Agency QBR for a client

An 8-slide quarterly review from an invented marketing agency to its client, an invented online tea shop. GenPPT made all 8 slides. The prompt is on this page.

Why this deck works

  • Each number has its target next to it.
  • One slide shows what worked and what did not. The agency does not hide the weak result.
  • The customer learning has its own slide: buyers search by taste, not by tea type.
  • The last slide keeps the budget the same and asks for one decision.

The prompt that made it

GenPPT prompt
8-slide quarterly business review from a marketing agency to its client. Agency: Brindlecroft, an invented SEO and content agency. Client: Kettlewick, an invented online tea shop. Quarter: Q3.

Slide order: 1 cover, 2 summary, 3 results against targets, 4 what we shipped, 5 what worked and what did not, 6 what we learned about the customers, 7 plan and targets for Q4, 8 budget and decisions.

Facts to use (all invented): organic visits 86,000 against a target of 80,000. Organic revenue $212,000, up 24% on Q2. Email list 18,400 against a target of 20,000. Shipped: 14 guides, 6 product page rewrites, and a site speed fix. Worked: brewing guides, 41% of new organic revenue. Did not work: gift pages, flat. Learning: buyers search by taste, not by tea type. Q4 targets: 100,000 visits and $260,000 revenue. Budget stays at $9,500 a month. Decision: move $1,500 a month from gift pages to video.

Rules: show the target next to the result for each number. One idea per slide. Style: light and fresh, soft green and warm white, clean line charts, tea leaf details. No real company names, no real people, no logos.
1 message after the prompt
  1. Slide 2 uses the deck title as the headline. Change the headline to "Revenue is up 24%, and the email list is behind target." Keep the design.

All 8 slides

  1. Agency QBR for a client, slide 1: Cover
    1. Cover
  2. Agency QBR for a client, slide 2: Summary
    2. Summary
  3. Agency QBR for a client, slide 3: Results against targets
    3. Results against targets
  4. Agency QBR for a client, slide 4: What we shipped
    4. What we shipped
  5. Agency QBR for a client, slide 5: What worked and what did not
    5. What worked and what did not
  6. Agency QBR for a client, slide 6: Customer learning
    6. Customer learning
  7. Agency QBR for a client, slide 7: Q4 plan and targets
    7. Q4 plan and targets
  8. Agency QBR for a client, slide 8: Budget and decision
    8. Budget and decision

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