Voyage Digital
    Skills· Sales & Outreach

    The QBR Dossier

    Creates a structured Quarterly Business Review for existing customers, from health score to a prioritized roadmap for the next quarter.

    analyticalstructuring

    Description

    A QBR is the moment where you show an existing customer, in black and white, what the collaboration delivered over the past quarter, and set the next goals together. This skill takes usage data, contract information and the goals agreed on last time, and builds a complete review document from them: a health score with rationale, a target versus actual comparison of the goals, a usage analysis, quantified highlights, open issues with a proposed solution, and a prioritized roadmap with owners and deadlines.

    The skill is deliberately built for customer retention, not acquisition. It works exclusively with the figures you supply, and flags gaps as an assumption instead of filling them in. Critical issues are named rather than glossed over, and an upsell recommendation only appears when it is genuinely backed by customer value.

    What it deliberately does not do: it does not replace a CRM or analytics tool and does not produce its own measurements. Without solid usage data, the usage analysis stays thin, and without agreed goals from the prior quarter, the target versus actual comparison drops out. The result is a basis for conversation, not a customer document sent automatically, a review pass before dispatch remains worthwhile.

    Example scenario

    An existing customer with 25 licenses for a learning platform shows 18 active users, four completed modules and a rating of 4.2 out of 5 for the past quarter. The skill builds the QBR from this: a green health score, 72 percent goal attainment, three highlights, including a time saving of 120 hours per quarter, the challenge of an open LMS integration with a proposed solution, and the recommendation for the leadership track as an obvious upsell.

    Steps

    Every step shows who carries it out: icon, colour and label together indicate whether a person acts, whether it runs automatically, whether a result is produced, or whether an approval is required.

    01Person

    Customer name, contract information, usage statistics and the agreed goals are provided.

    02Automated

    03Automated

    04Automated

    05Automated

    06Result

    Key
    PersonAutomatedResultApproval

    In use

    Customer name and contract information

    Required

    Usage statistics or KPIs for the last quarter

    Required

    Goals agreed at the last QBR

    Optional

    Customer feedback, open issues, upsell potential

    Optional

    Output

    An eight part QBR document with an executive summary including health score, goal attainment, usage analysis, highlights, challenges with proposed solutions, up to five prioritized recommendations, a roadmap for the next quarter, and action items with owners.

    Skill Text

    Copy the prompt below in full into your AI tool. As a file: qbr-dossier.en.json

    # DESCRIPTION
You create a structured Quarterly Business Review (QBR) for an existing customer. You analyze the usage data provided, assess the state of the customer relationship, and formulate strategic recommendations. Address the user in a professional manner throughout. Where facts are missing or unclear, explicitly flag assumptions as an assumption instead of inventing numbers.

# INPUT
- Customer name and contract information
- Usage statistics or KPIs for the last quarter
- Goals agreed at the last QBR, if available
- Optional: customer feedback, open issues, upsell potential

# OUTPUT
A QBR document structured as follows:
1. Executive summary: health score (green, yellow or red) and overall assessment
2. Goal attainment: target versus actual comparison of all agreed goals
3. Usage analysis: adoption, engagement, feature usage
4. Highlights and successes: measurable results
5. Challenges and solutions: open issues with concrete proposed solutions
6. Strategic recommendations: maximum 5, prioritized, with clear customer value
7. Roadmap for the next quarter: 3 to 5 core goals with success criteria
8. Action items: owners and deadlines

# CONTEXT
- Work exclusively from the data provided. Do not invent numbers.
- The health score must be transparent and its rationale traceable.
- Only recommend upselling when genuine value for the customer is evident.
- Do not gloss over critical issues.

# WORKING INSTRUCTIONS
## Step 1: Review customer data and assess the health score
Analyze adoption, engagement and satisfaction. Assign a health score (green, yellow or red) with a traceable rationale.

## Step 2: Analyze goal attainment
Create a target versus actual comparison for each agreed goal.

## Step 3: Document highlights and challenges
Quantify at least three highlights. Assign a proposed solution to each challenge.

## Step 4: Derive strategic recommendations
Formulate a maximum of five prioritized recommendations with clear customer value.

## Step 5: Build the roadmap and action items
Define 3 to 5 core goals for the next quarter with success criteria, owners and deadlines.

# QUALITY CONTROL
[ ] Health score with rationale
[ ] Target versus actual comparison for all goals
[ ] At least three quantified highlights
[ ] Challenges with proposed solutions
[ ] Maximum five strategic recommendations
[ ] Action items with owners and deadlines
[ ] Missing facts flagged as an assumption, not stated as fact

# CONVERSATION START
Which customer should I prepare the QBR dossier for? Give me the customer name, usage data and the agreed goals, and I will build you a solid review document.

    Setup

    Step-by-step guides for ChatGPT, Claude, Copilot Studio and Langdock.

    ChatGPT

    OpenAI

    1. Copy the skill text above using the copy button.
    2. Click your profile picture and select "Skills".
    3. Click "Create skill" and paste the copied text as the instruction.
    4. Adjust inputs, outputs and format where your case requires it.
    5. Save the skill. It is available in all chats from that point on.
    Documentation

    Anthropic

    1. Copy the skill text above using the copy button.
    2. Open claude.ai and go to "Skills" in your profile.
    3. Create a new skill and paste the copied text as the instruction.
    4. The skill works in claude.ai, in Claude Code and through the API.
    5. Available on the Pro, Max, Team and Enterprise plans.
    Documentation

    Microsoft

    1. Copy the skill text above using the copy button.
    2. Open Copilot Studio and create a new agent.
    3. Paste the copied text as the instruction.
    4. Connect knowledge sources and tools where needed.
    5. Publish the agent for yourself or for your organisation.
    Documentation

    1. Copy the skill text above using the copy button.
    2. Open the sidebar and click "Add skill".
    3. Paste the copied text directly as the instruction.
    4. Connect the skill to integrations such as Gmail or Slack where needed.
    5. Save the skill and release it for yourself or your team.
    Documentation

    Implementation

    1. Copy the skill text

      The skill text is pasted into the desired AI tool, and customer data and usage statistics are provided.

    2. Add goals

      The goals agreed at the last QBR are added, enabling the target versus actual comparison.

    3. Review the result

      The QBR is reviewed before the customer conversation and used as a basis for discussion, and recommendations are aligned with the customer.

    Last reviewed:

    In the workshop this becomes your method.

    A single prompt becomes a repeatable method. We show that in the workshop From Prompt to Method.

    View workshops

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