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.
Install
With your agent
Install OMGSkills skill "zoominfo/zoominfo-mcp-plugin:skills/qbr-prep" into this agent's normal skills directory: call the OMGSkills MCP get_install_plan tool for your agent and run the script it returns (it installs only the pinned commit and verifies SKILL.md), and stop if MCP or the pin is unavailable. Do not overwrite or change existing skills without asking me.
Manual command
git clone https://github.com/Zoominfo/zoominfo-mcp-plugin /tmp/zoominfo-mcp-plugin && ln -s /tmp/zoominfo-mcp-plugin/skills/qbr-prep ~/.claude/skills/qbr-prepFrom README
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 accountresearch and conversationintelligence consume AI credits (CI is a minimum 9 per call), and this skill runs accountresearch plus CI once per key engagement, so it can be credit-heavy. browseengagements (to find the calls) is free but requires an active calendar/meeting integration; conversationintelligence requires at least one connected meeting or email source. If no conversation data exists, build the pack from accountresearch 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 searchcompanies. Review scope (optional) — the period being reviewed and the QBR's goal (renewal runway, expansion, adoption push).
More from this repo
account-health
Assess the health of an account from its recent conversations — sentiment trajectory and risk signals — backed by an...
account-relationship-recap
Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving.
account-research
Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent...