QBR Prep
Summarizes everything that a Customer Success Manager or Key Account Manager needs to know going into a QBR.
Quarterly Business Reviews are critical moments to strengthen customer relationships, demonstrate value, and identify expansion opportunities. But preparing for a QBR means hours of work. Digging through CRM records, Slack conversations, support tickets, product roadmaps, and contract details just to piece together a complete picture of what's happened in the account over the past three months.
Doing it all the traditional way is inefficient. Customer Success Managers and Key Account Managers spend valuable time manually gathering data from disconnected systems, trying to remember key wins, hunting for potential risks, and crafting talking points. By the time the prep work is done, there's little time left for strategic thinking about how to drive the conversation forward.
Realm's QBR Prep agent flips the script. Instead of spending hours on data collection, CSMs can generate a comprehensive account summary in minutes. The agent automatically aggregates activity from your CRM, internal communications, product development systems, and contract repositories, then synthesizes everything into a structured report with account overview, recent highlights, risk assessment, and suggested talking points.
What the QBR Prep Agent does
- Aggregates account activity by searching across HubSpot, Salesforce, Slack, Linear, Drive, and Notion to surface all relevant interactions, deals, and work completed for the customer
- Extracts contract details including pricing, renewal dates, and key terms from stored agreements
- Identifies recent product developments by reviewing completed work items and changelog updates that impact the customer
- Highlights key wins and risks by analyzing account activity to surface positive momentum and potential concerns
- Generates actionable talking points with up to 8 strategic discussion topics tailored to the customer's recent experience and business context
- Delivers a structured report with account overview, activity summary, risk assessment, and recommended conversation starters
Why it matters
QBRs are too important to go in unprepared, but prep work shouldn't consume hours of your team's time. The QBR Prep agent automates the data gathering and synthesis, allowing Customer Success Managers to focus on strategic planning and relationship building. The result: better-prepared meetings, more confident presentations, proactive risk management, and stronger customer relationships. With Realm, every QBR starts with a complete picture of the account without the manual effort.