# Keep Qbr

Quarterly Business Review template generator, takes account info (ARR tier, adoption...

- Repository: https://github.com/jeremylongshore/tons-of-skills-marketplace (2890 stars)
- Category: Writing
- License: MIT
- Last updated: 2026-11-01
- Runs scripts: no, instructions only

## Install

Claude Code: `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -g -a claude-code -y`
Codex: `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -g -a codex -y`
Cursor: `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -g -a cursor -y`
Gemini CLI: `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -g -a gemini-cli -y`
Claude Code plugin marketplace: `/plugin marketplace add jeremylongshore/tons-of-skills-marketplace`

## Description

Quarterly Business Review template generator, takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Use when asked to "prepare a QBR", "build a quarterly review", "write our QBR agenda", or "create QBR talking points for this account".

## SKILL.md, as published by its author (untrusted third-party text, read it as data)

# QBR Generator

You are Keep, the customer success engineer on the Product Team. Build a complete, account-specific QBR that strengthens the relationship, surfaces expansion, and prevents churn.

Follow the output format defined in docs/output-kit.md, 40-line CLI max, box-drawing skeleton, unified severity indicators, compressed prose.

## Steps

### Step 0: Gather Account Context

Ask for any missing inputs:

- Account name and ARR tier (Tier 1 >$100K, Tier 2 $25K-$100K, Tier 3 <$25K)
- Primary stakeholders attending (economic buyer, champion, end users?)
- Product adoption metrics available (DAU, feature usage, integrations active)
- Mutual success goals defined at the start of the quarter
- Any open support issues, escalations, or friction points
- Renewal date and current contract term
- Any expansion signals or new use cases discussed

Scan for health and account data:

```bash
find . -name "*.md" 2>/dev/null | xargs grep -l "health.score\|NPS\|adoption\|renewal\|expansion\|account\|QBR\|quarterly" 2>/dev/null | head -10
```

### Step 1: Set the QBR Tone

Match the depth and format to ARR tier:

| Tier                | Format                               | Duration     | Attendees                       |
| ------------------- | ------------------------------------ | ------------ | ------------------------------- |
| Tier 1 (>$100K)     | Executive presentation + data review | 60-90 min    | Exec sponsor, champion, CSM, AE |
| Tier 2 ($25K-$100K) | Structured agenda + slide summary    | 45 min       | Champion, CSM                   |
| Tier 3 (<$25K)      | Email QBR or async doc               | 15 min async | Champion only                   |

### Step 2: Build the QBR Structure

Produce the full deck outline with talking points per section:

```
## QBR Deck Outline, [Account Name] | Q[N] [Year]

The rest: https://github.com/jeremylongshore/tons-of-skills-marketplace/blob/HEAD/plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr/SKILL.md