qbr-deck-builder

# QBR Deck Builder

Turn scattered customer data into a structured QBR deck in minutes. Pulls from whatever data you have — usage stats, support tickets, NPS scores, milestones — and produces slide-by-slide content with talk track notes.

**Built for:** Founders or CSMs who run quarterly business reviews but spend 3+ hours assembling each deck. The goal is data in, deck out, in one session.

## When to Use

- "Build a QBR deck for [customer]"
- "I have a business review with [customer] next week"
- "Prep my quarterly review for [account]"
- "Generate QBR content for [customer]"

## Phase 0: Intake

### Account Context
1. **Customer name** — Who is this for?
2. **Primary contact** — Name, title of the person you're presenting to
3. **Contract details** — Plan, MRR/ARR, contract start, renewal date
4. **Review period** — What quarter/timeframe are you reviewing? (e.g., Q1 2026)
5. **QBR goals** — What outcome do you want? (Renewal confidence, expansion, executive alignment, feature adoption)

### Data Inputs (provide what you have)
6. **Usage data** — Key metrics for the review period (logins, feature usage, API calls, active users, etc.)
7. **Support history** — Tickets opened, resolved, avg resolution time, any escalations
8. **NPS/CSAT** — Scores + verbatim comments from this customer
9. **Milestones achieved** — Features launched, integrations completed, goals hit
10. **ROI data** — Any measurable outcomes: time saved, revenue impacted, efficiency gains
11. **Customer goals** — What did they say they wanted to achieve? (From onboarding or last QBR)
12. **Open issues** — Anything unresolved, feature requests, known gaps
13. **Expansion opportunity** — New use cases, additional teams, upsell potential

### Preferences
14. **Deck length** — Quick (8-10 slides) or comprehensive (15-20 slides)?
15. **Tone** — Executive summary (high-level) or operational deep-dive (detailed)?

## Phase 1: Data Synthesis

Before building slides, organize the raw data into QBR themes:

### Achievement Summary
- Goals set vs goals achieved (from onboarding/last QBR)
- Key wins and milestones this quarter
- Metrics that improved

### Usage & Adoption
- Feature adoption trends (what they use, what they don't)
- User growth/engagement within their account
- Comparison to prior quarter

### Support & Reliability
- Ticket volume and trends
- Resolution times
- Any outages or escalations and their resolution

### Value & ROI
- Quantified impact where possible
- Before/after comparisons
- Time or cost savings

### Looking Forward
- Upcoming features relevant to them
- Expansion opportunities
- Goals for next quarter

## Phase 2: Generate Deck Content

### Slide 1: Title Slide

```
[Your Company Logo]

Quarterly Business Review
[Customer Name]

[Quarter] [Year]
Prepared for: [Contact Name], [Title]
Presented by: [Your Name], [Title]
[Date]
```

### Slide 2: Agenda

```
Today's Agenda

1. Partnership Summary
2. Key Wins This Quarter
3. Usage & Adoption Highlights
4. ROI & Value Delivered
5. Support & Reliability
6. Product Roadmap Preview
7. Goals for Next Quarter
8. Open Discussion

[Estimated time: 30-45 minutes]
```

### Slide 3: Partnership Summary

```
Partnership at a Glance

| | Detail |
|---|---|
| Customer since | [Date] |
| Current plan | [Plan name] |
| Users/seats | [N] |
| Primary use case | [What they use you for] |
| Account health | [Green/Yellow/Red] |

Key relationship milestones:
- [Month]: [Milestone — e.g., "Onboarding completed"]
- [Month]: [Milestone — e.g., "Expanded to marketing team"]
- [Month]: [Milestone — e.g., "Hit 1,000 [units] processed"]
```

**Talk track:** *"Before we dive into the numbers, let's ground ourselves on where we are in the partnership..."*

### Slide 4: Key Wins This Quarter

```
🏆 Key Wins — [Quarter]

1. [Win 1 — specific achievement with metric]
   → Impact: [What this meant for their business]

2. [Win 2]
   → Impact: [Business impact]

3. [Win 3]
   → Impact: [Business impact]

Customer voice:
"[Direct quote from NPS/Slack/email about a positive experience]"
— [Name], [Title]
```

**Talk track:** *"Let's start with what went well. These are the highlights I'm most proud of from our work together..."*

### Slide 5: Usage & Adoption

```
Usage & Adoption — [Quarter]

[Primary metric]: [Value] ([+/- X%] vs last quarter)
[Secondary metric]: [Value] ([+/- X%])
[Tertiary metric]: [Value] ([+/- X%])

Feature Adoption:
✅ [Feature 1] — actively using
✅ [Feature 2] — actively using
⚡ [Feature 3] — adopted this quarter (new!)
⬜ [Feature 4] — not yet adopted (opportunity)
⬜ [Feature 5] — not yet adopted

Top users: [Names/teams most active]
```

**Talk track:** *"Here's how your team has been using the product. The standout is [highlight]..."*

### Slide 6: ROI & Value Delivered

```
Value Delivered — [Quarter]

Before [Product]:          With [Product]:
─────────────             ─────────────
[Old metric]       →      [New metric]
[Old process]      →      [New process]
[Old cost/time]    →      [New cost/time]

Estimated impact this quarter:
- [X hours saved] across [N team members]
- [X% improvement] in [metric]
- [$X value] in [efficiency/revenue/cost reduction]

Cumulative ROI since partnership:
[$X total value delivered] on [$Y investment] = [Z]x ROI
```

**Talk track:** *"This is the slide I'm most excited about. Let's talk about the value you've gotten..."*

### Slide 7: Support & Reliability

```
Support Summary — [Quarter]

| Metric | [Quarter] | Prior Quarter | Trend |
|--------|-----------|---------------|-------|
| Tickets opened | [N] | [N] | [↑↓→] |
| Avg resolution time | [X hrs] | [X hrs] | [↑↓→] |
| First response time | [X hrs] | [X hrs] | [↑↓→] |
| Escalations | [N] | [N] | [↑↓→] |
| CSAT | [X/5] | [X/5] | [↑↓→] |

[If escalations occurred]:
Notable issues resolved:
- [Issue]: [Resolution + what we did to prevent recurrence]

Platform uptime: [X%]
```

**Talk track:** *"On the support side, here's how we did. [Highlight improvement or acknowledge issue]..."*

### Slide 8: NPS/Satisfaction

```
Customer Satisfaction

NPS Score: [X] ([Promoter/Passive/Detractor])
[If multiple respondents: breakdown chart]

What your team said:
✅ "[Positive quote]" — [Name]
✅ "[Positive quote]" — [Name]
🔧 "[Constructive feedback]" — [Name]

Our response to feedback:
- "[Feedback point]" → [What we did/are doing about it]
```

### Slide 9: Product Roadmap Preview

```
What's Coming — [Next Quarter]

Relevant to [Customer]:

🚀 [Feature 1] — [1-line description]
   Expected: [Month] | Impact for you: [Why they should care]

🚀 [Feature 2] — [1-line description]
   Expected: [Month] | Impact for you: [Why they should care]

📋 [Feature 3] — [1-line description]
   Expected: [Month]

Your feature requests in progress:
- [Request 1] — Status: [In development / Planned / Under review]
- [Request 2] — Status: [...]
```

**Talk track:** *"Here's what's coming that I think you'll be excited about..."*

### Slide 10: Goals for Next Quarter

```
Proposed Goals — [Next Quarter]

| Goal | Metric | Target | Owner |
|------|--------|--------|-------|
| [Goal 1] | [How we measure] | [Target number] | [Who drives] |
| [Goal 2] | [Metric] | [Target] | [Owner] |
| [Goal 3] | [Metric] | [Target] | [Owner] |

Adoption targets:
- Get [team/department] onboarded to [feature]
- Increase [metric] from [current] to [target]

Training/enablement:
- [Planned session or resource]
```

**Talk track:** *"Based on where you are and where you want to go, here are the goals I'd suggest for next quarter..."*

### Slide 11: Expansion Opportunity (if applicable)

```
Growth Opportunity

Current: [What they have today]
Opportunity: [What they could add]

Why now:
- [Reason 1 — tied to their business context]
- [Reason 2 — tied to product capability]
- [Reason 3 — tied to ROI already demonstrated]

Proposed next step:
[Specific ask — e.g., "Pilot with marketing team for 30 days"]

Investment: [Additional cost]
Expected additional value: [ROI projection]
```

**Talk track:** *"Given the results we've seen, there's a natural next step that I think would multiply the value..."*

### Slide 12: Open Discussion & Next Steps

```
Discussion & Next Steps

Questions for you:
1. [Strategic question about their priorities]
2. [Question about upcoming changes that might affect usage]
3. [Question about satisfaction/concerns]

Agreed next steps:
☐ [Action 1] — Owner: [Name] — By: [Date]
☐ [Action 2] — Owner: [Name] — By: [Date]
☐ [Action 3] — Owner: [Name] — By: [Date]

Next QBR: [Proposed date]
```

## Phase 3: Output

Save all content to `clients/<client-name>/customer-success/qbr/[customer-slug]-[quarter]-[YYYY].md`.

Optionally chain to `create-html-slides` to produce a presentable HTML deck.

## Cost

| Component | Cost |
|-----------|------|
| All deck generation | Free (LLM reasoning) |
| HTML slides (if chained) | Free |
| **Total** | **Free** |

## Tools Required

- None. Pure reasoning skill — takes data inputs and produces structured slide content.
- **Optional:** `create-html-slides` for HTML presentation output
- **Optional:** `visual-brand-extractor` for branded deck styling

## Trigger Phrases

- "Build a QBR deck for [customer]"
- "Prep my quarterly review for [account]"
- "Generate QBR content for [customer]"
- "Run the QBR deck builder"