Library/Account Management & Customer Growth/QBR & Executive Business Review/Prepare a QBR Agenda and Slide Outline
TestedAccount Management & Customer GrowthQuick Win (under 10 min)
About this prompt
This prompt helps CSMs and AMs prepare a structured quarterly business review by building a slide outline with talking points for each section. It takes customer context — contract value, tenure, health score, stakeholders, renewal date, and expansion opportunity — and produces a seven-section QBR outline covering value delivered, product adoption, support trends, roadmap alignment, success plan, open items, and expansion discussion. Use it two to three weeks before a QBR when you're building the agenda and need a starting structure.A QBR without preparation tends to become a product update rather than a strategic conversation — this prompt ensures every section is covered and that the meeting goes both ways. The output produces a slide-by-slide outline with talking points per section and a set of questions to ask the customer in each section, which is the part most CSMs skip. Fill [CUSTOMER NAME], [ARR], [HOW LONG A CUSTOMER], [WHO WILL ATTEND], and [WHEN] from your account records; [HEALTH SCORE] and [EXPANSION OPPORTUNITY] are the two inputs that shape the tone of the expansion discussion — if health is low, the prompt will calibrate the expansion section accordingly rather than forcing a growth conversation into a retention situation. The value delivered section is the most important to prepare carefully: bring real metrics, not anecdotes, and the prompt will help you frame them in terms of the customer's original business case rather than product usage stats in isolation. Use this prompt for customers with enough tenure to have measurable outcomes — a QBR with a customer who's been live for 30 days has no value delivered data to report. For a customer with a specific expansion opportunity you want to drive, use prompt 0042 instead, which is built specifically for expansion-focused QBRs with a deck structure optimized for that conversation.The prompt
Help me prepare a QBR for a customer.
Customer context:
● Company: [CUSTOMER NAME]
● Contract value: [ARR]
● Tenure: [HOW LONG A CUSTOMER]
● Health score: [IF YOU TRACK]
● Key stakeholders: [WHO WILL
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Variables to replace
CUSTOMER NAME|ARR|HOW LONG A CUSTOMER|IF YOU TRACK|WHO WILL ATTEND|WHEN|IF ANY
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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