QBR Auto-Builder
The QBR Auto-Builder simplifies business reviews by automating data collection and report generation. It transforms manual busywork into consistent, insight-rich presentations, helping identify expansion opportunities and guide account plans.
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What does it mean for you?
Removes the manual busywork from preparing business reviews so customer teams can deliver consistent, insight-rich presentations at scale, surface expansion opportunities, and proactively guide account plans.
How it works?
Collects product usage, support history, goals, and insights from meetings and CRM notes, then creates ready-to-deliver QBR decks and reports with highlights, risks, outcomes, recommendations, and next-quarter goals—including clear charts and cited evidence.
Overview
Customer Success
by cassidy
Implement it inside your company
Get help from our team of specialists to quickly integrate this solution into your existing workflow and unlock new growth.
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- Hands-on onboarding and support
- Self-paced training for your team
- Dedicated implementation experts
- Ongoing use case discovery
- ROI tracking & analytics dashboards
- Proven playbooks to get started fast
A dedicated team to drive adoption and results
Our implementation experts work hands-on with your team to make sure you see real value - fast. From setup to optimization, we’re here to help every step of the way.
We enable your teams - no IT required
We train your builders, support their workflows, and make sure they get the most out of Cassidy without ever waiting on engineering.
