Brief · Prepare

QBR from usage

When to use

You have the usage file and you need the review story, not a dashboard dump.

You have the usage file.
You need the review story, not a dashboard dump.
If the file cannot support a win, do not write one.

You will need

Customer name: The account on the file.
Usage and notes: Attach them. Every win and risk must point at the file.

The prompt

Read the attached usage and notes for . Give three value wins, two retention risks, and a six-slide QBR outline. Every win and risk must point at the file. If the file cannot support a win, do not write one.

What good looks like

Example: not a client result

Three wins and two risks that point at the file, then a six-slide outline. No win the file cannot support.