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playbook

Quarterly Business Review

QBR with performance trends, ROI evidence, and next-quarter plan

Quarter ended.

When to run
"End of quarter — prepare the QBR"
Time saved
~6 hrs manual QBR prep → ~2 hrs automated (3× faster)
How often
Quarterly per client
Compounds
Each QBR builds on prior baselines — trend visibility improves every quarter

How it runs

  1. ai-work-audit → aggregate sessions and deliverables for quarter
  2. business-reporting → financial cohort analysis and ROI
  3. Review metrics — confirm accuracy, add business context
  4. marketing-report → compare scores vs prior quarter baselines
  5. exec-comms → draft QBR executive summary (SCQA)
  6. Review QBR, personalize next-quarter recommendations

Why it matters

  • 3× faster
  • Trends visible across quarters
  • Next-quarter plan built into the review

What it needs

  • Client name
  • Quarter being reviewed (e.g. Q1 2026)
  • Key wins and challenges to highlight

What you get

  • Quarter session and deliverable metrics
  • Financial ROI analysis
  • Score comparison vs prior baselines
  • QBR executive summary