QBR Preparation

Complete QBR deck with usage data, ROI proof, and expansion plan

15 minutesManual: 3-4 hours

Generates a QBR presentation by pulling account data, calculating ROI metrics, identifying risk and expansion signals, and producing a narrative deck. Includes a success story framed in the customer's language and a forward-looking plan.

Workflow Steps

1

Account Data Pull

/revops

Usage metrics, support history, stakeholder map, contract details

2

ROI Calculation

/finance

Calculate realized value against stated business case

3

Risk/Opportunity Scan

/chief-of-staff

Identify renewal risks and expansion opportunities from data signals

4

Deck Generation

/produce-content

QBR slides with data visualizations and talking points

5

Pre-Meeting Prep

/meeting-prep

Research attendees and prepare for likely questions

Example

QBR for a $240K ARR account. The workflow pulls 6 months of usage data, calculates $1.2M in time savings (5x ROI), flags that the new VP hasn't attended a meeting yet (stakeholder risk), identifies 2 unused features that map to expansion, and generates a 12-slide deck with talking points.

Related Workflows

Customer Health Scoring

Multi-signal health scores that predict churn 60 days early

20 minutes

Meeting Prep Workflow

30-45 minutes of research compressed to 4 minutes

4 minutes

Expansion Playbook

Identify and execute upsell/cross-sell from usage signals

10 minutes

Deep Dives

Claude Code for GTM

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Built and maintained by Victor Sowers at STEEPWORKS