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