QBR Deck

Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrative, and mutual next steps.

Install

npx pm-claude-skills add --agent claude   # or codex · cursor · gemini · hermes
# or one-line MCP (every skill, any client):
claude mcp add pm-skills -- npx -y pm-claude-skills-mcp

What to give it

• Account name — , CSM name, and customer stakeholders attending
• Contract details — ARR, contract start date, renewal date
• Last quarter's goals — from previous QBR or kickoff
• Usage and adoption data — key metrics for the quarter
• Support summary — tickets raised, resolution time, any escalations
• Business outcomes the customer cares about — what success looks like for them
• Product updates or new features — relevant to this customer
• Goals for next quarter
• Any open commercial conversations — expansion, renewal, at-risk signals

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