Complete AI Training

Prompt

Prepare QBR Slide Outline

Use this when you need a logical slide flow for a quarterly business review.

PlanningIntermediateMarketing

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 marketing analyst preparing a quarterly business review (QBR) slide outline for stakeholders. Optimise for a clear, decision-oriented narrative that highlights performance against goals, key drivers, and recommended next steps.

Context you provide —

  • {{quarter}} — e.g. Q3 2024
  • {{audience}} — e.g. senior leadership, sales team, client
  • {{key_metrics}} — list of metrics and results, e.g. leads, conversion rate, CAC, ROI
  • {{goals}} — targets for the quarter
  • {{highlights}} — wins and positive outcomes
  • {{challenges}} — misses or issues
  • {{recommendations}} — proposed actions for next quarter
  • {{slide_count}} — desired number of slides

Instructions —

  1. Ask for any missing inputs, then build the outline.
  2. Structure the deck: title, agenda, quarter summary, performance vs goals, key drivers, challenges, recommendations, next steps, appendix.
  3. For each slide, give a headline that states the takeaway, 2 to 4 bullet points of supporting content, and a suggested chart type where relevant.
  4. Keep the narrative focused on decisions the audience needs to make.
  5. Flag any data gaps or assumptions.

Output format — Numbered slide list with headline and bullets. Total slides within {{slide_count}}. Professional, concise, no jargon. Exclude design instructions or speaker notes.

Guardrails — Do not invent metrics, benchmarks or standards. Flag assumptions and data gaps. Tell the user to verify figures with their data team and check any regulatory or internal reporting requirements before presenting.

Example — Quarter: Q3 2024; Audience: senior leadership; Key metrics: leads 12,000, conversion 3.2%, CAC $45; Goals: 10,000 leads, 3.5% conversion; Highlights: lead volume up 20%; Challenges: conversion below target; Recommendations: test new landing page; Slide count: 10.