Claude skill · Customer success
Quarterly business review built on the customer’s goals
QBR prep builds a quarterly business review around the customer’s goals: what they wanted, what they got in numbers, what is in the way, one clear proposal, and a guide to each person attending.
Claude Code/plugin marketplace add revops-lab/agents/plugin install customers@revopslab
What does QBR prep do?QBR prep builds a quarterly business review around the customer’s goals: what they wanted, what they got in numbers, what is in the way, one clear proposal, and a guide to each person attending.
What you get
- A one-page agenda
- A six to eight slide outline
- An attendee guide
- The follow-up email
What it asks you
Only what your website, CRM and company context cannot answer.
- Who attends, and what does each care about?
- What did they buy you for, in their words?
The method
Their outcomes, not your features
Bain’s B2B elements of value show the personal levels (less risk, reputation, time back) are where suppliers stand out. The review covers value for the company and for the people in the room.
The research behind it: B2B elements of value, Retention compoundsReads these HubSpot fields
The skill names each field and its internal name, and checks them with HubSpot first. It proposes before it writes anything.
- Company owner
- Total revenue
- Recent deal amount
- Number of open deals
- Buying role