Best for
- CS teams preparing QBRs for strategic accounts
- Customer marketing teams supporting value storytelling
- Account managers who need a better renewal or expansion narrative
Turn usage data, CSM notes, support themes, and business outcomes into a QBR deck that proves value and surfaces expansion opportunities.
Create a customer-ready QBR deck with value recap, adoption risks, success plan, and expansion narrative.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
6 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
QBRs often become status updates instead of value stories. Customers need to see what changed, what outcomes were achieved, where adoption is stuck, and what should happen next. This workflow turns product usage and success notes into a narrative that helps renewals, expansion, and executive alignment.
Expected results
Deck production time
2-4 hours per deck
The workflow reduces manual data synthesis, narrative writing, and deck structuring for each QBR.
Slide output
8-12 customer-ready slides
This is enough for strategic QBRs without overwhelming the customer with internal reporting.
Value clarity
Usage plus outcome narrative
The deck connects adoption data to business outcomes and next steps instead of reporting raw usage alone.
Expansion support
Risks and opportunities surfaced
The QBR includes adoption gaps and expansion opportunities for CS and account teams to act on.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-45 min
30-45 min
Set up: In Gainsight, create a QBR objective brief before pulling charts or drafting slides.
Capture: Record the primary purpose as renewal confidence, expansion, adoption recovery, executive alignment, success-plan reset, or another approved objective. Add the customer audience, executive attendees, contract and renewal context, strategic goals, current health, known risks, sensitive topics, and desired decision or next step.
Scope: Define what success for the meeting looks like and which topics must be discussed even if they are uncomfortable. List the business outcomes the customer cares about and distinguish confirmed outcomes from internal assumptions or proxy metrics. Assign a CSM owner, account-team reviewers, data cutoff date, deck due date, and customer delivery date.
Output: Save the approved brief in Gainsight and do not begin the deck until the CSM and account owner agree on the narrative goal.
An approved QBR objective brief with audience, purpose, outcomes, risk, sensitivities, decision goal, owners, and timeline.
Write the desired customer decision in one sentence. That decision should determine which data and recommendations belong in the deck.
60-75 min
60-75 min
Scope: Set a fixed reporting period and comparison period so every usage, health, support, and outcome metric uses consistent dates. From Mixpanel, export active users, licensed users, feature adoption, usage frequency, cohort trends, milestone completion, workflow depth, and any product signals tied to the customer’s stated goals.
Action: From Gainsight, export health-score history, CSM notes, success-plan milestones, support themes, open risks, prior commitments, renewal context, and business outcomes. Preserve metric definitions, filters, source links, extraction timestamps, and the difference between account-level and user-level measures.
QA: Reconcile totals and investigate sudden changes caused by tracking releases, seat changes, identity resolution, or incomplete data before interpreting them as customer behavior. Create a data pack that separates verified outcomes, usage proxies, risks, open questions, and metrics that should not be shown externally.
Approval: Obtain CSM or CS Operations sign-off on the data pack before narrative generation.
A reconciled QBR data pack with consistent periods, definitions, verified outcomes, usage signals, health context, risks, and excluded metrics.
Pro workflow preview
Previewing 2 of 7 steps
Get the remaining 5 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Include metric definitions next to every chart candidate. Customers may use the same term differently, and ambiguity can undermine trust during the QBR.
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