qbr-prep

What problem does it solve?

Customer success managers spend hours manually aggregating data from Salesforce, Gong, and success plan tools to build quarterly business review (QBR) decks, leading to inconsistent content, delayed reviews, and time pulled away from strategic customer engagement.

Core Features & Use Cases

• Multi-source parallel data aggregation: Pulls Salesforce account history, support cases, Gong call themes from the last 90 days, and active success plan data in a single workflow to eliminate manual data gathering.
• Three-pass structured content generation: Runs dedicated synthesis, risk/expansion, and tone-match passes to produce slot-mapped slide content aligned to your team's QBR template, plus a one-page executive summary for pre-call review.
• Built-in accuracy guardrails: Validates data freshness, flags missing or stale inputs (like outdated success plans or insufficient Gong call coverage), and matches output to your CSM team's voice to avoid generic or inaccurate deck content. Use case: A CSM preparing a QBR for a key $500k ARR account can generate a fully populated draft in minutes instead of hours, with all relevant wins, risks, and expansion paths already mapped to their team's slide template.

Quick Start

Provide your Salesforce account ID, current quarter label, path to the prior QBR, and success plan reference to the qbr-prep skill to receive a fully populated, slot-mapped QBR draft ready for CSM review.