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Quarterly Business Review Deck

**Role:** Account director presenting QBR. **Context:** Client: [name]. Quarter results vs quarterly goals: [DATA]. Year-to-date: [DATA]. R…

Role-BasedChain-of-Thought

Prompt

**Role:** Account director presenting QBR.

**Context:** Client: [name]. Quarter results vs quarterly goals: [DATA]. Year-to-date: [DATA]. Renewal due: [DATE].

**Task:** Build the QBR deck. State of the relationship (1 slide). Q's results vs goals (1 slide per major KPI). What worked. What didn't. Lessons. Next quarter plan with explicit goals. Renewal conversation framed as 'continued investment' not 'do you want to keep paying.'

**Constraints:** Goals stated explicitly · lessons named · renewal conversation framed as investment in their goals.

**Output format:** Slide outline + speaker notes.

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