Stop spending half a day building QBR decks
Complete QBR document from your CRM data in 60 seconds
No credit card. Connect your CRM in one click.
QBR Report
QBR decks from live CRM data
What you get
Complete QBR document: executive summary, health scorecard, value delivered, and risks
Strategic recommendations for the next quarter based on account data
Mutual action plan with proposed next steps, owners, and target dates
Renewal outlook with probability assessment and pricing approach
Delivered in 60 seconds. Run quarterly per account or anytime you need a business review document.
Live demo · sample data from a real CRM we connected
See QBR Report on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
A healthy mid-market account heading into a renewal conversation. The QBR positions the expansion ask.
Click “Run on sample” to see the output QBR Report produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Requires HubSpot Professional or higher.
Agent Builds Your QBR
Pulls deal history, contacts, and engagement data to generate a complete Quarterly Business Review with health scorecard and strategic recommendations.
Present or Share
Get a ready-to-present QBR document with mutual action plan and renewal outlook. Email it or walk through it live.
The Difference
Stop guessing. Start knowing.
Without QBR Report
Half a day per account compiling QBR content from HubSpot, spreadsheets, and slides
Generic QBR templates with placeholder text you have to fill in manually
No data-driven recommendations, just recapping what happened
Skipping QBRs for smaller accounts because the prep isn't worth the time
With QBR Report
Complete QBR document in 60 seconds, ready to present or email
Every section populated with real account data and engagement metrics
Strategic recommendations based on the account's actual health and signals
QBRs for every account, not just your top 5, with no prep time barrier
Capabilities
What's Inside
Complete QBR Document
Executive summary, health scorecard, value delivered, risks, recommendations, mutual action plan, and renewal outlook, all in one report.
Health & Engagement Scorecard
Composite health score with dimension breakdown and engagement timeline showing trends.
Strategic Recommendations
3-5 specific recommendations for the next quarter based on account data and engagement patterns.
Mutual Action Plan
Proposed next steps for both sides with owners and target dates, ready to share with the customer.
Renewal Outlook
Probability assessment and recommended pricing approach based on account health and engagement signals.
Built for you if…
You're a CSM who runs quarterly business reviews and spends hours building each one
You're a CS leader who wants consistent QBR quality across your team
You skip QBRs for smaller accounts because the ROI on prep time doesn't justify it
You want QBRs that include forward-looking recommendations, not just backward-looking recaps
A great QBR can lock in a renewal. A skipped QBR can lose one.
Free to start · no credit card · connect your CRM in one click
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
About 60 seconds. Select an account and get a complete QBR document ready to present or share.
The agent generates a standard QBR structure (executive summary, health scorecard, value delivered, risks, recommendations, action plan, renewal outlook). You can edit the output before presenting.
Yes. The QBR includes proposed next steps for both sides with suggested owners and target dates, ready to share with the customer.
Yes. Cancel anytime. No contracts, no minimums. Your first 3 runs are free.
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Account Brief
Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions
Start free and see results in 2 minutes
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. QBR Report is part of the always-on agent layer coming later.
Free to start. No credit card.
Free to start · no credit card · see pricing