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Agent skill

Keep Qbr

by jeremylongshore in jeremylongshore/tons-of-skills-marketplace

Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points.

MITAuto-check: notesSales & Support

Install Keep Qbr

skills CLI
$ npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -a claude-code

Project install by default; add -g for ~/.claude/skills/.

GitHub CLI
$ gh skill install jeremylongshore/tons-of-skills-marketplace keep-qbr --agent claude-code

Project scope by default; add --scope user for a personal install. Needs GitHub CLI 2.90.0 or later (public preview).

Manual copy
$ git clone --depth 1 https://github.com/jeremylongshore/tons-of-skills-marketplace.git skills-src && mkdir -p .claude/skills && cp -r skills-src/plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr .claude/skills/keep-qbr && rm -rf skills-src

Use ~/.claude/skills/ instead of .claude/skills for a personal install. The folder must contain SKILL.md.

Claude Code skills documentation · loads skills from .claude/skills/

Facts

Skill name
keep-qbr
GitHub stars
2.8k
Token cost
~1.3k tokens
SKILL.md length
278 words
Files
1
Skills in repo
3,342
Repo updated
First seen
Licence
MIT

At a glance

Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points.

  • Works in 5 steps: Gather Account Context → Set the QBR Tone → Build the QBR Structure → …
  • Asked to prepare a QBR
  • SKILL.md covers Steps and Delivery
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Keep Qbr is an agent skill from jeremylongshore/tons-of-skills-marketplace. 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".

Its SKILL.md is about 1.3k tokens, which your agent loads only when the skill is triggered. It is a single SKILL.md file with no bundled scripts.

It sits in Sales & Support, covering Customer success. The repository describes itself as: Model-agnostic agent-skills platform with a harness-free canonical layer, verified adapters, and the ccpi package manager. Explore at tonsofskills.com. The licence is MIT.

When your agent uses it

  • Asked to prepare a QBR
  • Build a quarterly review
  • Write our QBR agenda
  • Create QBR talking points for this account

Example prompts

  • “prepare a QBR”
  • “build a quarterly review”
  • “write our QBR agenda”
  • “/keep-qbr”

Requirements

  • Pre-approved tools (allowed-tools): Read, Bash, Glob, Grep, AskUserQuestion

Workflow steps

5 steps, taken from the step headings in SKILL.md.

  1. Gather Account Context
  2. Set the QBR Tone
  3. Build the QBR Structure
  4. Talking Points for Difficult Moments
  5. Post-QBR Actions

What it can do on your machine

Read from SKILL.md and the folder at commit cfae287. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves these tools, so the agent can use them without asking each time:

    • Read
    • Bash
    • Glob
    • Grep
    • AskUserQuestion

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md (its code samples are bash).

    From the folder's file list and the shell code blocks in SKILL.md.

  • Network

    No URLs in SKILL.md.

    From URLs in SKILL.md, links to its own repository left out.

  • Credentials

    Names no API keys, tokens, secrets or passwords.

    From names ending in _API_KEY, _TOKEN, _SECRET, _KEY or _PASSWORD in SKILL.md.

Context cost

Keep Qbr loads about 1.3k tokens when it runs. Until then it costs about 77 tokens; SKILL.md has 278 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~77
When it runs · the whole SKILL.md, loaded when a task matches
~1.3k

Estimates: characters ÷ 4, the usual rule of thumb; real counts depend on the model's tokenizer. Scripts and assets cost tokens only if the agent reads them.

Safety

Auto-check: notes

The automated check noted patterns worth knowing about, such as sudo or a known installer.

  • NotePre-approves every shell command (allowed-tools: Bash)SKILL.md
    allowed-tools: Read, Bash, Glob, Grep, AskUserQuestion

Automated static check — not a guarantee. Review scripts before installing. It scans the text of SKILL.md for risky patterns (piping downloads into a shell, reading credential files, hidden Unicode, destructive commands); files beside SKILL.md are not scanned.

SKILL.md

The full file from jeremylongshore/tons-of-skills-marketplace at commit cfae287, republished under its MIT licence (© jeremylongshore). 278 words, ~1,347 tokens.

Download SKILL.mdSave it as .claude/skills/keep-qbr/SKILL.md (or your agent's skills folder).
name
keep-qbr
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".
allowed-tools
Read, Bash, Glob, Grep, AskUserQuestion
version
0.1.0
author
tonone-ai <hello@tonone.ai>
license
MIT

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:

TierFormatDurationAttendees
Tier 1 (>$100K)Executive presentation + data review60-90 minExec sponsor, champion, CSM, AE
Tier 2 ($25K-$100K)Structured agenda + slide summary45 minChampion, CSM
Tier 3 (<$25K)Email QBR or async doc15 min asyncChampion 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]

---
### Slide 1: Executive Summary (2 min)
Purpose: Frame the quarter in one view before diving in.
Talking points:
- "[Account] and [Product] — what we set out to do this quarter"
- Headline metric: [key outcome achieved, one number]
- Relationship health: [Green / Yellow / Red + one sentence why]

---
### Slide 2: Goals Review — What We Committed To (5 min)
Purpose: Show you remembered their goals. Be honest about misses.

| Goal | Target | Actual | Status |
|------|--------|--------|--------|
| [goal 1] | [target] | [actual] | [Met/Partial/Miss] |
| [goal 2] | [target] | [actual] | [Met/Partial/Miss] |

Talking point for any MISS: "Here is what happened and what we're changing."

---
### Slide 3: Health Signal Summary (5 min)
Purpose: Show the data. Don't hide unflattering signals.

Metrics to present:
- Active users / seats: [N active / N licensed] = [X%] utilization
- Feature adoption depth: [core features used vs. available]
- Support ticket volume: [N] tickets, [N] open, CSAT: [score]
- Time-to-resolution avg: [N days]
- NPS or satisfaction signal: [score or qualitative]

---
### Slide 4: Value Delivered (10 min)
Purpose: Make the ROI tangible. This slide justifies renewal.

Format:
"Before [Product]: [pain state]
After [Product]: [outcome]
Measured by: [metric]
Equivalent to: [business translation — hours saved, cost avoided, revenue added]"

Include one customer quote if available.

---
### Slide 5: Product Roadmap Highlights (5 min)
Purpose: Show what is coming that is relevant to THEIR goals.
Only include roadmap items that map to their stated needs.
Do not share a generic roadmap dump.

---
### Slide 6: Expansion Opportunity (5 min)
Purpose: Natural, not salesy. Frame as "we noticed you might benefit from...".

| Opportunity | Why relevant | Potential impact |
|-------------|--------------|-----------------|
| [add-on/tier upgrade] | [usage signal that indicates need] | [outcome] |

---
### Slide 7: Success Plan — Next Quarter (5 min)
Purpose: Mutual commitment. Both sides sign off on goals.

| Goal | Owner | Measure | Due |
|------|-------|---------|-----|
| [goal] | [Customer/Keep] | [metric] | [date] |

---
### Slide 8: Open Issues + Action Items (3 min)
List any open tickets, escalations, or commitments from both sides.
Close with: "Who owns what, and by when."
Step 3: Talking Points for Difficult Moments

If there are open escalations or health signals below GREEN:

  • Acknowledge the issue first, before the data slide
  • Have a recovery plan ready, not just an apology
  • If the economic buyer will ask "why should we renew?" — prepare a 2-sentence answer before the meeting
Step 4: Post-QBR Actions
After the call:
[ ] Send meeting summary within 24 hours
[ ] Attach updated success plan as a doc
[ ] Log expansion opportunity in CRM
[ ] Set next QBR date before this call ends
[ ] Flag any churn signals to CSM manager same day

Delivery

Output the full QBR deck outline with talking points. Expansion signal and churn risk sections must both appear. If output exceeds 40 lines, delegate to /atlas-report.

© jeremylongshore, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

Just SKILL.md in plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr of jeremylongshore/tons-of-skills-marketplace.

Open the folder on GitHubat commit cfae287

Compare with similar skills

Keep Qbr next to the 5 skills that share the most tags, products or categories with it. Stars are the repository's; “used in” counts other GitHub owners with a copy.

Keep Qbr compared with similar skills
SkillStarsUsed inTokensAuto-checkLicenceRepo updated
Keep Qbr this skilljeremylongshore/tons-of-skills-marketplace2.8k—~1.3kAutomated safety check: NotesMIT
Cs Health Scorecardmohitagw15856/pm-claude-skills1.4k—~2.4kAutomated safety check: PassMIT
Youtube SearchZeroPointRepo/youtube-skills1k1 repos~1.8kAutomated safety check: PassMIT
YtZeroPointRepo/youtube-skills1k1 repos~951Automated safety check: PassMIT
Account PlanBevel-Software/Hexis100—~2.1kAutomated safety check: PassApache-2.0
Loki Modedavila7/claude-code-templates33k7 repos~7.1kAutomated safety check: WarnMIT

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Categories

Questions about Keep Qbr

What does Keep Qbr do?

Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points. Keep Qbr is an agent skill from jeremylongshore/tons-of-skills-marketplace. Quarterly Business Review template generator — takes account info (ARR tier, adoption metrics, goals) and produces a complete QBR deck outline and talking points.

When should I use Keep Qbr?

Keep Qbr fits situations like: asked to prepare a QBR; build a quarterly review; write our QBR agenda; create QBR talking points for this account.

How do I install Keep Qbr in Claude Code?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -a claude-code`. Or copy the skill folder (plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr in jeremylongshore/tons-of-skills-marketplace) into .claude/skills/keep-qbr in your project. Claude Code loads it when a task matches its description.

How do I install Keep Qbr in Codex?

Run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -a codex`. Or copy the skill folder (plugins/ai-agency/tonone/bundle/revenue-team/skills/keep-qbr in jeremylongshore/tons-of-skills-marketplace) into .agents/skills/keep-qbr in your project. Codex loads it when a task matches its description.

Can I use Keep Qbr in Cursor, Gemini CLI or GitHub Copilot?

Cursor, Gemini CLI, GitHub Copilot and OpenCode also load SKILL.md folders. With the skills CLI, run `npx skills add jeremylongshore/tons-of-skills-marketplace --skill keep-qbr -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/keep-qbr, .gemini/skills/keep-qbr, .github/skills/keep-qbr and .opencode/skills/keep-qbr in your project.

What does Keep Qbr need to run?

SKILL.md names no scripts, command-line tools or credentials: Keep Qbr is instructions for the agent only. Its frontmatter pre-approves these tools: Read, Bash, Glob, Grep, AskUserQuestion.

Does Keep Qbr access the network?

SKILL.md contains no URLs. Any network use would come from the scripts or tools the agent runs. This is read from the text; nothing was executed.

Is Keep Qbr safe to install?

Our automated static check of SKILL.md found notes only (pre-approves every shell command (allowed-tools: bash)), nothing it rates as a warning. It is not a guarantee. Review the folder before installing.

What licence does Keep Qbr use?

Keep Qbr is published under the MIT licence (declared in SKILL.md). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Keep Qbr use?

About 1.3k tokens (SKILL.md is roughly 5.4k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full.

What are the alternatives to Keep Qbr?

Skills that share tags, products or a category with Keep Qbr: Cs Health Scorecard (mohitagw15856/pm-claude-skills, 1.4k stars), Youtube Search (ZeroPointRepo/youtube-skills, 1k stars), Yt (ZeroPointRepo/youtube-skills, 1k stars) and Account Plan (Bevel-Software/Hexis, 100 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Keep Qbr?

jeremylongshore (a GitHub user) maintains it in jeremylongshore/tons-of-skills-marketplace, which has 2,827 GitHub stars. The repository holds 3,342 skills in this directory. The repository was last updated on October 10, 2026.

Source: jeremylongshore/tons-of-skills-marketplace on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.