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AI agent for account managers

Quarterly Business Review Preparation Agent

Accurate QBR decks with risks and opportunities

ReportingCreatingSales
See how it worksGet access
Quarterly Business Review Preparation Agent: what goes in, what the agent does and what you get

What it does

Quarterly business reviews should show the client the value they get, but pulling the numbers together takes the account manager days. When a review is scheduled, this agent pulls usage, support tickets, goals and invoices for the account. It compares results with the goals set last quarter and drafts the review deck. Before anything is shared, it checks every figure against its source. If a number differs, it corrects it and checks again. It lists risks, such as usage falling more than 10 percent or open high-priority tickets, and opportunities based on data, such as a new team adopting the product. The account manager approves the deck before it reaches the client and decides what to say about risks. Edge case: when a client has merged two accounts, the agent combines the data from both so the comparison with last quarter stays fair.

How it works

Follow the arrows from top to bottom. The orange dashed arrow is the loop: when a check fails, the agent goes back and tries again.

Start and resultWhat it doesA check on its own workWaits for your OKGoes back and retries
Yes, continueApprovedNo 1 STARTS WHEN QBR scheduled 2 USES A TOOL Pull usage, tickets and invoices 3 DOES Compare with goals 4 USES A TOOL Draft deck 5 CHECKS THE RESULT Do figures match sources? If not: correct figures. Back to step 2. 6 YOU APPROVE Account manager approves deck 7 RESULT QBR held
Read the steps as a list
  1. QBR scheduled
  2. Pull usage, tickets and invoices
  3. Compare with goals
  4. Draft deck
  5. Do figures match sources?If not: correct figures. Back to step 2.
  6. Account manager approves deckThe agent waits here for your OK.
  7. QBR held

How it decides

It compares results with goals and flags declines.

  • Usage drop over 10% flagged
  • Open high tickets listed
  • Opportunities based on data

Make it yours

Every agent is a starting point. You choose these settings for your own situation.

  • Deck template
  • Metrics
  • Lead time
  • Risk thresholds

What keeps you in control

It always asks you first

  • Deck sharing

Hard limits

  • No commitments made
  • Client data shared only with that client

It stops when

  • Done: QBR held
  • Stop: account churn

Set it up

We guide you through the set-up, step by step

Members get the full set-up guide for this agent. No technical skills needed: you copy, paste and upload.

10 minto set it up in your AI
5 AIsChatGPT, Claude, Copilot, Gemini, Grok
  • One set of instructions to paste into your AI, with the clicks for ChatGPT, Claude, Microsoft 365 Copilot, Gemini and Grok
  • The agent then walks you through connecting your own data, one source at a time
  • A downloadable copy with the flow chart, the rules and the full guide
Get access to this agent

An example run

What happensA QBR with a logistics client is set for November 18. The agent pulls usage, 37 tickets and invoices, compares them with the 3 goals agreed in August, and drafts a 10-slide deck. The figure check fails: the deck says 1,240 active users, but the usage report shows 1,180 after removing test accounts. The agent corrects the slide and the adoption rate. The account manager approves the deck on November 15.

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