# Build the QBR deck before the agenda

Assemble the QBR deck from usage, tickets, and account history, with every claim tied to real data.

**Connects:** posthog, zendesk, salesforce, slack

## How to install

1. Fetch https://eluu.ai/cookbook/qbr-pack/skill.md and save it into your skills folder as `qbr-pack`.
2. Ask the user the first-run questions the skill lists, and store the answers in memory.
3. Offer to schedule the recurring jobs below; create only the ones the user approves.
4. Run the skill once end to end and review the output with the user.

## What this does

- Pulls usage trend, ticket history, and contract facts since the last QBR
- Drafts the narrative, top wins, open risks, and the ask
- Drops any win not backed by a real usage or ticket data point
- Builds the deck and a text narrative, ready for the CSM to review

## Recurring jobs

- **QBR calendar watch** (Every morning on weekdays) — https://eluu.ai/cookbook/qbr-pack/jobs-setup/qbr-calendar-watch.md

## Skills inside

The full method, including each of these, is in skill.md. Individually fetchable:

- **QBR narrative structure**, Wins, usage story, risks, and the ask, in that order. — https://eluu.ai/cookbook/qbr-pack/skills/qbr-narrative-structure.md
- **Value-story grounding**, Tie every claimed win to a real usage or ticket data point. — https://eluu.ai/cookbook/qbr-pack/skills/value-story-grounding.md
- **Presentation builder**, Turn the narrative into a formatted deck with the pptx skill. — https://eluu.ai/cookbook/qbr-pack/skills/presentation-builder.md

## Files

- skill.md — https://eluu.ai/cookbook/qbr-pack/skill.md
- jobs-setup/qbr-calendar-watch.md — https://eluu.ai/cookbook/qbr-pack/jobs-setup/qbr-calendar-watch.md
- skills/qbr-narrative-structure.md — https://eluu.ai/cookbook/qbr-pack/skills/qbr-narrative-structure.md
- skills/value-story-grounding.md — https://eluu.ai/cookbook/qbr-pack/skills/value-story-grounding.md
- skills/presentation-builder.md — https://eluu.ai/cookbook/qbr-pack/skills/presentation-builder.md
- workflow.json — https://eluu.ai/cookbook/qbr-pack/workflow.json