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meeting-recap-qbr

Processes QBR transcripts to extract action items and generate coaching reports.

Updated Mar 26, 2026
Search Tags:#expansion#action-items#renewal#qbr#meeting-recap#POD#coaching-report
One-click install
npx skills add https://github.com/jared-hawkins-young/claude-trackers --skill meeting-recap-qbr
Or copy as Structured Prompt for Agent▼
Please help me install this Agent Skill.
Skill: meeting-recap-qbr
Source: https://github.com/jared-hawkins-young/claude-trackers/tree/main/meeting-recap/qbr
Command: npx skills add https://github.com/jared-hawkins-young/claude-trackers --skill meeting-recap-qbr

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This Skill processes Quarterly Business Review transcripts for existing customers, extracting action items, generating a 9-dimension AI coaching report, and producing both internal POD distribution notes and a customer-facing recap email.

Core Features & Use Cases

  • Extract action items from QBR transcripts using criteria from the action-item-criteria reference.
  • Generate an AI coaching report that scores health dimensions, assesses renewal risk, and identifies expansion opportunities.
  • Produce an internal distribution email for the POD team and a customer-facing recap for the account.

Quick Start

Process the QBR transcript to extract action items, generate the AI coaching report, and prepare internal POD and customer-facing recap emails.

Frequently Asked Questions about meeting-recap-qbr

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I extract action items from a QBR transcript?▼

You can extract action items from a QBR transcript by processing it through the Skill, which applies specific action-item criteria to identify tasks and generate an AI coaching report.

What is a QBR coaching report and how does it assess account health?▼

A QBR coaching report scores 9 health dimensions, assesses renewal risk, and identifies expansion opportunities from a QBR transcript to provide actionable coaching for the account team.

How do I generate a customer-facing recap email from a meeting transcript?▼

You generate a customer-facing recap email by processing the meeting transcript through the Skill, which extracts action items and outputs a ready-to-send email summarizing the QBR for the account.

Can I assess renewal risk and expansion signals from existing customer QBRs?▼

Yes, you can assess renewal risk and expansion signals. The Skill processes QBR transcripts to score relationship health dimensions and identify expansion opportunities across PODs for existing customers.

What is the best way to distribute QBR notes to an internal POD team?▼

The best way to distribute QBR notes is to use the Skill to generate internal POD distribution emails. It processes the transcript and outputs ready-to-send notes containing action items and coaching insights.

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