Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account.

MITAuto-check passedSales & Support

Install Qbr Deck

skills CLI
$ npx skills add mohitagw15856/pm-claude-skills --skill qbr-deck -a claude-code

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

GitHub CLI
$ gh skill install mohitagw15856/pm-claude-skills qbr-deck --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/mohitagw15856/pm-claude-skills.git skills-src && mkdir -p .claude/skills && cp -r skills-src/skills/qbr-deck .claude/skills/qbr-deck && 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
qbr-deck
GitHub stars
1.4k
Token cost
~2.7k tokens
SKILL.md length
1,475 words
Files
4 (incl. references)
Skills in repo
1,348
Repo updated
First seen
Licence
MIT

At a glance

Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account.

  • Works in 3 steps: [Specific action — owner — by when] → [Specific action — owner — by when] → [Specific action — owner — by when]
  • Asked to prepare a QBR
  • SKILL.md covers Required Inputs, QBR Principles, Output Format and Slide 1: Agenda (5 min), plus 15 more sections
  • Instructions only: no scripts, shell commands, URLs or credentials in SKILL.md

What it does

Qbr Deck is an agent skill from mohitagw15856/pm-claude-skills. Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrative, and mutual next steps.

Its SKILL.md is about 2.7k tokens, which your agent loads only when the skill is triggered. The skill folder holds 5 other files, including reference files (for example `references/value-narrative.md`, `references/worked-example.md` and `templates/qbr-outline.md`).

It sits in Sales & Support, covering Customer success and Slides and decks. The repository describes itself as: 1255 professional Agent Skills for Claude, ChatGPT, Gemini, Cursor & Codex — PRDs, postmortems, leases, medical bills, layoffs, go-bags, new countries. Plain markdown, MIT, in… The licence is MIT.

When your agent uses it

  • Asked to prepare a QBR
  • Business review meeting
  • Executive review
  • Quarterly check-in with a customer

Example prompts

  • “/qbr-deck”

Workflow steps

3 steps, taken from the first numbered list in SKILL.md.

  1. [Specific action — owner — by when]
  2. [Specific action — owner — by when]
  3. [Specific action — owner — by when]

What it can do on your machine

Read from SKILL.md and the folder at commit 1cbf1f0. It shows what the files ask for, not the result of running them.

  • Tool permissions

    Pre-approves nothing: there is no allowed-tools line, so your agent's usual permission prompts apply.

    From allowed-tools in the SKILL.md frontmatter.

  • Runs code

    No scripts in the folder and no shell commands in SKILL.md.

    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

Qbr Deck loads about 2.7k tokens when it runs, and up to ~6.2k if it reads all its reference files. Until then it costs about 83 tokens; SKILL.md has 1,475 words of instructions outside code blocks.

Always · name and description, kept in context so the agent knows when to use it
~83
When it runs · the whole SKILL.md, loaded when a task matches
~2.7k
With references · SKILL.md plus every file in references/, read only if the agent opens them
~6.2k

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 passed

The automated check found no risky patterns in SKILL.md.

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 mohitagw15856/pm-claude-skills at commit 1cbf1f0, republished under its MIT licence (© mohitagw15856). 1,475 words, ~2,737 tokens.

Download SKILL.mdSave it as .claude/skills/qbr-deck/SKILL.md (or your agent's skills folder). This skill also uses 3 other files; get the full folder from GitHub.
name
qbr-deck
description
Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Use when asked to prepare a QBR, business review meeting, executive review, or quarterly check-in with a customer. Produces a slide-by-slide QBR structure with talking points, metrics review, value narrative, and mutual next steps.

QBR Deck Skill

Produce a complete Quarterly Business Review deck — structured, data-backed, and customer-focused. A good QBR demonstrates value delivered, aligns on goals for the next quarter, and strengthens the executive relationship. It should never feel like a product demo or a vendor update.

Required Inputs

Ask for these if not already provided:

  • Account name, CSM name, and customer stakeholders attending
  • Contract details — ARR, contract start date, renewal date
  • Last quarter's goals (from previous QBR or kickoff)
  • Usage and adoption data — key metrics for the quarter
  • Support summary — tickets raised, resolution time, any escalations
  • Business outcomes the customer cares about — what success looks like for them
  • Product updates or new features relevant to this customer
  • Goals for next quarter
  • Any open commercial conversations (expansion, renewal, at-risk signals)

QBR Principles

  • Lead with customer outcomes, not product features
  • Every metric should connect to a business result the customer cares about
  • The agenda is a conversation, not a presentation — build in time for customer input at every stage
  • Close with mutual commitments, not just vendor actions

Output Format


QBR: [Account Name] × [Your Company]

[Quarter] [Year] Business Review

Date: [Date] | Location / Call link: [TBC] Customer attendees: [Names and roles] [Your company] attendees: [Names and roles]


Slide 1: Agenda (5 min)

TimeTopicOwner
0:00Welcome and introductionsCSM
0:05[Last quarter] — how did we do?CSM + Customer
0:20Value delivered — business impactCSM
0:35What's coming — roadmap previewCSM / Product
0:45[Next quarter] — goals and prioritiesCustomer
0:55Actions and mutual commitmentsCSM
1:00Close

Talking point: "We've kept today to 60 minutes. We want as much of this to be a conversation as possible — please push back, redirect, and ask questions throughout."


Slide 2: Where We Are Together (2 min)

Partnership snapshot:

  • Customer since: [Date]
  • Contract value: £/$/€[ARR]/year
  • Renewal date: [Date]
  • Active users: [N] of [N] licensed seats ([X]% adoption)
  • Products / modules active: [List]

Talking point: "Before we dive in — a quick picture of where we are. [X] months in, [Y] active users, and this is our [Nth] QBR together."


Slide 3: Last Quarter — Goals We Set Together (5 min)

GoalSet in [Last QBR / Kickoff]Status
[Goal 1][What we committed to]✅ Achieved / ⚠️ Partial / ❌ Missed
[Goal 2][What we committed to]✅ Achieved / ⚠️ Partial / ❌ Missed
[Goal 3][What we committed to]✅ Achieved / ⚠️ Partial / ❌ Missed

For any partial or missed goal: state what happened and what changes next quarter.

Talking point: "Let's start with accountability. Here's what we said we'd achieve last quarter — let's be honest about where we landed."


Slide 4: Usage and Adoption (5 min)

Quarter-over-quarter trend:

Metric[Q-1][Q]Change
Monthly active users[N][N]+/-X%
Sessions per user per week[N][N]+/-X%
[Key feature 1] adoption[X]%[X]%+/-X%
[Key feature 2] adoption[X]%[X]%+/-X%

Highlights:

  • [Positive adoption trend to call out]
  • [Feature or workflow with strongest engagement]

Opportunity:

  • [Feature with low adoption that could drive more value — link to their goals]

Talking point: "Usage is [up / stable / something we want to talk about]. The area I'd like to focus on is [feature] — we're not seeing the adoption we'd expect given [their goal], and I want to understand why."


Slide 5: Business Impact — Value Delivered (10 min)

Lead with outcomes, not activity.

[Outcome 1: customer's primary success metric]

  • Before: [baseline]
  • Now: [current state]
  • Impact: [quantified business result — time saved, revenue influenced, cost reduced, risk mitigated]

[Outcome 2]

  • [Same structure]

[Outcome 3]

  • [Same structure]

Customer evidence (use if available):

"[Quote from champion or user about value experienced]"

Talking point: "This is the section I most want your input on. Are these the outcomes that matter to your business? Are there other ways you're measuring success that we should be tracking?"


Slide 6: Support Summary (3 min)

MetricThis quarterLast quarterTrend
Tickets raised[N][N]↑ / → / ↓
Average resolution time[X hrs][X hrs]↑ / → / ↓
P1 / critical issues[N][N]↑ / → / ↓
CSAT score[X/10][X/10]↑ / → / ↓

Notable issues this quarter:

  • [Any escalation or major ticket — brief summary and resolution]

What we're doing differently:

  • [Any process change or improvement based on support patterns]

Slide 7: What's Coming — Roadmap Preview (5 min)

Focus only on what's relevant to this customer's goals. Do not dump the full roadmap.

Feature / ImprovementExpectedWhy it matters to [Account Name]
[Feature 1][Q+1][Direct link to their goal or pain point]
[Feature 2][Q+1 / Q+2][Direct link]
[Feature 3][H2][Direct link]

Talking point: "I've filtered the roadmap to what I think matters most to your team. I'd love your reaction — are these the right priorities from your perspective?"


Slide 8: Next Quarter — Your Goals (10 min)

Customer input section — facilitate, don't present.

Prompt questions:

  • "What does success look like for your team in [next quarter]?"
  • "What's the biggest challenge you're trying to solve in the next 90 days?"
  • "Is there anything about the way you're using [product] you want to change?"

Capture live:

Goal for next quarterOwner (customer)How we'll support itHow we'll measure it
[Goal 1][Name][CSM / product action][Metric]
[Goal 2][Name][CSM / product action][Metric]

Slide 9: Mutual Commitments (5 min)

[Your company] commits to:

  1. [Specific action — owner — by when]
  2. [Specific action — owner — by when]
  3. [Specific action — owner — by when]

[Account Name] commits to:

  1. [Specific action — owner — by when]
  2. [Specific action — owner — by when]

Next touchpoint: [Date of next check-in or mid-quarter review]


Show full SKILL.md (589 more words)Show less

Slide 10: Thank You + Open Q&A (5 min)

  • Recap the one headline from today: [The single most important thing you want them to remember]
  • Confirm actions are captured and shared after the call
  • Ask: "Is there anything we didn't cover today that you wanted to raise?"

Preparation Checklist

  • Usage data pulled and QoQ comparison calculated
  • Last QBR goals reviewed — status confirmed before the meeting
  • Business outcomes framed in customer language (not product language)
  • Roadmap filtered to this account's specific use cases
  • Customer's goals for next quarter researched or pre-confirmed with champion
  • Executive sponsor briefed on any sensitive topics before the call
  • Actions from previous QBR reviewed — any outstanding items addressed

Deeper Materials

This skill ships with support files — use them when they are available:

  • references/value-narrative.md — The QBR Value Narrative: Their Numbers, Not Your Features. Apply it while producing the output; it carries the calibration and judgment calls the method summary above compresses.
  • templates/qbr-outline.md — a fill-in version of the deliverable with the quality gates inline. Offer it when the user wants to work the document themselves rather than have it generated.

Scoring Rubric (0–40)

Score any output of this skill before handing it over; 32+ is ship-quality.

Dimension0510
Outcome framingValue slide is product activity (logins, sessions, features shipped) dressed as impactBusiness outcomes present but unquantified, or quantified in vendor units rather than the customer's own metrics and currencyEvery value claim is a before/after in the customer's units (hours, spend, attrition, £/$), and shaky attribution is disclosed rather than claimed
Accountability honestyLast quarter's goals missing, or every goal quietly marked achieved; problems and escalations omittedGoals graded but misses lack a cause and a changed plan; support issues mentioned only in passingEvery goal graded ✅/⚠️/❌ with cause and corrective plan for misses, and the quarter's worst moment (outage, escalation, disputed number) gets its own airtime with what changes next
Customer airtime & facilitationDeck is a one-way vendor presentation; no customer input sectionsAgenda nominally includes customer slots but talking points don't actually hand over the floor, or airtime totals under 20 minutesCustomer holds 20+ minutes by the agenda, the goals slide is pure facilitation with prompts and a live-capture table, and multiple talking points explicitly invite pushback
Commitments & relevanceNo mutual commitments; roadmap is a full product dumpCommitments exist but are vendor-only or undated; some roadmap items lack a link to this customer's goalsBoth sides own named, dated commitments, every roadmap row states why it matters to this account, and a next touchpoint is booked before the deck ends

Quality Checks

  • Every slide has a talking point, not just a title
  • Value slide leads with business outcomes, not product activity
  • Roadmap preview links each item to a customer goal
  • Mutual commitments section has real owners on both sides
  • Customer has at least 20 minutes of airtime in the agenda

Anti-Patterns

  • Do not fill the QBR with product activity metrics — lead with business outcomes the customer cares about
  • Do not present a roadmap without linking each item to a customer goal — vendor priorities are not a QBR agenda
  • Do not run a QBR as a one-sided presentation — it must include structured time for the customer to speak
  • Do not close a QBR without documented mutual commitments with named owners on both sides
  • Do not skip the "what's not working" slide — suppressing problems erodes trust and misses renewal risks

Example Trigger Phrases

  • "Prepare a QBR."
  • "Build the business review deck for this customer."
  • "Prepare the executive review."
  • "Plan the quarterly check-in with this account."

© mohitagw15856, MIT. Rendered from Markdown: HTML in the file is shown as text, images as links, and headings moved down two levels. Raw file

Files

SKILL.md and 3 other files (references) in skills/qbr-deck of mohitagw15856/pm-claude-skills.

  • SKILL.md
  • references/value-narrative.md
  • references/worked-example.md
  • templates/qbr-outline.md

Open the folder on GitHubat commit 1cbf1f0

Compare with similar skills

Qbr Deck 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.

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Account Researchexplorium-ai/gtm-skills185—~2.8kAutomated safety check: PassMIT
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Categories

Questions about Qbr Deck

What does Qbr Deck do?

Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account. Qbr Deck is an agent skill from mohitagw15856/pm-claude-skills. Build a Quarterly Business Review (QBR) deck structure and narrative for a customer account.

When should I use Qbr Deck?

Qbr Deck fits situations like: asked to prepare a QBR; business review meeting; executive review; quarterly check-in with a customer.

How do I install Qbr Deck in Claude Code?

Run `npx skills add mohitagw15856/pm-claude-skills --skill qbr-deck -a claude-code`. Or copy the skill folder (skills/qbr-deck in mohitagw15856/pm-claude-skills) into .claude/skills/qbr-deck in your project. Claude Code loads it when a task matches its description.

How do I install Qbr Deck in Codex?

Run `npx skills add mohitagw15856/pm-claude-skills --skill qbr-deck -a codex`. Or copy the skill folder (skills/qbr-deck in mohitagw15856/pm-claude-skills) into .agents/skills/qbr-deck in your project. Codex loads it when a task matches its description.

Can I use Qbr Deck 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 mohitagw15856/pm-claude-skills --skill qbr-deck -a cursor` (or -a gemini-cli, github-copilot or opencode for the others). To copy it by hand, put the folder in .cursor/skills/qbr-deck, .gemini/skills/qbr-deck, .github/skills/qbr-deck and .opencode/skills/qbr-deck in your project.

What does Qbr Deck need to run?

SKILL.md names no scripts, command-line tools or credentials: Qbr Deck is instructions for the agent only.

Does Qbr Deck 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 Qbr Deck safe to install?

Our automated static check of SKILL.md found no risky patterns, such as piping downloads into a shell, reading credential files or hidden Unicode. It is not a guarantee. Review the folder before installing.

What licence does Qbr Deck use?

Qbr Deck is published under the MIT licence (the repository's licence). It allows redistribution, so the full SKILL.md is shown on this page.

How many tokens does Qbr Deck use?

About 2.7k tokens (SKILL.md is roughly 11k characters). Agents keep only the skill's name and description in context until a task matches; then they load SKILL.md in full. Its references folder adds about 3.5k tokens, read only when the agent opens those files.

What are the alternatives to Qbr Deck?

Skills that share tags, products or a category with Qbr Deck: Youtube Search (ZeroPointRepo/youtube-skills, 1k stars), Yt (ZeroPointRepo/youtube-skills, 1k stars), Loki Mode (davila7/claude-code-templates, 33k stars) and Account Research (explorium-ai/gtm-skills, 185 stars). The comparison table on this page puts their stars, adoption, token cost, safety result and licence side by side.

Who maintains Qbr Deck?

mohitagw15856 (a GitHub user) maintains it in mohitagw15856/pm-claude-skills, which has 1,434 GitHub stars. The repository holds 1,348 skills in this directory. The repository was last updated on October 9, 2026.

Source: mohitagw15856/pm-claude-skills on GitHub. Facts on this page come from the repository at the commit we read; the author's words are quoted as theirs.