QD
QBR Deck
🟢 Production-Ready🕐 updated 2026-07-14
🔷 SkillSpec L3
pm-cs
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.
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
✅ The bar it holds itself to
Every skill in this library self-verifies — these are this skill's own quality checks, straight from its definition.
✓Every slide has a talking point, not just a title
✓Value slide leads with business outcomes, not product activity
✓Roadmap preview links each item to a customer goal
✓Mutual commitments section has real owners on both sides
✓Customer has at least 20 minutes of airtime in the agenda
⚠️ What it refuses to do
Do not fill the QBR with product activity metrics — lead with business outcomes the customer cares about
Do not present a roadmap without linking each item to a customer goal — vendor priorities are not a QBR agenda
Do not run a QBR as a one-sided presentation — it must include structured time for the customer to speak
Do not close a QBR without documented mutual commitments with named owners on both sides
Do not skip the "what's not working" slide — suppressing problems erodes trust and misses renewal risks
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
Start with
Related skills
🔌 Embed this skill
Drop this on your blog, docs, or site — it renders a "Run this skill" card:
<div data-pm-skill="qbr-deck"></div>
<script src="https://mohitagw15856.github.io/pm-claude-skills/embed.js" async></script>
💬 Discussion
QBR Deck is one of 1078 open-source professional AI agent skills — all SkillSpec L3.
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