Mondays · 8:00
Check account health weekly
A weekly health score per customer, with the reason behind each.
QBR deck agentWalk in with the deck done.
Name the customer. The agent reads your notes, numbers and emails for the quarter and builds a first-draft deck: goals, wins, open issues and next quarter.
Your first signup includes $50 in free credits.
Before a QBR
Build the QBR deck
- Reads
- Notes, numbers, Gmail
- Grows
- A first-draft QBR deck
- Lands in
- Google Slides
Ask for it once, in plain words.
No flowchart to draw. Describe the job in chat. TulipFarm sets up the agent and its workflow, and shows you both before anything runs.
You
Build a QBR deck for this customer. Use my account notes, the usage numbers in the sheet and our emails from this quarter.
TulipFarm
I made an agent called QBR builder and a workflow you start by hand. It reads Drive, Sheets and Gmail. Creating the deck asks you first. Activate it?
ActivateEdit first
One review, start to finish.
Every run is saved as an agent task you can open, check and rerun.
- Manual
You name the customer
Run startedStarted - Reads
Account notes in Drive and numbers in Sheets
4 sources - Reads
This quarter's emails in Gmail
22 threads - Writes
Slides in your QBR format
7 slides - Asks first
Create the deck in Google Slides
Approved - Creates
Google Slides deck in Drive
Deck readyCompleted
The draft deck.
Seven slides you can change. Gaps are marked for you.
Google SlidesQuarterly review · the customer
1. Your goals
- Cut manual reporting.
- Train two new teams.
3. What went well
- Both teams are live.
- Support requests are down, per your numbers.
5. Open issues
- Two feature requests, still open.
- [Add status here]
7. Next quarter
- Proposed goals for discussion.
What gets planted.
Three parts you own and can change at any time.
- Agent
QBR builder
What to include, and what to leave to you.
- Skill
QBR format
Your slide order and tone.
- Workflow
Before a QBR
You start it for each review.
Uses
- Google Slides
- Google Sheets
- Gmail
- Google Drive
Add if you use it
- Slack
HubSpot
Google Calendar
It reads quietly. It asks before it acts.
Reads without asking
- Your account notes
- Usage numbers in your sheet
- Email threads this quarter
Asks you first
- Creating the Google Slides deck
- Sending any email
It uses your own connections, so it never sees more than you can.
Grow it your way.
Schedule it
Start a draft two weeks before each renewal date.
Add a talk track
Write speaker notes for each slide.
Send a pre-read
Draft a short email with the agenda for the customer.
Questions, answered.
Does it invent results?
No. It uses your notes and numbers. If a number is missing, the slide shows a marked gap.
Can I use my own deck style?
Yes. Describe your slide order in a skill, or keep a template deck in Drive and point the agent at it.
Who sees the deck?
Only you at first. It is a normal Google Slides file in your Drive. You share it when ready.
After kickoff
Write a success plan
Turns kickoff notes into a goals-and-milestones plan for the customer.
Fridays · 15:00
Send a weekly usage digest
A short weekly note on how each customer is using your product.
Be ready for the review.
Public beta, open to everyone. Your first signup includes $50 in free credits.