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Every scanned point with the score it earned and what moved between them.
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The primary manifest — the file an agent reads to learn what this artifact does.
Generate comprehensive Quarterly Business Review materials including account history, success metrics, challenges, and strategic recommendations.
Based on Gainsight QBR Best Practices and Strategic Account Management, structuring reviews around:
| Claude Does | You Decide |
|---|---|
| Compiles account history | Strategic positioning |
| Calculates success metrics | Recommendations to present |
| Identifies risks and opportunities | Pricing and terms |
| Drafts talking points | Relationship dynamics |
| Creates presentation structure | Meeting facilitation |
Prepare QBR materials for:
Account: [Company Name]
Contract: $[ARR], Started: [Date], Renewal: [Date]
Primary Contact: [Name, Title]
CSM: [Your name]
Account History:
- [Major milestones, implementations, expansions]
- [Key wins and challenges]
Usage/Success Metrics:
- [Key metrics with current values and trends]
- [Goals they set vs. achieved]
Recent Activity:
- [Support tickets, calls, meetings last quarter]
- [Any escalations or issues]
Relationship Status:
- Champion: [Name, engagement level]
- Exec Sponsor: [Status]
- Other stakeholders: [List]
Known Opportunities/Risks:
- [Expansion potential, concerns mentioned, competitors]Key Facts Section:
Account Snapshot
- Company: [Name]
- Industry: [Sector]
- Size: [Employees/Revenue]
- Product: [What they bought]
- Contract: $X ARR | Since [Date] | Renews [Date]
- Health: [Score] | [Status]The Win Section (Critical):
| Category | Format |
|---|---|
| Quantified ROI | "Saved X hours, $Y dollars, Z%" |
| Goals achieved | Their stated goals → our impact |
| Milestones | Major accomplishments |
| Testimonial-worthy | Quote-able successes |
Structure:
"When you started with us, you wanted to [GOAL].
In Q[X], you achieved [RESULT]."Health Dashboard:
| Dimension | Score | Trend | Notes |
|-----------|-------|-------|-------|
| Product | X/25 | ↗️↘️→ | Key metric |
| Support | X/25 | ↗️↘️→ | CSAT, tickets |
| Financial | X/25 | ↗️↘️→ | Payment, growth |
| Relationship | X/25 | ↗️↘️→ | Engagement |
| **Overall** | **X/100** | | |Risk Assessment:
| Risk | Likelihood | Impact | Mitigation |
|---|---|---|---|
| [Risk] | H/M/L | H/M/L | [Action] |
Opportunity Assessment:
| Opportunity | Value | Timeline | Next Step |
|---|---|---|---|
| [Opp] | $X | Q1/Q2 | [Action] |
Strategic Recommendations Framework:
Input:
Prepare QBR for CloudTech Industries:
Account: CloudTech Industries (Manufacturing)
Contract: $180K ARR, Started: Jan 2024, Renewal: Jan 2027
Primary: Sarah Chen, VP Operations
CSM: Alex
History:
- Implemented in 60 days (target was 90)
- Added 50 seats in Q2 ($30K expansion)
- Had a major support escalation in Q3 (resolved)
- Reduced production downtime by 35%
Metrics:
- DAU: 145/200 seats (73%)
- Key feature (alerts): 89% adoption
- CSAT: 4.3 (was 3.8 during escalation)
- NPS: 8
Recent Activity:
- 3 support tickets (minor)
- Monthly check-in calls
- Sarah attended user conference
Relationship:
- Champion: Sarah Chen (strong)
- Exec Sponsor: COO Mike Johnson (met once)
- Also engaged: IT Director, 3 plant managers
Opportunities/Risks:
- They're opening 2 new plants (expansion?)
- Competitor demo'd to IT last month
- Sarah mentioned "budget review" for next yearOutput:
## QBR Preparation: CloudTech Industries
### Q4 2025 Business Review
---
## 📋 Executive Summary
**Account Health: 78/100 🟢 Healthy**
CloudTech has achieved significant operational improvements, including **35% reduction in production downtime**. The Q3 support escalation was resolved and CSAT has recovered. Two key opportunities: **new plant expansion** and **deepening executive relationship**. One risk to monitor: competitor activity and budget review timing.
**Recommended QBR Focus:**
1. Celebrate the 35% downtime reduction (ROI story)
2. Discuss new plant rollout plan
3. Secure executive sponsor re-engagement
---
## 🏢 Account Snapshot
| Attribute | Value |
|-----------|-------|
| Company | CloudTech Industries |
| Industry | Manufacturing |
| Contract Value | $180,000 ARR |
| Customer Since | January 2024 (11 months) |
| Renewal Date | January 2027 |
| Health Score | 78/100 🟢 |
| CSM | Alex |
**Key Contacts:**
| Name | Title | Role | Engagement |
|------|-------|------|------------|
| Sarah Chen | VP Operations | Champion | High |
| Mike Johnson | COO | Exec Sponsor | Low (1 meeting) |
| [IT Director] | IT Director | Technical | Medium |
| 3 Plant Managers | Operations | Users | High |
---
## 📈 Value Delivered
### Headline Metric
> **35% reduction in production downtime**
> *"Before [Product], we were losing 12 hours/month to unplanned downtime. Now it's under 8 hours."*
### Quarterly Achievements
| Goal | Target | Achieved | Status |
|------|--------|----------|--------|
| Reduce downtime | 25% | 35% | ✅ Exceeded |
| Implementation | 90 days | 60 days | ✅ Exceeded |
| User adoption | 70% | 73% | ✅ Met |
| Alert response time | <15 min | 11 min avg | ✅ Exceeded |
### ROI Calculation (Talking Point)Downtime cost: ~$5,000/hour Hours saved: 4 hours/month × 11 months = 44 hours Value delivered: 44 × $5,000 = $220,000 Contract value: $180,000 ROI: 122% (already paid for itself)
### Journey Milestones
- ✅ Jan 2024: Implementation (30 days early!)
- ✅ Q2 2024: Added 50 seats ($30K expansion)
- ⚠️ Q3 2024: Support escalation (resolved)
- ✅ Q4 2024: 35% downtime reduction achieved
---
## 🎯 Current Health
### Score Breakdown
| Dimension | Score | Trend | Notes |
|-----------|-------|-------|-------|
| Product | 29/40 | → | 73% DAU, strong adoption |
| Support | 12/15 | ↗️ | Recovered from escalation |
| Financial | 20/25 | → | Current, expanded once |
| Relationship | 17/20 | → | Strong champion, weak exec |
| **Total** | **78/100** | | 🟢 Healthy |
### Engagement Metrics
| Metric | Q3 | Q4 | Trend |
|--------|----|----|-------|
| DAU | 140 | 145 | ↗️ +4% |
| Feature adoption | 85% | 89% | ↗️ |
| CSAT | 3.8 | 4.3 | ↗️ Recovering |
| Support tickets | 8 | 3 | ↗️ Improved |
| NPS | 6 | 8 | ↗️ |
---
## ⚠️ Risks & Opportunities
### Risks to Discuss
| Risk | Level | Details | Mitigation |
|------|-------|---------|------------|
| Competitor | 🟡 Medium | Demo'd to IT last month | Competitive defense, exec engagement |
| Budget review | 🟡 Medium | Sarah mentioned "budget discussions" | Reinforce ROI before budget cycle |
| Exec relationship | 🟡 Medium | COO met only once | Request exec-to-exec call |
### Opportunities to Pursue
| Opportunity | Value | Probability | Next Step |
|-------------|-------|-------------|-----------|
| 2 new plants | $60-90K | 60% | Discuss rollout timeline |
| Additional modules | $40K | 40% | Demo predictive features |
| Case study | N/A | 80% | Request with 35% stat |
---
## 💬 QBR Agenda (Suggested)
**Duration: 60 minutes**
| Time | Topic | Lead |
|------|-------|------|
| 0:00 | Welcome, agenda | CSM |
| 0:05 | Their priorities for 2026 | Sarah |
| 0:15 | Value recap: 35% downtime story | CSM |
| 0:25 | Health dashboard review | CSM |
| 0:35 | New plant expansion discussion | Both |
| 0:45 | Product roadmap preview | CSM |
| 0:55 | Next steps and actions | Both |
---
## 📝 Talking Points
### Opening
"Sarah, before we dive in, I want to acknowledge the incredible progress your team has made. A 35% reduction in downtime is exceptional—most customers see 20-25% in their first year."
### Competitive Defense (if needed)
"I heard [Competitor] came by. Happy to do a side-by-side comparison, but I'd also point out: you've already achieved ROI with us. Switching has real costs—time, retraining, risk. Let's talk about what's driving the evaluation."
### Budget Concern
"You mentioned budget reviews coming up. Would it help if I prepared a one-page ROI summary your team could use internally? The 35% downtime number plus the $220K in savings is a strong story."
### Expansion Ask
"With two new plants opening, I want to make sure we're ahead of the curve. What's the timeline? We could do a phased rollout to minimize disruption."
### Executive Engagement
"I'd love to get Mike more involved. Would it make sense to schedule a brief executive update—maybe 20 minutes—where we share the ROI story and get his input on strategic priorities?"
---
## ✅ Pre-QBR Checklist
- [ ] Confirm attendees (Sarah + who else?)
- [ ] Send agenda 3 days before
- [ ] Prepare one-page health summary
- [ ] Update ROI calculation with latest numbers
- [ ] Review competitor battle card
- [ ] Prepare new plant rollout options
- [ ] Draft follow-up email template
---
## 📊 Supporting Materials
### Attachment 1: Health Score Trend
[Include chart showing Q1-Q4 trend]
### Attachment 2: ROI One-Pager
[One-page summary of 35% stat + dollar value]
### Attachment 3: Product Roadmap Preview
[2-3 upcoming features relevant to their use case]account-health - Health scoring inputexpansion-signals - Opportunity identificationchurn-prediction - Risk assessment~30 seconds. Free. No account. Every finding cites a rule and a line of evidence.