QBR Preparation
Complete QBR deck with usage data, ROI proof, and expansion plan
Generates a QBR presentation by pulling account data, calculating ROI metrics, identifying risk and expansion signals, and producing a narrative deck. Includes a success story framed in the customer's language and a forward-looking plan.
Workflow Steps
Account Data Pull
/revopsUsage metrics, support history, stakeholder map, contract details
ROI Calculation
/financeCalculate realized value against stated business case
Risk/Opportunity Scan
/chief-of-staffIdentify renewal risks and expansion opportunities from data signals
Deck Generation
/produce-contentQBR slides with data visualizations and talking points
Pre-Meeting Prep
/meeting-prepResearch attendees and prepare for likely questions
Example
QBR for a $240K ARR account. The workflow pulls 6 months of usage data, calculates $1.2M in time savings (5x ROI), flags that the new VP hasn't attended a meeting yet (stakeholder risk), identifies 2 unused features that map to expansion, and generates a 12-slide deck with talking points.
Related Workflows & Skills
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WorkflowMeeting Prep Workflow
30-45 minutes of research compressed to 4 minutes
WorkflowExpansion Playbook
Identify and execute upsell/cross-sell from usage signals
SkillRevOps Suite
CRM-first revenue operations across deals, pipeline, and forecasts
SkillFinance Suite
Budgets, portfolio, stock research, brokerage sync
SkillChief of Staff
Goal-aligned daily briefings that surface misalignment
Deep Dives
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Built and maintained by Victor Sowers at STEEPWORKS