Write a QBR deck from account data
QBR automation is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
QBR automation is an Agent Skill: a written method your AI applies on demand, in Zealos or in any client that reads SKILL.md.
A QBR earns the meeting only if it says something the customer does not already know, which means leading with what changed on their side rather than with your usage charts.
| name | proposal-structure |
|---|---|
| description | Our proposal skeleton and what each section must contain. Use when drafting a proposal, statement of work, or any document that asks a buyer to commit. |
| allowed-tools | none — this skill adds judgement, not reach |
| compatibility | Zealos, Claude Code, Cursor, Codex and any client that reads SKILL.md |
| license | Free to use and edit |
--- name: proposal-structure description: Our proposal skeleton and what each section must contain. Use when drafting a proposal, statement of work, or any document that asks a buyer to commit. --- # Proposal structure A proposal is read by people who were not on any of the calls. Write for the skeptic in the room, not for your champion. ## Sections, in order 1. **What you told us** — their situation and pain, in their words, with evidence from the calls. If this section is wrong, nothing after it matters. Getting it visibly right is what buys the rest of the read. 2. **What success looks like** — their metric, their number, their timeframe. Not ours. 3. **What we will do** — scope, in plain language. Phases with dates. 4. **What we need from you** — the part most proposals omit and every failed implementation traces back to. Access, people, decisions, and by when. 5. **What it costs** — plainly. One table. No "investment" euphemism. 6. **Why us** — last, and short. Two proof points relevant to *their* situation, not a logo wall. 7. **Next step** — one action with a date. ## Rules - Quote them. A line in their own words, early, does more than a page of ours. - Every claim gets a number or gets cut. - No section that exists to look thorough. - If a section could appear unchanged in a proposal to a different company, it is not doing any work. ## Length Shorter than they expect. Detail belongs in an appendix that the champion can forward to procurement.
The deck assembles from the account rather than from last quarter's file, and the bad news is in it because the structure requires it.
The expansion conversation has somewhere natural to sit, because the deck already established what changed and what it implies.
Every QBR across the team answers the same four questions, so you can spot a thin one without sitting through it.
Their outcome against what was agreed, what did not go well, what changed on their side, and the decision you need. Usage data supports those; it does not replace them.
Only what supports a claim. A chart nobody draws a conclusion from is a chart that should not be in the deck.
If you define what risk looks like for your product — a sponsor leaving, usage dropping in a specific workflow — the same skill can surface it.
A pre-call brief is worth writing only if it changes what you ask: who is in the room, what they are measured on, what happened last time, and the one question you cannot afford to leave without answering.
/discovery-questionsAccount research earns its time only when it changes the first sentence you write, which means looking for what recently changed rather than assembling a profile anyone could have found.
/our-icpA writing-voice skill is the highest-leverage thing you can give an AI, because it changes every sentence the product produces and it needs no tools, no integrations and no data.
/our-writing-voiceA proposal is read by people who were on none of the calls, so it has to open with what the buyer told you, in their words — get that visibly right and it buys the read for everything after it.
/proposal-structureAn account plan is worth the hour only if it names the one unknown that would most change your approach — everything else in a plan template is decoration you will never re-read.
/our-icpPre-meeting research has a five-minute budget, so it should return exactly three things: what changed recently, who you are talking to, and the one thing that would embarrass you not to know.
/our-icp