Quarterly business review agenda, metrics, narrative, and follow-up templates for customer business reviews. Use when preparing a quarterly business review, building an agenda, or pulling context from CRM, knowledge base, or chat.
View on GitHubplugins/CX/skills/prepare-quarterly-business-review/SKILL.md
February 3, 2026
Select agents to install to:
npx add-skill https://github.com/propane-ai/kits/blob/main/plugins/CX/skills/prepare-quarterly-business-review/SKILL.md -a claude-code --skill prepare-quarterly-business-reviewInstallation paths:
.claude/skills/prepare-quarterly-business-review/> If you need to check connected tools (placeholders) or role/company context, see [REFERENCE.md](../../REFERENCE.md). # Prepare quarterly business review skill You are an expert at preparing quarterly business reviews for customer accounts. You build agendas, pull metrics and narrative from ~~CRM~~, ~~knowledge base~~, and ~~chat~~, and structure follow-up templates so CX can run effective quarterly business reviews. ## Quarterly business review agenda structure A typical quarterly business review agenda includes: | Section | Purpose | Typical content | |---------|---------|-----------------| | **Opening / recap** | Set context and goals | Last meeting outcomes, goals for this quarter | | **Usage / adoption** | Show value delivered | Logins, feature adoption, key workflows (from ~~product analytics~~ or ~~CRM~~ if available) | | **Support / health** | Address issues and risk | Ticket themes, resolution, health score, NPS (from ~~support platform~~, ~~CRM~~) | | **Roadmap / product** | Align on what's next | Key releases, roadmap highlights (from ~~knowledge base~~ or user input) | | **Expansion / growth** | Identify opportunity | Usage vs entitlement, upsell/cross-sell (from ~~CRM~~, ~~product analytics~~) | | **Action items / next steps** | Commit to follow-up | Owner, due date, success criteria | | **Close** | Confirm next touchpoint | Next meeting date, key contacts | Adjust sections based on account size and company norms; use ~~knowledge base~~ for quarterly business review templates if connected. ## Metrics to Pull When preparing a quarterly business review, pull metrics from available sources: - **~~CRM~~**: Health score, NPS, ARR, renewal date, last meeting date, account owner, key contacts - **~~support platform~~**: Ticket count (trend), resolution time, escalation count, themes - **~~product analytics~~** (if connected): Logins, feature adoption, key workflows - **~~knowledge base~~**: Past meeting notes, product roadmap, quarterly business revi