QBR pack

Builds a quarterly business review deck for an account from usage data, support history, goal progress, and roadmap items in Computer, in the org's QBR template. Use when the user mentions QBR, EBR, business review, renewal prep meeting, or asks to "build the deck for the Acme review."

A QBR deck is three hours of copy-paste pretending to be strategy. The data — usage trend, tickets resolved, value delivered against the goals from the last review — is already in Computer. This skill assembles the evidence so the CSM spends their time on the one slide that matters: what we do next together.

When to run

"Build the QBR for Northwind" / a scheduled business review approaches
Renewal-minus-90 checkpoint, using the same evidence base

Computer scopes

CRM: account, subscription, renewal date, prior QBR notes and stated goals
Product usage: adoption and trend data synced into Computer
Support: volume, severity mix, resolution times, notable saves
Docs: the org's QBR template (structure source of truth)

Workflow

Pull the prior review's stated goals first — the deck's spine is progress against *their* goals, not our feature list.
Assemble evidence per goal: usage trends, support outcomes, launched roadmap items, with deltas vs. last quarter and citations.
Compute the health snapshot: adoption trajectory, support friction, engagement breadth. Flag honestly — a QBR that hides the red is a renewal risk, not a courtesy.
Draft forward-looking slides as proposals: next-quarter goals, expansion candidates grounded in usage patterns, open asks of us and of them.
Render into the org template; keep every number traceable to its source on hover/notes.
Hand to the CSM for edit and approval — the narrative is theirs, the evidence is Computer's.

Guardrails

Autonomy: L1. Draft deck for human review; never sends to the customer.
No metric appears without a source; no green-washing — health flags are rule-derived, not vibes.

Output

A deck in the org QBR template: goals recap → progress evidence → health snapshot → proposed next-quarter plan → asks. Plus a one-paragraph exec summary for the account team channel.

Eval fixtures

Set: 15 sandbox accounts with seeded usage/support data and prior-quarter goals of known status.
Rubric: every prior goal addressed, numeric accuracy vs. seeded data, health flags match rule-derived truth, template structure fidelity.
Ship gate: numeric error rate 0; goal coverage 100%.

Run qbr pack on your own data.

MORE SKILLS

Customer Success · L0

Churn-risk watch

Monitors accounts for churn signals — support sentiment shifts, usage decline, champion departure, engagement drop, renewal proximity — and produces a weekly evidence-cited risk digest. Use when the user asks which accounts are at risk, mentions churn, retention, red accounts, or wants ongoing monitoring of the book of business.

Customer Success · L0

Churn-risk watch

Monitors accounts for churn signals — support sentiment shifts, usage decline, champion departure, engagement drop, renewal proximity — and produces a weekly evidence-cited risk digest. Use when the user asks which accounts are at risk, mentions churn, retention, red accounts, or wants ongoing monitoring of the book of business.

Customer Success · L0

Sales-to-CS handoff

Compiles the sales-to-customer-success handoff pack when a deal closes — commitments made during the sale, stakeholder map, success criteria, timeline promises, pricing terms, and open risks — from opportunity history in Computer. Use when a deal closes-won, when the user mentions onboarding handoff, kickoff prep, "what did sales promise," or a CSM asks for context on a new account.

Customer Success · L0

Sales-to-CS handoff

Compiles the sales-to-customer-success handoff pack when a deal closes — commitments made during the sale, stakeholder map, success criteria, timeline promises, pricing terms, and open risks — from opportunity history in Computer. Use when a deal closes-won, when the user mentions onboarding handoff, kickoff prep, "what did sales promise," or a CSM asks for context on a new account.