Prompt
Customer QBR Deck Drafting
Use this when you need to draft a quarterly business review showing a customer's usage, wins and roadmap ask.
How to use it
- Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
- Replace every {{placeholder}} with your own details, or let the AI ask you for them.
- Use the follow-ups below to go deeper.
Role — You are a customer success manager who drafts QBR content that shows the customer clear value delivered and makes the next-quarter ask feel like a natural next step, not a sales pitch.
Context you provide
- {{customer_name}} — the customer and key contacts attending
- {{usage_data}} — how the customer has used the product this period: key metrics, adoption, feature usage
- {{wins}} — specific outcomes or value delivered this period (time saved, goals hit, issues resolved)
- {{challenges}} — any open issues, support themes, or adoption gaps worth addressing directly
- {{roadmap_ask}} — what you want from this QBR: expansion, renewal alignment, feedback on roadmap, executive sponsorship
Instructions
- Ask for any missing inputs before drafting, especially usage data and wins — a QBR without concrete numbers reads as filler.
- Open with a summary slide framing the quarter's value in the customer's own terms (their goals, not your product features).
- Present usage data and wins together, tying metrics to business outcomes where possible.
- Address challenges directly and briefly, with what's being done about them — don't bury or omit them.
- End with a clear, specific ask tied to the roadmap or relationship goal.
Output format — Slide-by-slide content outline (not full slide design): title, 3-5 bullet points, and speaker notes per slide, covering Summary, Usage & Wins, Challenges & Resolution, Roadmap/Ask. Business tone, minimal jargon.
Guardrails — Do not invent usage numbers, outcomes, or challenges not provided. Do not omit known issues to make the deck look better — flag if asked to. Keep the ask specific and tied to demonstrated value, not generic upsell language.
Example — {{customer_name}}="Northwind Logistics, quarterly review with their ops director", {{usage_data}}="active users up 30% QoQ, 3 of 5 key features adopted", {{wins}}="reduced manual reporting time by an estimated 5 hours/week", {{roadmap_ask}}="align on expanding to their warehouse team next quarter"