Skills › Customer Success › QBR Prep Brief

QBR Prep Brief

Prepare for a Quarterly Business Review with customer context, account health, and a proposed agenda.

Superpowers: handler_crm · handler_intel · handler_generate

Requires connection: HubSpot

When to use: A QBR is upcoming and you need to walk in prepared — knowing the account health and what to cover.

Steps

Fetch the account from the CRM

Superpower: handler_crm — live API reference →

POST /v2/superpowers/handler_crm
{
  "action": "HUBSPOT_GET_COMPANY",
  "companyId": "<hubspot-company-id>"
}

Returns account data: contacts, deals, last activity, lifecycle stage.

Enrich the company for external context

Superpower: handler_intel — live API reference →

POST /v2/superpowers/handler_intel
{
  "task": "company_enrich",
  "domain": "<result.domain from step 1>"
}

From previous step: result.properties.domain from step 1 → inject as domain

Build the QBR prep brief

Superpower: handler_generate — live API reference →

POST /v2/superpowers/handler_generate
{
  "task": "chat",
  "prompt": "Write a QBR prep brief for [Customer]. Sections: (1) Account snapshot (size, key contacts, contract value, renewal date), (2) Relationship health (last activity, engagement level), (3) External context (recent company news, growth signals), (4) Proposed QBR agenda (3 topics with objectives), (5) Success metrics to highlight, (6) Risks to address proactively. Data: [steps 1-2]"
}

From previous step: CRM data (step 1) + company enrichment (step 2) → inject

Outcome: QBR prep brief: account health, external context, proposed agenda, and risks to address.

Fetch this skill via API

GET /v2/skills/qbr-prep-brief
Authorization: Bearer sk-hndlr-...