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qbr-prep

Skill

Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines account_research for the account picture with conversation_intelligence over recent calls (scoped to individual engagements) for what the

0Frontend

Install

git clone https://github.com/Zoominfo/zoominfo-mcp-plugin.git ~/.claude/skills/qbr-prep

What is qbr-prep?

Assemble a QBR prep pack for a business review — value moments, usage and adoption themes, risks, and open items, with a deal and relationship snapshot. Combines account_research for the account picture with conversation_intelligence over recent calls (scoped to individual engagements) for what the customer actually said. Identify the account by ZoomInfo company ID (preferred) or name/domain (triggers a lookup). Use when someone says "prep me for the Acme QBR", "build a QBR pack", "what should I cover in the business review", or needs a review-ready summary. Evidence-based: value moments, themes, and risks come from the conversations and CRM, not from assumption.

What this can do

Capabilities declared in this component's own frontmatter — not inferred.

Inherit all session tools

Declares no tool restrictions — inherits every session tool

~168 tokens of context used while enabled, before you invoke anything

Documentation

README · ~2 min read

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.

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