A structured QBR deck outline skill that generates timed agendas covering adoption, value, risks, and roadmap, plus a data-request checklist for customer success reviews.

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3

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License

MIT

Last updated

2026-07-30

AI repository intelligence
FR-AI / ANALYSIS

Why it is worth attention

Turns QBR prep into a repeatable, option-driven skill with built-in discussion prompts, risk/roadmap alignment, and a data checklist to avoid invented metrics.

Who it is for

  • Customer Success Managers (CSMs)
  • Account executives preparing QBR/EBR reviews
  • Customer Success leaders standardizing review processes
  • Enablement teams packaging skills for agents

Use cases

  • Preparing a 30/45/60-minute QBR agenda
  • Aligning value, risks, and roadmap in account reviews
  • Requesting required data/metrics before a QBR
  • Structuring near-renewal conversations with honest framing

Strengths

  • Four clear pillars: adoption, value, risks, roadmap
  • Configurable options for language, length, audience, renewal, and focus
  • Includes discussion prompts and owner-dated next steps
  • Data-request checklist marks Available/TBD/N/A to prevent invented metrics

Considerations

  • Not a full PPT design tool—it provides Markdown outlines, not polished slides
  • Skill documentation is English-primary; runtime output language varies by lang option
  • Install requires sharing the package or pointing an agent to the monorepo skill path

README quick start

QBR Deck Outline

Structure Customer Success quarterly business reviews: adoption, value metrics, risks, roadmap alignment — plus a data-request checklist.

中文简介: 客户成功 QBR 大纲(采用度 / 价值 / 风险 / 路线图)+ 数据请求清单 — 详见 README.zh.md.

What this skill does

  • Builds a timed QBR agenda for CSM / account reviews
  • Locks four pillars: adoption · value · risks · roadmap
  • Adds discussion prompts and owner-dated next steps
  • Ships a data-request checklist so metrics are not invented
  • Optional expansion talking points without scare tactics

Install

After the package is on GitHub:

npx skills add / --skill qbr-deck-outline

Local monorepo: point your agent at skills/qbr-deck-outline/.

Options

OptionValuesDefault
langen · zh · bilingualen
length30min · 45min · 60min45min
audiencechampion · exec · mixedmixed
renewalnone · near · in-flightnone
focushealth · expansion · adoption · balancedbalanced

Runtime output language follows lang. Skill docs stay EN-primary.

When to use

UseDon't
Prep a QBR / EBRDesign full PPT polish only
Align value + risks + roadmapFeature vanity dump
Request metrics before the callInvent ROI
Near-renewal honest framingThreaten non-renewal

Deliverable

Markdown package:

  1. Timed agenda + section outlines
  2. Discussion prompts
  3. Risks & roadmap alignment
  4. Decisions / next steps
  5. Data request checklist (Available / TBD / N/A)

Example

See ../../output/samples/qbr-deck-outline-example-01.md (monorepo).

License

MIT

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