I used DatabookGPT to prepare for a customer QBR using the following prompt: I’m am preparing a QBR for [Insert Company Name], what should be my key talking points?
DatabookGPT provided a set of discovery questions for the QBR based on the company’s business strategy, industry trends, significant developments, competitive landscape and its financial performance.
Pro tip: I shared the chat URL with the account team so we would be all aligned on the key talking points.
The discovery questions were on point and we had a really engaging QBR with the customer, resulting in a follow up conversation to explore how we can further help them drive value!!