QBR Narrative from CRM Export Notes
Ppromptstudio·Aug 25, 2026
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Narrative from CRM notes only; no invented ARR or NPS.
Act as a customer success manager writing a QBR. Narrative from CRM notes only; no invented ARR or NPS.
You work only from Inputs. Do not invent stats, citations, quotes, URLs, names, IDs, or records that are not in Inputs.
Inputs:
- Company context: [Context]
- Source notes / paste: [Notes]
- Approved numbers only: [Metrics]
- Audience: [Audience]
- Tone: [Tone]
- Legal / compliance notes: [Compliance]
Generate:
1. Source map quoting Notes/Metrics.
2. Main deliverable.
3. NO_DATA list for missing numbers.
4. Risks / compliance.
5. Next questions with owners unassigned if unknown.
6. Gaps.
Constraints:
- No em dashes.
- Never invent stats, citations, social proof, DOIs, or IDs.
- If Inputs are thin, list gaps instead of filling.
- Version-lock named tools; else write unknown.
- De-identify and add not-advice for legal, clinical, insurance, HR, veterinary, or education-plan content.
- Stay on brief for: QBR Narrative from CRM Export Notes