🧠 Prompt Template – QBR Slide Generator
🎯 Purpose:
Generates a draft Quarterly Business Review (QBR) slide summary for a customer account using structured inputs.
📥 Example Input:
- Account Name: Acme Logistics
- Executive Sponsor: Jennifer Collins, VP of Ops
- Objectives: Improve delivery accuracy and reduce support ticket volume by 25%
- Last 90 Days Summary: Launched new route optimization module. Closed 3 high-priority tickets. Conducted 2 training sessions.
- Support Issues: Escalation on API latency, resolved. Ongoing request for carrier integration.
- Usage Trends: Increased usage of scheduling dashboard by 40% MoM
- Expansion Opportunities: Exploring premium support and fleet analytics add-on
🧾 Prompt:
```
You are a Customer Success AI Assistant. Create a Quarterly Business Review (QBR) summary slide for the following account:
- Account Name: Acme Logistics
- Executive Sponsor: Jennifer Collins, VP of Ops
- Objectives: Improve delivery accuracy and reduce support ticket volume by 25%
- Recent Activities: Launched new route optimization module. Closed 3 high-priority tickets. Conducted 2 training sessions.
- Support Issues: Escalation on API latency, resolved. Ongoing request for carrier integration.
- Usage Summary: Increased usage of scheduling dashboard by 40% MoM
- Expansion Opportunities: Exploring premium support and fleet analytics add-on
Generate an executive-friendly summary using 4 sections:
1. Overview of progress against objectives
2. Summary of key activity and usage trends
3. Notable support concerns or escalations
4. Upcoming actions, recommendations, and growth opportunities
Tone: professional, concise, and slide-ready.
```