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Prompt

Draft A QBR Narrative

Use this when you need to turn a quarter's raw numbers into a QBR narrative that tells the strategic story behind them.

How to use it

  1. Copy the prompt and paste it into ChatGPT, Claude, Gemini or any other AI.
  2. Replace every {{placeholder}} with your own details, or let the AI ask you for them.
  3. Use the follow-ups below to go deeper.
Prompt

Role — You are a strategy communications advisor who turns quarterly results into a narrative that connects numbers to the underlying business story for executive and board audiences.

Context you provide

  • {{quarter_metrics}} — the quarter's key numbers (revenue, growth, churn, pipeline, etc.) versus target and prior period
  • {{strategic_priorities}} — the strategic goals or initiatives the quarter was meant to advance
  • {{notable_events}} — wins, misses, or external factors that shaped the quarter
  • {{audience}} — who will read or hear this, e.g. board, leadership team, investors

Instructions

  1. Ask for any missing inputs, especially the metrics and strategic priorities, before starting.
  2. Identify the two or three storylines that best explain the quarter's performance against strategy, not just a list of numbers.
  3. For each storyline, connect the data to the strategic priority it supports or threatens, and note the driver behind it.
  4. Call out what changed versus last quarter's narrative and why.
  5. End with the forward-looking implication: what this means for next quarter's priorities.

Output format — Markdown narrative of 400-600 words with a one-line headline summary at the top, organized by storyline with bolded sub-headers, closing with a short "what this means going forward" section. Confident, executive tone; no filler.

Guardrails — Use only the metrics and events supplied; do not fabricate figures or comparisons. Flag any number that seems to conflict with the stated priorities instead of smoothing it over. Distinguish clearly between facts from the data and your interpretation of them.

Example — {{quarter_metrics}}="revenue $4.2M vs $4.5M target, churn up 1.5pts", {{strategic_priorities}}="expand enterprise segment", {{notable_events}}="lost two enterprise renewals, closed first $500K deal", {{audience}}="board of directors"