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QBR Preparation

Prepare QBR content from relationship context. Add platform metrics separately.

The prompt
I have a Quarterly Business Review with [Customer Name]. Search for:
- Value delivered this quarter (mentions of success, ROI, wins)
- Challenges or issues that occurred
- Support tickets discussed
- Product feedback provided
- Goals for next quarter mentioned
- Expansion or upsell conversations

Compile as QBR prep notes. I will add usage data from our systems.

How to use it

  1. 1Select Copy the prompt above.
  2. 2Paste it into Microsoft 365 Copilot.
  3. 3Replace anything in brackets with your own detail, then send it.

Copilot gathers and drafts. You verify and decide. Check every figure, name and date against the system it came from before you act on it.

Written for

Customer Success Manager, Account Manager, Customer Success Director

More for Customer Success & Support

See all 16 prompts

From the source collection in awesome-microsoft-copilot-prompts, licensed CC BY-SA 4.0.