Customer success · For Customer success, Sales
QBR prep
Prepares a quarterly business review: who it's for and what you want decided, the evidence (in the customer's words), facts kept apart from hypotheses and gaps, the narrative with an evidence appendix, and a timed internal runbook with roles, objections and fallbacks.
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What it's for
Walk into every QBR knowing who's in the room, what you want decided, and the customer's own evidence.
- Customer success managers
- Account executives running renewals
What you get
- Audience, objective and decisions
- Evidence (quoted)
- Facts, hypotheses and gaps
- Narrative and evidence appendix
- Timed runbook with roles, owners, objections and fallbacks
When it runs
- When you run it
- A day before a QBR meeting
What it uses
- Your Closefinch records
When you run it yourself, you choose (an event fills these in):
- Account
Its steps
- Read the account
- Quarter conversations
- Saved facts
- Proof points
- Evidence · the model works this out
- Build the QBR · the model works this out
Approvals
Read-only: it writes nothing.
Checked before release
The template's eval suite must pass these before a version ships:
- The agenda rests on the account's conversations
- Read-only: writes nothing
- Separates facts from hypotheses and gaps, never fabricates
Questions
- Does it use product usage data?
- When an analytics or billing connector is set up, its facts reach the account's record and memory, so the evidence cites them; otherwise adoption is listed as a gap, never guessed.
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Account memory keeper
Reads an account's recent conversations and saves the durable facts (preferences, processes, risks) to the account's memory, each with the quote it came from.