/keep-qbr

KeepCustomer Success

Generates a Quarterly Business Review document for a specific account: health summary with trend indicators, key wins from the quarter, usage data interpretation, risks and open issues, expansion opportunity framing, and a proposed Q+1 success plan. Built for a specific customer, not a generic template.

Install

This skill

Install Keep QBR

1. Add to marketplace

$ claude plugin marketplace add tonone-ai/tonone

2. Install this skill

$ claude plugin install keep-qbr@tonone-ai

The agent

Install Keep

1. Add to marketplace

$ claude plugin marketplace add tonone-ai/tonone

2. Install Keep

$ claude plugin install keep@tonone-ai

See all Keep skills

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Full installation guide

Invoke this skill

Command|$ /keep-qbr

When to use

Before a scheduled QBR with a key account to produce a structured document that drives the conversation rather than improvising from a slide template. When QBRs are being cancelled because preparation takes too long. When an account is at risk and the QBR is the renewal moment.

More from Keep

All Keep skills

KeepCustomer Success

/keep-recon

Customer success reconnaissance: audits current onboarding completion rates, health signal coverage, NRR, churn patterns, and CS motion to understand what is working and where customers are failing. Produces a factual CS state before any playbook work.

Before designing any CS motion or onboarding impro…

KeepCustomer Success

/keep-onboard

Optimizes customer onboarding: maps the activation sequence from signup to first value moment, identifies drop-off points, designs the aha moment, and produces the email sequence that carries customers through setup without human intervention.

When time-to-first-value is too long and customers…

KeepCustomer Success

/keep-health

Designs a customer health scoring model: defines the signals that predict expansion and churn, assigns weights based on empirical patterns, sets thresholds for green, yellow, and red health states, and maps action triggers to each state.

When CSMs are reacting to churn instead of predict…

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