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Customer Health Review

Quarterly business review automation with data aggregation, deck generation, and action planning

Complexity: Complex | Duration: 30m+ | Category: Business/Sales

Tags: qbr business-review customer-success strategic-planning account-management

Workflow Diagram​

Steps​

Step 1: Data aggregation​

Agent: /aggregate

metrics - Pull usage, adoption, ROI, support metrics

Step 2: Deck generation​

Agent: /generate

qbr-deck - Create presentation with customer-specific data

Step 3: Insight preparation​

Agent: customer

success-manager - Identify trends, wins, opportunities

Step 4: QBR execution​

Agent: customer

success-manager - Present metrics and gather feedback

Step 5: Action planning​

Agent: /create

action-plan - Define next quarter goals and initiatives

Step 6: Executive summary​

Agent: qbr

deck-generator - Create summary for internal stakeholders

Step 7: Follow​

Agent: up

customer-success-manager - Send deck and track action item completion

Usage​

To execute this workflow:

/workflow business/sales/customer-health-review.workflow

See other workflows in this category for related automation patterns.