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Build a quarterly business review for a customer account: their results in their language, honest gaps, and the next-quarter plan that earns the renewal early.
Build a QBR for {{account}}. Material: {{material}} (their goals when they bought, usage data, results/wins, issues this quarter, renewal date, who attends).
Structure: their goals restated (from THEIR onboarding words — proves we listened), results against those goals with numbers (their outcomes, not our feature usage; translate 'used feature X 400 times' into what it did for them), the honest gaps (what's underused or went wrong, owned plainly — credibility for the wins), the value summary a champion can forward upward, next quarter's success plan (2-3 joint commitments with owners on both sides), and the renewal groundwork WITHOUT the ambush (reference the date, park the negotiation). Rule: 20% deck, 80% conversation — the questions to ask per section included.
Fields like {{ this }} are placeholders — replace them with your own details, or let Aria ask you for them.
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