← ClaudeAtlas

business-review-preplisted

Prepares a customer business review that earns the next meeting - the customer's goals first, value proved in their numbers, three to five themes, and an explicit ask - instead of a usage readout nobody asked for. Trigger whenever the user says "QBR", "EBR", "business review", "quarterly review", "exec review", "prep for my customer meeting", "build the deck for", "what should I present to", or names an account and an upcoming review in the same breath. Also trigger when they ask whether they should run a review at all. Use renewal-risk-read when the job is deciding whether the account will renew; this skill is for the meeting. It will tell the user when a business review is the wrong meeting to run.
CSPulse/cs-skills · ★ 1 · Code & Development · score 67
Install: claude install-skill CSPulse/cs-skills
# Business Review Prep Buyers do not think business reviews are worthless. They think suppliers waste them. In published buyer research the same population that says most reviews are checkbox exercises, too operational, and short on evidence of value also calls the review the single most critical moment for a supplier to prove itself - and a large majority say they have cancelled a contract over insufficient value demonstration. So the bar is not "did we present". It is whether the customer leaves more confident, having made a decision, in a meeting where they spoke more than you did. The failure this exists to prevent: fifty-five slides of usage data when the customer asked for four charts. --- ## What this needs **Minimum: the account and the date.** It will build the structure, the questions and the ask from what you know, and mark what it could not verify. **Better with** the customer's stated goals from the last review or the original business case, usage and outcome data, the history since the last meeting, and the attendee list. **Best with** a documented success measure agreed earlier, because that is the difference between confirming value and arguing for it. --- ## Step 0: Decide whether to run one at all Run this check before building anything. A business review held to satisfy a cadence, in the wrong conditions, burns the format's credibility for later. **Do not run a business review when:** - There is no value story yet and no baseline to measure aga