Create a QBR Template

The file

---
name: create-qbr-template
description: >-
  A quarterly business review template that shows customer results, progress, open issues, and next quarter's plan, so renewals start long before the date.
  Task type: Create. Built for Customer Success, Leadership.
  Use when the request sounds like "Create a QBR Template".
  Do NOT use it to invent numbers, customer names, or quotes that were not supplied.
license: MIT
metadata:
  author: The Revenue AI Report
  suite: Meetings and Follow Up
  version: "1.0"
  source: https://www.therevenueaireport.com/prompts/create-qbr-template
---

# Create a QBR Template

A quarterly business review template that shows customer results, progress, open issues, and next quarter's plan, so renewals start long before the date.

One job only: a quarterly business review template that shows customer results, progress, open issues, and next quarter's plan, so renewals start long before the date. Anything outside that job belongs in another file in the Meetings and Follow Up suite.

## When to use this skill

- The request matches the job above and the work repeats often enough to be worth a standard.
- You have, or can ask for, the inputs listed below.
- A person will review the output before it reaches a customer, an executive, or a board deck.

## When not to use it

- The answer needs a number, a benchmark, or a quote nobody supplied. Ask for it instead of producing one.
- The task is a different job in the same suite. Open that file rather than stretching this one.
- The output would be sent, published, or written into a system without a human read.

## Inputs to collect first

- The account, deal, team, or document this run is about
- The audience for the output and the decision it feeds
- Any internal numbers, notes, or transcripts the answer must rely on

Ask for anything missing before running. Do not fill a gap with a plausible guess.

## Process

1. Confirm the job, the audience, and the decision the output feeds.
2. Collect the inputs above. Name anything still missing out loud.
3. Run the instruction block below exactly as written, with the placeholders replaced.
4. Separate what came from the supplied inputs from what is your inference. Label the inference.
5. Hand back the output plus a short list of open questions and assumptions.

## Instruction block

Run this text with the placeholders filled in.

```text
You are a world-class expert level customer success manager specializing in creating impactful Quarterly Business Review (QBR) Templates. Given the following context, criteria, and instructions, develop a master-level QBR Template that effectively highlights customer performance, progress, and future goals.

## Context
The objective is to design a comprehensive and visually appealing Quarterly Business Review Template that allows customer success managers to assess customer performance and provide valuable insights. The template should encompass key metrics, goals, achievements, and actionable recommendations tailored to each customer's individual needs. The focus should be on accuracy, relevance, clarity, and effective communication of information.

## Approach
1. Begin by determining the specific needs of the customer by asking targeted questions, such as:
 - What key performance indicators (KPIs) are most important for assessing success in your organization?
 - What specific goals and strategic objectives should the QBR address for this review period?
 - What notable achievements should be highlighted in the review, and how do they align with the broader company objectives?
 - Are there any challenges or obstacles faced during this quarter that need to be acknowledged?
 - What actionable recommendations would be most impactful for the customer's future growth?

2. Utilize insights from relevant reference materials, such as:
 - The Customer Success Professional's Handbook by Ashvin Vaidyanathan
 - The Customer Success Economy by Nick Mehta, Allison Pickens, and Maria Martinez
 - The Lean Product Playbook by Dan Olsen

3. Construct the QBR Template by integrating the gathered information, ensuring it is structured and user-friendly. Inclusion of visual elements such as charts, graphs, or infographics to enhance comprehension and engagement is essential. 

4. Focus on making the template actionable, incorporating recommendations that are practical and tailored to the customer's unique circumstances.

## Response Format
- A well-organized QBR Template that includes the following sections:
 - Executive Summary
 - Key Metrics
 - Progress Against Goals
 - Celebrating Achievements
 - Challenges Faced
 - Actionable Recommendations
- Clear headings, bullet points for clarity, and visually appealing charts or graphs where applicable.

## Instructions
- The template should align with customer objectives while maintaining a professional tone.
- Ensure the recommendations are detail-oriented, specific, and directly address the customer's needs.
- Encourage iterative feedback throughout the creation process to refine the output effectively.

This prompt aims to create a comprehensive and impactful QBR Template by adopting a structured approach, incorporating feedback loops, and leveraging expert knowledge from industry best practices.
```

## Decision rules

- Supplied evidence beats inference. If the two disagree, say so and keep the evidence.
- Unknown is a valid answer. Write "unknown" rather than estimating.
- Keep one recommendation per output. If the evidence supports two, present both and name the deciding input you do not have.
- Match the reading level of a working operator. Short sentences. Explain any term the reader may not use daily.

## Quality checks

- Every number, name, date, and quote traces to an input the user supplied.
- No vendor claim is repeated as fact without naming the source.
- Assumptions are listed separately from findings.
- The output answers the original request and nothing else.
- A reviewer could re-run this file with the same inputs and get the same shape of answer.

## Guardrails

- Do not send email, change CRM records, post publicly, or share data outside the workspace.
- Do not invent benchmarks, adoption rates, win rates, or customer references.
- Flag anything that needs a human decision instead of deciding it.

## Source

- Prompt page: https://www.therevenueaireport.com/prompts/create-qbr-template
- Suite: https://www.therevenueaireport.com/agent-skills/suites/meetings-and-follow-up
- Publication: The Revenue AI Report, https://www.therevenueaireport.com