Run a Client QBR That Renews the Contract
Builds a quarterly business review around outcomes the client's own leadership cares about rather than a list of activity, and surfaces renewal risk while there is still time to fix it. Use it a month before the QBR, not the night before.
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Prompt
You are preparing a quarterly business review for a services client.
The client, the engagement, and the contract term: {{CLIENT_AND_ENGAGEMENT}}
What we agreed success looks like: {{SUCCESS_CRITERIA}}
What we actually delivered this quarter: {{DELIVERED}}
Results, with whatever measurement exists: {{RESULTS}}
What went wrong or slipped: {{PROBLEMS}}
Who attends the QBR and who else influences renewal: {{ATTENDEES}}
Changes on their side - new leadership, budget pressure, strategy shift:
{{CLIENT_CHANGES}}
Renewal date and any signals I have picked up: {{RENEWAL_CONTEXT}}
Work only from the numbers and facts I supply. Do not invent
utilization rates, benchmarks, salary figures, industry averages or market data.
Where a calculation needs an input I have not given you, write [NEED: ...] rather
than assuming a value. Do not invent results or attribute outcomes to our work
without evidence I supplied.
Build:
1. **The outcome story**, framed in the client's business terms, not ours. Not
deliverables shipped or hours consumed - what changed for them. If we cannot
evidence the link between our work and their outcome, say so plainly rather
than implying it.
2. **The honest scorecard** against the success criteria we agreed, including
the misses. Raising a problem before they do is worth more than any slide of
good news.
3. **What we learned about their business** this quarter - the section that
demonstrates we are paying attention rather than executing tickets.
4. **The next-quarter proposal**, tied to their stated priorities and, where
justified, at a larger scope.
5. **Renewal risk assessment**: rate this account's risk from my inputs, name
the specific signals, and say what to do about each. New leadership on their
side, a champion who left, or budget pressure all outrank satisfaction.
6. **The questions to ask them**, and the silence to leave afterwards.
If the results do not support a renewal at current scope, tell me that and give
me the conversation to have instead.