Quarterly Business Reviews, generated on demand.
An MCP server any CSM can talk to. Pulls live data from the customer intelligence stack, resolves the brand system, and hands back a near-complete QBR deck in under two minutes. Replaces a three-hour manual build that used to run every quarter for every enterprise customer.
Every enterprise customer gets a Quarterly Business Review. The deck is the artifact — the moment the CSM walks in with a story about what the partnership has earned and where it's going. Building one meant clicking through Salesforce, exporting from Snowflake, pulling call summaries from Gong, hunting for the customer's current logo, and rebuilding the same layout by hand. Every quarter. For every account.
Early on we tried a third-party deck generator. It didn't give us control over the brand system or the conditional logic that makes a QBR feel deliberate instead of templated. So I built the tool we actually wanted.
The tool exposes five MCP tools any CSM can call from Claude Desktop or Claude Code. A CSM types "build a QBR for Acme." Ninety seconds later a branded PPTX lands in their downloads folder, starting at 90% complete.
The generator itself is pure TypeScript and pptxgenjs. 19 slide types, each its own module. The interesting logic is conditional — skip the CRM Integration slide when the customer has no tech stack, drop ROI sections when there's no contract ARR, omit the Hero Stat when the numbers aren't actually standout. The deck should never say anything that isn't true.
The ROI model was the hardest part, and the most important. CRO-validated profit-per-loan. CSM-configurable gross-up factor. Different math for recapture vs. all-transactions. Numbers that hold up in front of a customer.
CSMs run it from Claude Desktop. 141 customer logos matched automatically. 36 third-party tool logos wired into the CRM Integration slide. Consistent typography, consistent color system, consistent narrative structure across every output.
The downstream win is the one the CSMs notice most: because the data pull is live, a CSM can regenerate the deck the morning of the meeting if something changed overnight. The deck is a picture of the current state, not a snapshot from last Wednesday.
Math on the time: three hours of manual work per QBR, one QBR per customer per quarter, times the book of business — the team gets back weeks of effort every year. That time now lives with the customer instead of with the deck.