Prepare a customer quarterly business review from account data

What you’ll create

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

Workflow steps

1. 01
   Validate period, metric definitions, targets, actuals, and source dates.
2. 02
   Compare outcomes with agreed objectives and record gaps without assigning unsupported causes.
3. 03
   Build a balanced agenda that includes customer perspective and unresolved issues.
4. 04
   Draft action items with named owners only when confirmed; otherwise mark TBD.

Start your workflow

Use the stages in order. Fill in the bracketed sections and add only source material you are permitted to share.

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.