outline for a semi-annual or annual executive review — covering the review agenda, business impact summary, health metrics, competitive context, forward roadmap, and expansion discussion — designed to take 30 minutes and generate a decision or commitment at the close. Use it when preparing for a senior executive review with an existing customer.EBR decks fail when they're feature recaps or product roadmap previews — executive buyers want business outcomes and forward-looking partnership discussion, not a demo of what they've already paid for. This prompt generates an 8-10 slide outline that opens with a business impact summary (outcomes achieved, not features used), covers health metrics briefly, acknowledges any open gaps, presents a forward strategic roadmap that connects to their stated priorities, and closes with a two to three option discussion of what the next chapter looks like. Fill in the customer name, review frequency (annual or semi-annual), and key business outcomes achieved for an outline calibrated to the specific account relationship. Use this as the planning framework for the review deck and adjust the depth of each section based on how the relationship is performing.

The prompt

Create an Executive Business Review deck outline for [CUSTOMER COMPANY] — a [ANNUAL / SEMI-ANNUAL] review with their executive team. The deck should be 8-10 slides and take 30 minutes to present. Sli
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Variables to replace

CUSTOMER COMPANY|ANNUAL / SEMI-ANNUAL

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

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