Create QBR template

The prompt

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.

Common questions

What does the Create QBR template prompt do?

A comprehensive Quarterly Business Review (QBR) template showcasing key metrics, progress, challenges, and future strategies for customer success.

Who uses this prompt?

Customer Success, Leadership. Category: Create.

How do I use it?

Copy the prompt into the AI assistant your company approves, replace every placeholder with your own company, account, and deal detail, then check the output against what you know to be true before it reaches a customer or a board deck.

Is it free to use?

Yes. Every prompt in the library is free to copy and adapt.

Related prompts

• Create Pricing Proposal
• Create Sales Territory Plan
• Create a Negotiation Prep List
• Create Sales Meeting Agenda
• Create Sales Pipeline Report
• Create Referral Request