business-review-framework
CommunityLightweight check-ins that drive value
Content & Communication#customer-success#check-in#framing#business-review#value-conversation#qbr-lite
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Provides a lightweight alternative to a full QBR for mid-market and SMB accounts that need value conversations but do not warrant a formal quarterly business review. Structures a 20-30 minute business check-in with usage highlights, value evidence, and forward-looking discussion.
Core Features & Use Cases
- Structured 4-block format: Value snapshot, Usage highlights, Discussion, Next steps.
- Flexible delivery options: live call, video message, or email review.
- Scales to mid-market and SMB accounts needing focused value conversations without the overhead of a full QBR.
Quick Start
Provide the account name, ARR, segment, tenure, renewal date, usage highlights, and value evidence to run a 20-30 minute business check-in using the four-block structure.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: business-review-framework Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#business-review-framework Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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