# qbr-prep

> Claude/Codex skill by [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars · Updated 2026-09-30

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

```sh
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-prep
```

## From 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).

## Links

- HTML page: https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/qbr-prep/
- GitHub: https://github.com/Zoominfo/zoominfo-mcp-plugin
- Author: [@zoominfo](https://omgskills.com/library/zoominfo/index.md)

## More from this repo

- [account-health](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-health/index.md) — Assess the health of an account from its recent conversations — sentiment trajectory and risk signals — backed by an...
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars
- [account-relationship-recap](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-relationship-recap/index.md) — Recap where things stand with a company across recent conversations, with emphasis on how the relationship is evolving.
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars
- [account-research](https://omgskills.com/library/zoominfo/zoominfo-mcp-plugin/skills/account-research/index.md) — Produce a full intelligence brief on a target company — firmographics, CRM/account context, intent signals, recent...
   - [@zoominfo](https://omgskills.com/library/zoominfo/index.md) · 9 stars