QBR builder: an AI agent that drafts quarterly business reviews from account data
The QBR builder drafts each customer's quarterly business review from the data your team would otherwise gather by hand: usage, results against the goals they set, support history, open requests and what's coming next. The account owner gets a draft deck in your template to edit before the meeting.
We design every agent around how you sell. This page shows our starting design for this one.
- When it runs
- Two weeks before each scheduled QBR, or when an owner asks.
- Works in
- Product usage data, your CRM and support desk, and your slide template in Google Slides or PowerPoint.
- Waits for a person
- The whole deck. The owner edits it and presents it.
- How you know it works
- Hours spent preparing each QBR, and QBRs held on schedule.
What it does
- Finds the QBRs on the calendar or due under your schedule.
- Pulls the customer's goals and compares them with what happened this quarter.
- Gathers usage trends, support tickets, feature requests and anything promised last quarter.
- Picks the points worth discussing and drafts the slides in your template.
- Adds speaker notes and suggested asks, and saves the deck to the account's folder.
What it hands your team
QBR draft: Lumen, third quarter
- Goal
- Cut time to first reply on inbound leads to under an hour.
- Result
- Down to 22 minutes on average, from five hours last quarter.
- Open items
- Two feature requests and one billing question.
- Suggested ask
- An introduction to their sales lead, to discuss a second region.
Example output. The companies and people are made up.
Questions about the QBR builder agent
Will it use our QBR template?
Yes. It fills your template in Google Slides or PowerPoint, so the deck looks like the ones your team presents today.
What if the numbers look bad?
The draft shows them as they are, with the likely reasons and a suggested response. The owner decides how to present them.
Does it work without product usage data?
Yes, with less detail. It can work from your CRM, support desk and the customer's emails, and you can add usage data later.
More agents for customers
- Onboarding guideTracks each new customer's first 90 days and flags stalls.
- Health watchFlags accounts whose usage or sentiment is slipping.
- Renewal prepBuilds the renewal brief 90 days before each renewal.
- Expansion signalsSpots teams and use cases ready for more seats.
- Win-backRevisits lost deals and past customers when their situation changes.
What should your team stop doing by hand?
Tell us in a line or two. We'll send a free plan of where agents fit and what to build first, within 5 business days.