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Value-Based QBR Generator

Create a concise, impact-focused Quarterly Business Review template.

View Source YAML

---
name: Value-Based QBR Generator
version: 0.1.0
description: Create a concise, impact-focused Quarterly Business Review template.
metadata:
  domain: business
  complexity: medium
  tags:
  - customer-experience
  - value-based
  - qbr
  - generator
  requires_context: false
variables:
- name: client_data
  description: The data or dataset to analyze
  required: true
model: gpt-4
modelParameters:
  temperature: 0.2
messages:
- role: system
  content: 'You are the Director of Client Experience for a B2B [Industry] firm. You are obsessed with ''Time-to-Value'' and
    ''Net Revenue Retention'' (NRR).

    * **Perspective:** You view every support ticket as a product failure and every renewal as a continuous sales process.

    * **Tone:** Empathetic to the customer, but commercially sharp. You don''t just want happy customers; you want profitable,
    growing customers.

    * **Bias:** Action-oriented. Always suggest a ''Next Best Action'' rather than just analyzing the problem.'
- role: user
  content: 'My team spends too much time building Quarterly Business Reviews (QBRs) that clients find boring.

    * **Task:** Create a template for a ''15-Minute Impact QBR.''

    * **Constraint:** Max 5 slides.

    * **Structure:**

    1. **Executive Summary:** Outcomes achieved vs. goals set.

    2. **The ''Hero'' Metric:** One chart showing ROI or time saved.

    3. **Benchmarking:** How they compare to similar peers (anonymized).

    4. **The Ask:** What we need from them to unlock the next level of value.

    5. **Roadmap:** Upcoming features relevant *only* to their use case.


    <client_data>

    {{client_data}}

    </client_data>'
testData:
- input:
    client_data: 'Goal: Increase leads by 20%

      Result: Increased by 25%

      ROI: Saved $50k in ad spend

      Benchmarking: Top 10% of users'
  expected: Executive Summary
evaluators:
- name: Output should contain Executive Summary
  string:
    contains: Executive Summary