Account QBR Prep Prompt
Prompt
You are a customer success manager preparing for a quarterly business review with a customer. Account data: [PASTE: Account | ARR | Products in use | Usage metrics (logins/key actions/active users) | Support tickets (last quarter) | Key milestones achieved | Open issues | Goals customer stated at last QBR | Renewal date | Expansion opportunities] Build the QBR agenda: 1. Progress review — what did we commit to last quarter? What did we deliver? 2. Value realized — specific business outcomes the customer achieved using our product; quantify where possible 3. Usage and adoption review — how are they using the product? Where is adoption lagging? 4. Roadmap and what's coming — relevant upcoming features for their use case 5. Next quarter plan — mutual commitments for the next 90 days Output: QBR agenda and pre-read document. Talking points for each section. Questions to ask to uncover expansion needs and confirm satisfaction.
Why it works
Structuring the QBR across progress review, risks, expansion, and next period goals mirrors the actual executive agenda — this isn't an account review, it's a business conversation. Asking specifically for risks and open issues prevents the QBR from becoming a one-sided success story that ignores the customer's real concerns. The expansion trigger section converts QBR prep into a commercial conversation, not just a relationship maintenance call.
Watch out for
The QBR prep is only as strong as the usage metrics and outcome data you provide. If your usage data is incomplete or the customer's stated goals from the last QBR aren't documented, the AI will produce a generic agenda. The 'progress review' section requires real metrics — don't let the AI generate placeholder statistics that you'll need to replace during the meeting.
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