Customer QBR from a software vendor

A 9-slide quarterly review from an invented software vendor to its customer, an invented group of dental clinics. GenPPT made all 9 slides. The prompt is on this page.

Why this deck works

  • Slide 3 lists the goals that the two companies agreed. Slide 4 shows each result next to its goal.
  • The deck says which goals were missed, and one slide gives the cause.
  • Each headline is the conclusion. The summary slide gives the four numbers that matter.
  • The last slide asks for one decision.

The prompt that made it

GenPPT prompt
9-slide quarterly business review (QBR) for a customer. Vendor: Molarbook, invented scheduling software for dental clinics. Customer: Dentavale, an invented group of 22 dental clinics. Quarter: Q3.

Slide order: 1 cover, 2 executive summary, 3 the goals we agreed for Q3, 4 results against each goal, 5 adoption by clinic, 6 support and service, 7 what did not go well, 8 plan for Q4, 9 decisions and next steps.

Facts to use (all invented): Goal 1: cut no-shows from 11% to 8%. Result: 7.4%. Goal 2: online booking at 40% of appointments. Result: 36%. Goal 3: all 22 clinics live. Result: 20 live. Front-desk phone time is down 31%. 18 support tickets, median first reply 42 minutes. Problem: two clinics are late because the data export from the old system was slow. Q4 plan: finish the last 2 clinics, launch SMS reminders, train 14 new front-desk staff. Decision needed: approve the recall campaign add-on.

Rules: lead with results. Be honest about the miss. One idea per slide. Each headline states the conclusion. Style: calm and professional, white with teal and soft grey, simple charts. No real company names, no real people, no logos.
1 message after the prompt
  1. On slide 5, the grid shows 21 clinic icons. Show exactly 22 icons in two rows of 11: 20 teal icons for live clinics and 2 grey icons for pending clinics. Keep the design.

All 9 slides

  1. Customer QBR from a software vendor, slide 1: Cover
    1. Cover
  2. Customer QBR from a software vendor, slide 2: Executive summary
    2. Executive summary
  3. Customer QBR from a software vendor, slide 3: Q3 goals
    3. Q3 goals
  4. Customer QBR from a software vendor, slide 4: Results against goals
    4. Results against goals
  5. Customer QBR from a software vendor, slide 5: Adoption by clinic
    5. Adoption by clinic
  6. Customer QBR from a software vendor, slide 6: Support and service
    6. Support and service
  7. Customer QBR from a software vendor, slide 7: What did not go well
    7. What did not go well
  8. Customer QBR from a software vendor, slide 8: Plan for Q4
    8. Plan for Q4
  9. Customer QBR from a software vendor, slide 9: Decision and next steps
    9. Decision and next steps

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