← ClaudeAtlas

business-reviewlisted

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 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/customer-success-skills · ★ 1 · Code & Development · score 67
Install: claude install-skill CSPulse/customer-success-skills
# Business Review A business review is the one recurring meeting where the people who can end the contract are in the room and have already agreed to hear you justify the spend. That access is scarce, it does not carry over, and it is spent once whether or not you use it. Most reviews spend it on a usage readout. That is why the format has the reputation it has, and it is a reputation suppliers earned rather than one the meeting deserves. 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 m