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TemplateQuarterly
QBR Prep
A week before each QBR on my calendar, build a board-style deck for that account: outcomes, ROI, KPIs, risks, expansion.
Used —PreviewTry It
TemplateWeekly · Monday
Relevant Job Posts
Watches every account's job postings for hiring signals worth a sales touch, and delivers a ranked brief to Slack each weekday morning.
Used YesterdayPreviewTry It
TemplateWeekly · Monday
CRM Hygiene Check
Every Monday morning, flag any opportunities missing a next step, stalls, or activity in the last 10 days.
Used 3w agoPreviewTry It
TemplatePer call
Competitive Mention Tracker
Any time a competitor is mentioned in a call transcript, log it to the opportunity and send a summary with suggested response.
Used —PreviewTry It
TemplatePer Meeting
New Meeting Follow-up
After every discovery or demo call, draft a follow-up email with summary, key takeaways, and proposed next steps.
Used —PreviewTry It
TemplateDaily
Deal Risk Alert
Monitor my pipeline daily and notify me when a deal shows signs of stalling: activity, missed follow-up, or champion risk.
Used 4w agoPreviewTry It
What should this agent do?
Describe the agent...
Accounts
Meeting prep
Follow-ups
Admin
A week before each QBR meeting on my calendar, automatically prep a brief for that account
How should I spot a QBR on your calendar?
×1Events titled "QBR" or "Business Review"Recommended
2Any meeting linked to an account in CRM
3Recurring quarterly account reviews
✎ Something elseSkip
Events titled "QBR" — deliver the deck to my Library
QBR Prep
⌄Triggered automatically · 1 week before each QBR on your calendar
Here's what I'll do:
Detect the upcoming QBR on your calendar and match it to the account
Pull this quarter's outcomes, adoption, and usage for that account
Calculate ROI and progress against the goals set in the last QBR
Benchmark KPIs and flag any at-risk or declining metrics
Identify expansion / upsell opportunities and renewal risks
Draft a 6-part QBR deck with an action plan — owners, dates, success criteria
QBR Deck Template
Delivery
Deliver the deck to
SlackEmailMy Library
↳ Saving to your Library, with a heads-up in Slack
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Run Now
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QBR Prep
Triggered automatically · 1 week before each QBR on your calendar
Preview
QBR Prep
3 accounts · this quarter ⌄
✓ QBR Prep is live. Whenever a QBR appears on your calendar, I'll automatically draft that account's deck one week ahead and save it to your Library — with a heads-up in Slack.
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