# Prepare a customer quarterly business review from account data

**trustWF workflow pack** · Sales & Customer Service

## Outcome
A QBR deck outline or meeting brief with metric definitions, evidence, customer questions, and action owners.

## Who this is for
An account manager preparing a structured business review with an existing B2B customer

## What to provide
Required: review period, agreed objectives, verified performance data with definitions, prior actions, and approved account facts. Optional: customer feedback and next-period priorities. Remove personal and sensitive account details.

## Steps
1. Validate period, metric definitions, targets, actuals, and source dates.
2. Compare outcomes with agreed objectives and record gaps without assigning unsupported causes.
3. Build a balanced agenda that includes customer perspective and unresolved issues.
4. Draft action items with named owners only when confirmed; otherwise mark TBD.

## Copy-ready instructions
STAGE 1 — 1. Validate the account scorecard
When to use: Use before building the review.
Prompt: I am preparing a quarterly business review. Customer context: [anonymized account description]. Review dates: [start/end]. Agreed objectives: [list]. Metrics, definitions, target, actual, units, and source dates: [paste]. Prior actions and statuses: [paste]. Check period alignment, missing targets, inconsistent definitions, and unsupported calculations. Do not infer causes or fill missing figures.
Expected return: A validated scorecard table and data issues list.
User check: Reconcile each figure to its source and confirm the period and definition with the account owner.

STAGE 2 — 2. Draft findings and questions
When to use: Use after the scorecard is corrected.
Prompt: Based only on the scorecard and approved notes, prepare findings in three groups: outcomes achieved, gaps or risks, and items needing customer context. For each finding, cite the metric or source note. Phrase possible causes as questions unless evidence confirms them. Suggest customer-centered questions about priorities and constraints.
Expected return: A concise evidence-linked findings sheet and discussion questions.
User check: Remove internal speculation, sensitive details, and claims unsupported by supplied information.

STAGE 3 — 3. Build the meeting pack
When to use: Use after account-owner review.
Prompt: Create a QBR meeting brief for [audience] with: meeting objective; agenda and timing; reviewed scorecard; key discussion questions; customer feedback section; next-quarter priorities; and action table (action, owner, due date, status). Clearly mark items that need customer confirmation. Keep internal-only observations in a separate section labeled NOT FOR CUSTOMER.
Expected return: A shareable meeting brief plus a separated internal prep note.
User check: Account owner must verify all figures, customer-facing content, and separation of internal notes before sharing.

## Review before using
Treat the QBR as a working discussion document. Do not disclose internal-only pricing or notes to the customer; verify every figure and obtain account-owner approval.

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Use the result as a draft. Review it for accuracy, context and any required approvals.