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
Related skills
QBR Deck is one of 174 open-source professional AI agent skills.
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