The QBR Story Builder
Turns scattered account notes into a customer-ready story for QBR — risks, wins, next steps, and the data to back each up.
What it does
Two days before each Quarterly Business Review, this agent compiles everything it knows about the customer into a story-shaped narrative: where they were last quarter, what they accomplished, the specific risks emerging in the data, the wins worth celebrating, and three concrete next-quarter actions. Replaces the stitched-together "let me pull some screenshots" prep cycle most CSMs do at midnight.
The Manus prompt
Copy this prompt and paste it into Manus AI to run the agent.
48 hours before any calendar event titled "QBR" or "Quarterly Business Review," for the customer in question, pull: their last 90 days of product usage data, all support tickets in that window, sales call notes from the last quarter, any executive sponsor changes, and their progress against goals set in the prior QBR. Build a story-shaped narrative as a Google Doc: where they were last quarter (1 paragraph), what they accomplished (3 bullet points with data), 2-3 specific risks emerging in the data with evidence, 2-3 wins worth celebrating, three concrete next-quarter actions with rationale. Save and email me the link.
Tools required
SlackSalesforceZendesk
Best for
Customer SupportSales