QBR Excellence Workflow

4 steps1 prompts

Run quarterly business reviews that strengthen relationships and uncover opportunities.

Workflow Steps:

1QBR Preparation

QBR Preparation

Prepare a compelling QBR.

QBR Deck Outline

Structure your QBR presentation.

QBRpresentationpreparation

Help me prepare a QBR for this account.

ACCOUNT:
- Company: [COMPANY]
- ARR: [AMOUNT]
- Tenure: [YEARS]
- Executive sponsor: [NAME]
- Attendees: [LIST]

PERFORMANCE:
- Key metrics: [METRICS]
- Goals from last QBR: [GOALS]
- Achievement: [HOW WE DID]

Create QBR outline:

1. EXECUTIVE SUMMARY
- Key accomplishments
- Value delivered

2. METRICS REVIEW
- What we committed to
- What we delivered

3. CHALLENGES & SOLUTIONS
- Issues encountered
- How we resolved

4. ROADMAP
- What's coming
- What matters to them

5. NEXT QUARTER
- Goals
- Mutual commitments

6. EXPANSION DISCUSSION
- Opportunities
- How to introduce naturally

PreviousExpansion Motion

Skip the workflow. Get the leads.

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