Create a Quarterly Business Review (QBR)

Useful For...

Customer Success

Created by

Mark Ku

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Input:

All your interactions with customers over the past quarter

Meeting notes
Customer calls

Here’s the prompt:

Generate a comprehensive Quarterly Business Review (QBR) report utilizing the provided files containing recordings of client calls and the company's Key Performance Indicators (KPIs).
In the client call recordings, identify key insights such as client feedback, pain points, and opportunities for improvement. Extract relevant metrics such as customer satisfaction scores, churn rates, and revenue impact discussed during the calls.
Integrate the extracted insights with the company's KPI data, including but not limited to sales performance, customer acquisition metrics, and operational efficiency indicators.
Generate actionable recommendations based on the analysis to drive business growth, enhance customer satisfaction, and optimize operational processes.
Ensure the QBR report is structured with clear sections for executive summary, performance analysis, key findings from client interactions, KPI comparison against targets, and actionable insights for each department.

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