# Build a quarterly business review deck that proves value to a customer

An outline and talking points for a QBR that shows results against the customer's goals and agrees next-quarter priorities.

- Topic: Presentations & Public Speaking
- Framework: Few-Shot
- Level: Standard
- Tags: Presentations, Sales, Writing, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/build-a-quarterly-business-review-deck-that-proves-value-to-a-customer

## Prompt

```text
Help me build a quarterly business review (QBR) for one of my customer accounts.

**Customer and what they bought:** [COMPANY TYPE, PRODUCT/PLAN, CONTRACT VALUE, RENEWAL DATE]
**Goals they told us they wanted to achieve:** [GOALS FROM ONBOARDING OR LAST QBR]
**Results and usage data this quarter:** [METRICS - e.g. active users, adoption of key features, time saved, tickets, outcomes]
**Problems or support issues this quarter:** [ISSUES AND HOW THEY WERE RESOLVED]
**Who will attend from their side:** [NAMES/ROLES - e.g. "VP Operations (exec sponsor), team lead (champion)"]
**What I want out of this meeting:** [e.g. "confirm next-quarter goals", "introduce an add-on", "secure a reference"]

Build the QBR around their goals, not our product:
1. Slide-by-slide outline (8-10 slides max): agenda, their goals recap, results vs. goals, value delivered (in their business terms), what didn't go well and what we did about it, adoption gaps and recommendations, roadmap items relevant to them, proposed goals for next quarter, mutual action items.
2. For each slide: the headline (a full-sentence takeaway) and 2-3 talking points.
3. A one-line "value story" I can open with.
4. 5 questions to ask the exec sponsor to uncover new priorities or risks.
5. How to raise my ask naturally, without turning the QBR into a sales pitch.

Rules: use only the numbers I gave you; where a value claim needs data I don't have, insert [ADD METRIC]. Be honest about problems - credibility matters more than a perfect story.
```

## What to fill in

- COMPANY TYPE, PRODUCT/PLAN, CONTRACT VALUE, RENEWAL DATE
- GOALS FROM ONBOARDING OR LAST QBR
- ISSUES AND HOW THEY WERE RESOLVED
- ADD METRIC

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