# Quarterly Business Review Deck Drafted from Real Data Source: https://maito.app/workflows/prep-a-quarterly-business-review Maito pulls usage, tickets, billing and goals for one customer and drafts the QBR slide deck, with missed goals stated plainly. Get the QBR deck drafted from usage, tickets and goals. [Customer success](https://maito.app/workflows/team/customer-success) · [Software](https://maito.app/workflows/industry/software) · When you ask · Updated October 19, 2026 Works with - Slack - Email - [Amplitude](https://maito.app/workflows/tool/amplitude) - [Mixpanel](https://maito.app/workflows/tool/mixpanel) - [PostHog](https://maito.app/workflows/tool/posthog) - [Intercom](https://maito.app/workflows/tool/intercom) - [Pylon](https://maito.app/workflows/tool/pylon) - Zoho Desk - Unthread - Freshdesk - [HubSpot](https://maito.app/workflows/tool/hubspot) - [Salesforce](https://maito.app/workflows/tool/salesforce) - [Attio](https://maito.app/workflows/tool/attio) - [Pipedrive](https://maito.app/workflows/tool/pipedrive) - Stripe - PayPal ## How do you prepare a quarterly business review? To prepare a quarterly business review, tell Maito the customer and quarter. It pulls usage, support tickets, billing and the goals from the CRM, and drafts the deck slide by slide. You get a PowerPoint-ready draft with the numbers sourced, and goals that were missed stated plainly. ## How it's done today CSMs spend hours per account pulling numbers. ## What Maito does 1. Pull six months of usage, tickets and billing 2. Compare with the customer's goals 3. Draft slides and talking points ## Example **Jo** (10:00 AM): prep the QBR for Acme. The meeting is Thursday. **Maito** (10:11 AM): 8 draft slides for Acme, Q2 and Q3. 1\. Goals vs results: onboarding time down 22% against a 30% goal 2\. Usage: weekly active users 61, up from 44 (+39%) 3\. Seats: 50 paid, 41 active 4\. Support: 31 tickets, 9 on the same SSO issue 5\. What shipped for them 6\. Open risks 7\. Next quarter plan 8\. Asks **Catch:** slide 1 misses the goal. Acme set 30% in the kickoff notes in HubSpot, and the actual figure is 22%. I wrote it plainly, with the SSO delay as the reason, since that's what the tickets show. From Amplitude, Intercom, HubSpot and Stripe. Attached: acme-qbr-q3.pptx **Jo** (10:20 AM): add a slide on the 9 unused seats. They paid $3,240 for them. **Maito** (10:22 AM): Added as slide 4, with a suggestion to move 5 seats to a new team. It's marked as a draft for you to change. ## How to set it up When you ask Prep a quarterly business review Set up Nothing to set up. Ask in Slack or by email whenever you need it. Connect analytics - Amplitude - Mixpanel - PostHog Connect support desk - Intercom - Pylon - Zoho Desk - Unthread - Freshdesk Connect CRM - HubSpot - Salesforce - Attio - Pipedrive Connect billing - Stripe - PayPal Not connected yet? Your agent sends you a link to sign in. ## What it won't do The deck is only as complete as the goals and notes in your CRM. Anything the customer told you on a call that wasn't recorded needs adding by you. ## Questions ### What data does it use? Usage from Amplitude, Mixpanel or PostHog, tickets from your support desk, goals from your CRM, and billing from Stripe or PayPal. ### Will it hide bad news? No. If a goal was missed, the slide says so with the reason the data shows. ### Does it send the deck to the customer? No. It attaches a draft for your review. ## More customer success workflows - [Flag accounts at risk of leaving Get a weekly list of customers showing signs of churn, with the reason for each. Customer success · On a schedule Works with Amplitude, Mixpanel, Intercom, Pylon, HubSpot, Salesforce, Stripe, PayPal.](https://maito.app/workflows/flag-accounts-at-risk-of-leaving) - [Write a one-page account plan Goals, blockers, next steps and renewal date on one page. Customer success · When you ask Works with HubSpot, Salesforce, Granola, Fireflies.](https://maito.app/workflows/write-a-one-page-account-plan) - [Run onboarding check-ins New customers get the right nudge at the right step of onboarding. Customer success · On a schedule Works with Amplitude, Mixpanel, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/run-onboarding-check-ins) - [Weekly update to the customer's executive Send a short progress note to the customer's sponsor without writing it from scratch. Customer success · On a schedule Works with HubSpot, Salesforce, Intercom, Pylon, Gmail, Microsoft 365.](https://maito.app/workflows/weekly-update-to-the-customers-executive) - [Catch the meaning of a customer email Know when a customer is unhappy even when the email is polite. Customer success · When something happens Works with Gmail, Microsoft 365.](https://maito.app/workflows/catch-the-meaning-of-a-customer-email) - [Find expansion opportunities Spot accounts that are outgrowing their plan. Customer success · On a schedule Works with Amplitude, Mixpanel, Stripe, PayPal, HubSpot, Salesforce.](https://maito.app/workflows/find-expansion-opportunities) [See all workflows](https://maito.app/workflows) ## Put your AI teammate to work. Set it up in minutes. Start with this one, and let it earn the next one. [Put Maito to work](https://maito.app/login?returnTo=%2Fworkflows%2Fprep-a-quarterly-business-review)[Book a demo](mailto:support@maito.app?subject=Maito%20demo)