qbr-planning

qbr-planning is a skill for Claude Code from LeadMagic/gtm-skills. It costs 79 tokens per session (1,297 once invoked), scanned A, original, MIT.

A planning guide for a Quarterly Business Review, or QBR: a meeting where a company and its customer review results, value delivered, and next priorities. It focuses on business outcomes rather than a simple product-status update.

In plain words
What is it for?
Use it to gather evidence, document customer value, structure a QBR presentation, align executives on priorities, and prepare an expansion roadmap.
Why use it?
It helps turn scattered usage data, support history, customer feedback, and stakeholder needs into a clear executive discussion. This makes it easier to show return on investment and agree on future work.

Skill for Claude Code

Written for Claude Code: shipped in a Claude Code plugin. Also seen: mentions Claude Code; mentions Codex; mentions Gemini CLI.

Part of the gtm-skills plugin — 196 skills shipped together

Good fit Use it to gather evidence, document customer value, structure a QBR presentation, align executives on priorities, and prepare an expansion roadmap.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/leadmagic/gtm-skills/qbr-planning
Install

Getting it into your agent

One page per mod, every tool's command on it. A separate URL per tool would split the same page into five that compete with each other.

Any agent
npx skills add LeadMagic/gtm-skills --skill qbr-planning
Clone the repo
git clone --depth 1 https://github.com/LeadMagic/gtm-skills

Made for: Claude Code.

Or install gtm-skills, the plugin that ships this one along with the rest of its 196 skills.

Wrote this? Show the measurements

A badge with what this costs and how it scanned, read live from this page, so it follows the numbers instead of freezing them. Markdown for a README, HTML for a documentation site or a project page.

agentmods badge for qbr-planning

README.md
[![agentmods](https://agentmods.dev/badge/skills/leadmagic/gtm-skills/qbr-planning/github.svg)](https://agentmods.dev/skills/leadmagic/gtm-skills/qbr-planning)
Your own site
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/qbr-planning"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/qbr-planning/github.svg" alt="Measured on agentmods" height="20"></a>

Or the 80×15 button, for a site that already has a row of RSS and ATOM ones. Only the verdict fits; the numbers stay here.

agentmods 80×15 button for qbr-planning

Your own site · 80×15
<a href="https://agentmods.dev/skills/leadmagic/gtm-skills/qbr-planning"><img src="https://agentmods.dev/badge/skills/leadmagic/gtm-skills/qbr-planning.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 79 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 1,297 The whole file, excluding the scripts and references it only reads on demand.
Security scan A 0 findings. A grade says what 26 rules found in the file — not that it is safe. Third-party audits
  • NVIDIA SkillSpector pass 7 Sept 2026
How audits are shown
Origin original No closer match found in the catalogue.
Token cost

What it costs to keep this loaded

Counted locally with the o200k_base tokenizer, which is exact for GPT models; Claude uses its own tokenizer and its counts differ. Treat this as one consistent yardstick across the catalogue rather than a bill. Prices are per million input tokens.

ModelPer sessionOnce invoked
Fable 5.1 $0.00079 $0.01297
Opus 5 $0.00039 $0.00648
Sonnet 5 $0.00016 $0.00259
Haiku 4.5 $0.00008 $0.00130

Measured 5d ago against content hash 13a798c096e6, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-09, from the pricing page.

Security

Grade A, and why

qbr-planning scanned grade A with 0 findings against 26 rules in 11 categories — prompt injection, anti-refusal, data exfiltration, privilege escalation, supply chain, agent snooping, system-prompt leakage, SSRF and excessive agency — measured 5d ago.

The scan reads SKILL.md. This mod also ships 1 executable file (scripts/check-output.py), listed below but not scanned — reading those needs a real analyzer, not pattern matching.

A static scan of the body, not an audit. Every finding is printed with the line that produced it so you can judge whether it matters here. A mod is markdown that instructs an agent; that is exactly why what it instructs is worth reading.

Nothing flagged

None of the 26 patterns this scan looks for appear in this file: no shell pipes, no recursive deletes, no credential paths, no hidden text, no instruction-override or anti-refusal phrasing, no agent-config snooping. That is not a guarantee, it is the absence of the things that are checkable.

skills/customer-success/qbr-planning/SKILL.md · 136 lines

How it starts

The opening of the file, as written. The whole thing — 136 lines — stays where its author put it; the contents beside it link to each section on GitHub.

QBR Planning

Overview

A QBR is not a status update — it is a strategic alignment meeting that demonstrates value delivered, aligns on future priorities, and sets the stage for expansion. This skill builds QBR templates that executives want to attend because they see clear ROI from the relationship.

When to Use

  • "Plan a QBR"
  • "Prepare for an executive business review"
  • "Build a QBR deck"
  • "Document value for a customer"
  • "Structure a quarterly review"

Authoritative Foundations

Gainsight QBR methodology: QBRs should cover value realized, value roadmap, and strategic alignment — not product updates. Winning by Design Bowtie metrics: frame expansion within the customer's lifecycle, not your quota.

Step-by-Step Process

Phase 1: Pre-QBR Preparation

Gather: usage metrics, support history, NPS/CSAT trends, expansion signals, stakeholder map, competitor activity. Document value delivered in their language — not your feature names.

Phase 2: QBR Structure

  1. Executive Summary — value delivered this quarter, in their words
  2. Metrics Review — adoption, usage, outcomes achieved vs. goals
  3. Success Stories — wins since last QBR
  4. Strategic Alignment — how this maps to their company priorities
  5. Roadmap Preview — what's coming, how it benefits them
  6. Expansion Opportunity — logical next steps, not a sales pitch
  7. Action Items — mutual commitments for next quarter

Phase 3: Delivery

60 minutes: 40 min presentation, 20 min discussion. Send deck 24 hours in advance. Include their logo, their metrics, their language. This is about them — not you.

Output Format

QBR deck template, value documentation template, stakeholder map, and pre-QBR checklist.

Quality Check

Before delivering, verify:

  • All required sections are complete
  • Output matches the user's stated need
  • Named frameworks are cited for key recommendations
  • No vague claims — every recommendation has a specific action
  • Deliverable is ready for operational use, not just conceptual

Read the full file on GitHub · 136 lines

Files

What ships with it

3 files beside SKILL.md in the same directory: the scripts, references and assets a skill reads on demand. Not counted in the per-session cost; read them before you install if any of them is executable.

Changes

What this file has done since we first saw it

Hashed on every crawl. A supply-chain change to an agent config is a question of when, not whether, so the history is kept rather than the latest state alone.

  1. 5d ago Changed 13a798c096e6
  2. 9d ago First seen · 136 lines · 79 tokens per session scan A 54ae8c07bc1c

Subscribe to this mod's changes

qbr-planning is a skill published in the GitHub repository LeadMagic/gtm-skills (48 stars, last pushed yesterday), licensed MIT. It adds 79 tokens to every session and 1,297 once invoked, about $0.0004 per session on Opus 5. A static security scan graded it A with 0 findings. No closer match exists in the catalogue, so it is treated as the original; first seen 2026-08-30.

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