All recipes

Advise & Plan · Workflow

QBR Prep Pack

Prepare QBR talking points, create the meeting record, and link the review to active client goals.

Lifecycle Manager
Requires MCP4 tools

Needs an LLM client connected to ScalePad MCP — Claude Desktop, Cursor, Windsurf or similar. Without it the assistant cannot call the recipe's tools.list_goals, list_initiatives, create_meeting, link_entities_to_meeting

User prompt

2 inputs to fill
I have a QBR with [CLIENT NAME] on [DATE]. Pull their roadmap progress, completed initiatives, open risks, and upcoming renewals. Draft executive-ready talking points, then create a meeting and link it to their active goals.

Overview

This workflow helps turn Lifecycle Manager context into a QBR-ready prep pack. It pulls progress, risks, renewals, and completed work into talking points a client can understand.

When to use

Use it before a scheduled QBR or executive review when the team needs a cleaner starting point than manual notes and exports.

How to use

  1. 1.Copy the prompt from the action panel.
  2. 2.Replace [Client Name] and any bracketed inputs with the client or review details.
  3. 3.Run the prompt in an assistant connected to ScalePad MCP.
  4. 4.Review and confirm any creates or updates before records change in Lifecycle Manager.

Expected output

  • Executive-ready QBR talking points.
  • A proposed meeting record tied to active goals.
  • Follow-up items to review before client delivery.

Recipes are starting points. Adapt them to your environment and validate the output before putting one into practice.

Request a recipe

More in Advise & Plan

Budget Season Starter KitPromptMCPChat → Presentation: AI-Powered Deck GenerationWorkflowClient Meeting & Planning WorkflowWorkflowMCP