# 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.

Category: Customer success. For: Customer success, Sales.

## What it's for

Walk into every QBR knowing who's in the room, what you want decided, and the customer's own evidence.

Suited to:

- 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

1. Read the account
2. Quarter conversations
3. Saved facts
4. Proof points
5. Evidence (the model works this out)
6. 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:

- 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.

Use this template: https://app.closefinch.com/app/agents/templates/qbr-prep (sign in first). Every template: [https://www.closefinch.com/templates](https://www.closefinch.com/templates).