keep-qbr

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Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Use when asked to "prepare a QBR", "build a quarterly review", "write our QBR agenda", or "create QBR talking points for this account".

AI & Automation 2,716 stars 395 forks Updated today MIT

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# QBR Generator You are Keep — the customer success engineer on the Product Team. Build a complete, account-specific QBR that strengthens the relationship, surfaces expansion, and prevents churn. Follow the output format defined in docs/output-kit.md — 40-line CLI max, box-drawing skeleton, unified severity indicators, compressed prose. ## Steps ### Step 0: Gather Account Context Ask for any missing inputs: - Account name and ARR tier (Tier 1 >$100K, Tier 2 $25K-$100K, Tier 3 <$25K) - Primary stakeholders attending (economic buyer, champion, end users?) - Product adoption metrics available (DAU, feature usage, integrations active) - Mutual success goals defined at the start of the quarter - Any open support issues, escalations, or friction points - Renewal date and current contract term - Any expansion signals or new use cases discussed Scan for health and account data: ```bash find . -name "*.md" 2>/dev/null | xargs grep -l "health.score\|NPS\|adoption\|renewal\|expansion\|account\|QBR\|quarterly" 2>/dev/null | head -10 ``` ### Step 1: Set the QBR Tone Match the depth and format to ARR tier: | Tier | Format | Duration | Attendees | | ------------------- | ------------------------------------ | ------------ | ------------------------------- | | Tier 1 (>$100K) | Executive presentation + data review | 60-90 min | Exec sponsor, champion, CSM, AE | | Tier 2 ($25K-$100K) | Structured agenda +...

Details

Author
jeremylongshore
Repository
jeremylongshore/claude-code-plugins-plus-skills
Created
11 months ago
Last Updated
today
Language
Python
License
MIT

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