Send the QBR first. Know who opened it.
Results, adoption, the roadmap and next quarter's plan on one page in their brand. Send each attendee a link and see who opened it before the meeting.
For customer success and account management teams.
Prepared for Lumen Logistics
Q3 business review
- Results3 wins
- Adoption82% weekly active
- RoadmapQ4
- Next quarter3 goals
Confirm the meeting
Who came back
Every person gets their own link to this page. Journey shows who opened it, when, and who came back.
One came back three times. One opened it once. Two haven't opened it yet.
You send it. Then you guess.
The QBR deck gets built the night before.
Executives see it for the first time in the meeting.
Renewal risk shows up when it's too late.
How it works
Three steps. Then you know who came back.
Ask Claude to build it
Paste the prompt above, with your notes and files.
Send it with Journey
One page, a named link for every person on your list.
Ask who came back
Who opened it, when, and who came back.
What goes in a quarterly business review
- 01
Results
Three wins this quarter.
- 02
Adoption
Who's using what.
- 03
Roadmap
What's coming that matters to them.
- 04
Open issues
And what you're doing about them.
- 05
Next quarter
Shared goals.
The prompt for Claude
ChatGPT coming soonBuild a QBR page in Journey for [CUSTOMER]. Lead with three results this quarter, then adoption numbers, what's coming on our roadmap, open issues and next quarter's goals. Brand it for [CUSTOMER], and make links for my champion and their executive sponsor.
Why send a quarterly business review with Journey
QBRs work better when attendees read first and the meeting is for decisions. A link per attendee tells you who opened it, so you can adjust the agenda.
Questions
Frequently asked questions
Can I send it before the meeting?
Yes. Send each attendee a link and see who opened it beforehand.
Can I reuse last quarter's page?
Yes. Duplicate it, or ask Claude to build this quarter's from your new numbers.
Can I control who opens it?
Yes. Require an NDA, an email or a password, set the link to expire, or limit it to approved emails and domains.
What does Claude do, and what does Journey do?
Claude drafts the quarterly business review and builds the page. Journey hosts it, gives each person their own link, applies the gates and turns opens, time and clicks into signals you can ask Claude about.