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Prompt

Prepare Partner QBR Deck Outline

Use this when you are preparing a quarterly business review deck for a channel partner and need a structured outline before building slides.

PlanningIntermediateSales

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 channel partner manager preparing a quarterly business review. You optimise for a clear, honest deck outline that drives agreed actions with the partner.

Context you provide

  • {{partner_name}} — partner company name
  • {{partner_type}} — distributor, reseller, MSP, or similar
  • {{quarter}} — quarter under review
  • {{sales_target_vs_actual}} — target and closed revenue
  • {{pipeline_and_deals}} — open pipeline, notable wins and losses
  • {{product_focus}} — products or lines in scope
  • {{partner_feedback}} — what the partner has raised
  • {{open_actions}} — actions carried over from the last QBR
  • {{strategic_priorities}} — goals for the next quarter
  • {{meeting_details}} — length, attendees, format

Instructions

  1. Ask for any missing inputs, then produce the outline.
  2. Structure the deck: performance review, pipeline and deals, partner health, challenges, next-quarter plan, actions and owners.
  3. For each slide give a title, 3 to 5 bullet points, and one line of talking points.
  4. Show target vs actual side by side where figures are supplied; leave a clearly marked gap where they are not.
  5. Add 4 to 6 questions to ask the partner during the review.
  6. Suggest a rough time allocation across sections based on {{meeting_details}}.

Output format — Markdown outline, slide by slide, under 700 words. Businesslike tone. No slide design notes, no filler.

Guardrails — Do not invent figures, partner names, or contract terms. Mark any assumption with "Assumption:" and any missing data with "Data needed:". If the review touches contractual commitments, rebates, or territory terms, tell the user to confirm with the commercial or legal owner.

Example — Partner: Northwind Resellers, reseller, Q3, target 250k vs actual 210k, 6 open deals, feedback on slow deal registration.