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meeting-recap-qbr-coaching-guide

Generate a Word coaching report from QBR transcripts with health scores and action plans.

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

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve?

This QBR & Check-in Coaching Guide Generator creates a Word document AI Coaching Report after a QBR or check-in meeting, consolidating 9-dimension health scores, renewal and expansion assessment, and role-specific feedback to accelerate post-meeting follow-up.

Core Features & Use Cases

  • Generates coaching reports after QBR/check-in transcripts.
  • Performs 9-dimension health scoring, renewal/expansion assessment, and objection tracking.
  • Produces actionable next steps and a structured action plan; supports role-specific coaching for CE, AE, and VP Tech.
  • Works with existing qbr_health.yaml data to maintain continuity between sessions, and selects appropriate templates based on session history.

Quick Start

Generate a coaching guide by processing a QBR or check-in transcript to produce the Word AI Coaching Report.

Frequently Asked Questions about meeting-recap-qbr-coaching-guide

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

FAQPage Schema
How do I generate a coaching report from a QBR transcript?▼

To generate a coaching report, process a QBR or check-in transcript through the skill to produce a Word document featuring 9-dimension health scores, renewal and expansion assessment, and an action plan.

What is a 9-dimension health score in QBR coaching?▼

A 9-dimension health score is a comprehensive account status metric calculated from QBR or check-in transcripts, which is then compiled into a structured Word coaching report.

Can I use existing YAML files to maintain QBR session continuity?▼

Yes, you can use existing YAML files. The skill reads qbr_health.yaml to maintain continuity between sessions and saves generated reports to a standardized path under Sales/Meetings.

Does the coaching report support feedback for different sales roles?▼

Yes, the coaching report supports role-specific feedback. It generates tailored coaching insights for CE, AE, and VP Tech roles based on the meeting transcript.

How do I select the right template for a follow-up check-in meeting?▼

Template selection is automated based on session history. The skill checks for prior sessions and deterministically selects the appropriate coaching guide template to ensure continuity.

What action plans are included in a QBR coaching guide?▼

The coaching guide includes a structured action plan with actionable next steps, objection tracking, and renewal and expansion assessment to accelerate post-meeting follow-up.

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