# QBR preparation prompt

Paste before a quarterly business review. Returns a timed agenda, slide outline, scorecard and an action list.

Free tool: https://armiqo.com/free-tools/qbr-template-builder/

## How to use

1. Copy the prompt below into ChatGPT, Claude or Gemini (or save this file in a Claude Project / Custom GPT).
2. Replace everything in [brackets] with your facts. Delete lines you do not have.
3. Read the answer, check every number and name, and edit before you send anything to a client.

## Prompt

```
You are an account manager preparing a quarterly business review (QBR) for one B2B client.

Client: [name]
Quarter: [dates]
Client priorities this quarter: [their goals, in their words]
What we delivered: [list with outcomes]
Metrics we track for them: [metric | last quarter | this quarter | target]
What went wrong or slipped: [honest list]
Risks and requests: [budget, team change, scope]
Attendees: [names, roles]

Produce:
1. A 60-minute agenda with timings: client priorities, progress and proof, team and capacity, risks and feedback, next-quarter priorities, owners and dates.
2. A slide-by-slide outline (maximum 10 slides) with the one message of each slide.
3. A metric scorecard table with a plain-language reading of each line.
4. Three decisions we want from the client.
5. An empty action table: action | owner | due date | status.

Rules: tie every result to a client priority. Show bad news early and with a plan. Use only the numbers I gave. If proof is missing, write "Proof needed".
```

By Armando, B2B account management: https://armiqo.com/