qbr-prep

qbr-prep is a skill for Claude Code from Zoominfo/zoominfo-mcp-plugin. It costs 147 tokens per session (889 once invoked), scanned A, original, MIT.

A preparation pack for a quarterly business review (QBR), a meeting where a company reviews a customer's results and plans next steps. It summarizes delivered value, product use, customer concerns, risks, open items, the deal, and the relationship.

In plain words
What is it for?
Use it to prepare renewal, expansion, adoption, or other customer review meetings, with a defined review period and goal.
Why use it?
It brings scattered account information and recent conversations into one meeting-ready view. If conversation data is unavailable, it clearly identifies what could not be inferred from calls or messages.

Skill for Claude Code

Written for Claude Code: $ARGUMENTS substitution.

Part of the zoominfo plugin — 35 skills, 1 MCP server shipped together

Good fit Use it to prepare renewal, expansion, adoption, or other customer review meetings, with a defined review period and goal.

Compare 6 skills from other repositories ↓
Install with agentmods
npx agentmods add skills/zoominfo/zoominfo-mcp-plugin/qbr-prep
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 Zoominfo/zoominfo-mcp-plugin --skill qbr-prep
Clone the repo
git clone --depth 1 https://github.com/Zoominfo/zoominfo-mcp-plugin

Made for: Claude Code.

Or install zoominfo, the plugin that ships this one along with the rest of its 35 skills, 1 MCP server.

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-prep

README.md
[![agentmods](https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep/github.svg)](https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep)
Your own site
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep/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-prep

Your own site · 80×15
<a href="https://agentmods.dev/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep"><img src="https://agentmods.dev/badge/skills/zoominfo/zoominfo-mcp-plugin/qbr-prep.svg" alt="Reviewed on agentmods" width="80" height="20"></a>
Per session 147 Skills are progressive disclosure: only the name and description are preloaded; the body loads when the skill is used.
When invoked 889 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.
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 $0.00147 $0.00889
Opus 5 $0.00073 $0.00445
Sonnet 5 $0.00029 $0.00178
Haiku 4.5 $0.00015 $0.00089

Measured 9d ago against content hash 102e5f32e9d8, method: parsed. Prices are Anthropic first-party input rates as of 2026-09-08, from the pricing page.

Security

Grade A, and why

qbr-prep 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 9d ago.

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/qbr-prep/SKILL.md · 45 lines

How it starts

The opening of the file, as written. The whole thing — 45 lines — stays where its author put it; the contents beside it link to each section on GitHub.

QBR Prep Pack

Everything to walk into a quarterly business review: what value landed, what the customer has been raising, where the risks are, and what to cover.

Prerequisites

account_research and conversation_intelligence consume AI credits (CI is a minimum ~9 per call), and this skill runs account_research plus CI once per key engagement, so it can be credit-heavy. browse_engagements (to find the calls) is free but requires an active calendar/meeting integration; conversation_intelligence requires at least one connected meeting or email source. If no conversation data exists, build the pack from account_research and flag that value moments and themes could not be drawn from conversations, pointing the user to their ZoomInfo admin.

Input

Provided via $ARGUMENTS:

  • Account (required) — ZoomInfo company ID (preferred), or a name/domain to resolve via search_companies.
  • Review scope (optional) — the period being reviewed and the QBR's goal (renewal runway, expansion, adoption push). Shapes what to foreground; ask if it materially changes the pack and was not provided.

Workflow

  1. Resolve the account. If no account was supplied, ask the user which one before proceeding. Use the ZoomInfo ID directly, or resolve a name/domain via search_companies.
  2. Snapshot the account. Run account_research for the deal/relationship picture, stakeholders, and recent firmographic/news context. This frames the review.
  3. Read recent calls. Call browse_engagements (account-scoped, engagementType: MEETINGS, sort: -chronological) and pick the few most relevant recent calls (typically the last 2-4 — each gets its own CI call, which costs credits). Run conversation_intelligence scoped to each engagement ID (one call per engagement) for value moments the customer voiced, usage and adoption themes they raised, risks and concerns, and open items. Keep each query to its single engagement; CI sees only the last few engagements and cannot topic-search or count.
  4. Assemble the pack. Synthesize into a review-ready structure. Ground value moments and risks in specific conversations or CRM context with sources; do not assert outcomes the evidence does not support. Note that usage/adoption themes here come from what was discussed, not from product telemetry (ZoomInfo does not have product-usage data).

Read the full file on GitHub · 45 lines

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. 9d ago First seen · 45 lines · 147 tokens per session scan A 102e5f32e9d8

Subscribe to this mod's changes

qbr-prep is a skill published in the GitHub repository Zoominfo/zoominfo-mcp-plugin (7 stars, last pushed 5d ago), licensed MIT. It adds 147 tokens to every session and 889 once invoked, about $0.0007 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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