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cowork-qbr-builder

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Build a quarterly business review from a client folder -- reports, usage exports, support tickets, meeting notes, emails. Extracts delivered value with receipts, surfaces risks before the client does, and drafts the QBR narrative plus expansion asks. For agencies, consultancies, and CS teams.

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# Cowork QBR Builder

Prepare a QBR the way a top customer-success lead does: prove the value delivered with specifics, name the problems before the client names them, and earn the expansion conversation. Input: a folder of client artifacts for the quarter -- status reports, deliverables, usage/analytics exports, support tickets, meeting notes, email threads -- plus the engagement's stated goals if documented.

## Workflow

1. **Reconstruct the quarter.** From the folder, build a timeline of what actually happened: deliverables shipped (with dates), meetings held, issues raised and resolved, scope changes. Distinguish documented fact from inference.
2. **Score against goals.** Map the quarter's work to the engagement's stated objectives. For each goal: status (achieved/on-track/at-risk/missed), the evidence, and the metric where one exists. If no goals were ever documented, say so -- and propose measurable ones for next quarter, because that gap is itself a finding.
3. **Mine the wins.** Extract concrete value receipts: metrics that moved, hours saved, incidents prevented, quotes from the client's own emails ("this saved our launch"). Specific and cited beats impressive and vague.
4. **Face the misses.** List what slipped, stalled, or disappointed -- with the honest reason and the fix already in motion. A QBR that hides the miss the client remembers loses the room.
5. **Health and risk read.** From ticket sentiment, email response patterns, meeting attendance, and champion activity: engagement health (strong/stable/drifting), risks (champion departure, budget noise, declining usage), and renewal posture.
6. **Draft the QBR.** Output `qbr-[client]-[quarter].md` structured for a deck: executive summary, goals scorecard, wins with receipts, misses with fixes, next-quarter plan, and -- only where the evidence supports it -- 1-2 expansion recommendations framed around the client's goals, not your revenue. Hand to `pptx` or `presentation-design-enhancer` for the deck build.

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