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# Quarterly Business Review (QBR) **Customer:** [Customer Name] **Date:** [QBR Date] **Prepared by:** [CSM Name] **Attendees:** [List attendees and titles] --- ## 1. Executive Summary **Overall Relationship Status:** [Green / Yellow / Red] **Health Score:** [Score]/100 **Key Theme:** [One sentence summarizing the quarter] ### Quarter Highlights - [Highlight 1: major achievement or milestone] - [Highlight 2: value delivered] - [Highlight 3: initiative completed] ### Areas of Focus - [Focus
How to Use
Recommended: Install to project (local)
mkdir -p .claude/skills
curl -o .claude/skills/qbr_template.md \
https://raw.githubusercontent.com/alirezarezvani/claude-skills/main/business-growth/customer-success-manager/assets/qbr_template.mdSkill is scoped to this project only. Add .claude/skills/ to your .gitignoreif you don't want to commit it.
Alternative: Clone full repo
git clone https://github.com/alirezarezvani/claude-skillsThen reference at business-growth/customer-success-manager/assets/qbr_template.md
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