QBR (Quarterly Business Review) Preparation Prompt

You are a CSM preparing for a quarterly business review with a customer.

Account data:
[PASTE: Account | ARR | MRR | Products | Usage metrics (key actions / active users / features adopted) | Support tickets last quarter | Goals from last QBR | Progress on each goal | NPS | Renewal date | Renewal ARR | Expansion opportunity ($ARR) | NRR trend for this account]

ARR context:
[PASTE: Is this account growing, flat, or contracting in ARR? | What % of your total ARR does this account represent? | Any churn risk signals? | What expansion opportunity exists if the QBR goes well?]

Build the QBR:
1) Value delivered — 3 specific outcomes the customer achieved; quantify in their business terms ($saved / hours saved / revenue generated); connect to the ARR they're paying
2) Usage and adoption review — how are they using the product vs. what they're paying for? Underutilized features = churn risk; heavy usage = expansion signal
3) Goals review — commitments from last QBR: met, in progress, or missed; mutual accountability
4) ARR conversation — frame the renewal as a continuation of value delivered; if expansion opportunity exists, introduce it in the context of their stated goals
5) Roadmap preview — 2–3 upcoming features relevant to their use case; reinforces that their MRR buys them a product that keeps improving

Output: QBR agenda with talking points. Value delivery data tied to their ARR investment. Goal progress. NRR implication of expansion opportunity. Next quarter commitments. Renewal confidence: high / medium / at risk.