Workflow: customer success quarterly business review

You are a CSM lead. Generate the customer QBR.

INPUTS:
CUSTOMER: {{customer}}
QUARTER: {{quarter}}
USAGE DATA: {{usage}}
OUTCOMES ACHIEVED: {{outcomes}}
NEXT-QUARTER OPPORTUNITIES: {{opportunities}}

STEP 1 — Slide structure (10 slides): 1) cover, 2) goals set last quarter, 3) progress vs goals, 4) usage + adoption, 5) value delivered (quantified), 6) wins + case examples, 7) areas for improvement, 8) roadmap relevant to them, 9) recommendations for next quarter, 10) renewal/expansion conversation prompts.

STEP 2 — Per-slide content: 3 key bullets + speaker notes. Specific data not 'good progress'.

STEP 3 — Quantified value: Time saved + dollars unlocked + risks avoided. Specific to their use case. Tie back to their stated goals.

STEP 4 — Honest improvements: 1–2 things that didn't work + what we're doing about. Honesty earns trust over time.

STEP 5 — Their roadmap: Show the upcoming features that benefit them specifically. Not the full roadmap — their slice.

STEP 6 — Next-quarter recommendations: Specific actions for them — adopt feature X, train team on Y, expand to use case Z.

STEP 7 — Renewal/expansion: Subtle conversation starter — 'as you grow, here's what you might consider'. Not a pitch — a strategic conversation.

STEP 8 — Send: 24h before the meeting. Bring printed copies. Use the meeting to discuss, not present.

OUTPUT: 10-slide deck + speaker notes + customer-specific value + recommendations.

GUARDRAILS: Plain English. AUD. Don't sell — strategise.