Build · found in one paste
31 proposals to review
Executive-ready reviews from your account evidence
Bring in your account data and notes. Verify the figures before they reach the review. Leave with an editable PowerPoint, an Internal Brief and Talking Points
Create your first reviewFirst deck free
Check the numbers before they reach the slide
QBRBuilder reads your notes and exports and proposes each figure with the line it came from. Nothing goes on the slide until you accept it.
From your HubSpot export and call notes
ARR: 140,000 USD
Seats licensed: 200 | Active users (30d): 188
adoption score 88/100 … up 8 pts QoQ
You accept each one in Build
Licensed seats: 200
“Seats licensed: 200 | Active users (30d): 188”
Accepted
Active users: 188
“188 active users out of 200 licensed seats”
Accepted
Sample account · demo evidence
Approved figuresExecutive summary · sample deck
Annual recurring revenue$140,000ARR from the HubSpot company record
Adoption score88/100Up 8 points on last quarter
License utilization94%188 active users ÷ 200 licensed seats
Licensed seats200
Active users188
The same figures appear on slide 4.
Your notes become a reviewed account record
Paste notes or upload files. Six kinds of evidence come back, vague dates are flagged, and you decide each one.
HubSpot company record — Nexonum Logistics (exported 15 Jul 2026)
ARR: 140,000 USD | Seats licensed: 200 | Active users (30d): 188
Commercials: ARR is $140k, up 12% YoY after last year’s seat add. Renewal date 30 Sep 2026 — Priya wants the renewal paperwork at least 60 days out this time, last year it blindsided them.
Usage: adoption score 88/100 on the health dashboard, up 8 pts QoQ. APAC team (Singapore hub) is maxed out on seats — Dana asked about adding 15 seats there. T. Chen to scope, she said budget is approved in principle.
Health: overall health score 87. NPS 8.2 from the June survey. CSAT 4.6/5 on support tickets. Support this quarter: 41 tickets opened, 39 resolved.
Wins: Marcus said “New hires are productive in a week now — that’s the number my team actually feels.” Core shipment workflow is basically everyone (96% of seats). Executive reporting picked up to 78%.
Risks: governance & audit still low (41% of seats). Dana: “We need visibility into exceptions before they become escalations, not after.” She wants exception alerts in place before peak season.
Six kinds of review, each argued its own way
Pick the conversation. The same evidence is reordered for it and closes on the decision you came for.
Highlighted: Risks & mitigation. Hover any slide to follow it instead; struck through means usually left out.
opens with
05
The deck for your customer, the context for you
Every review also writes an Internal Brief and Talking Points from the same approved facts.
You read beforehandInternal Brief
Expansion forecast
The APAC team is operating at seat capacity.
Qualified · Target close September 30, 2026
Stakeholder map
Dana Reyes — VP Operations
Customer · Executive sponsor · High influence · Neutral
PDF, Word or plain text
You say in the roomTalking Points
“Four checkpoints between now and 30 Sep 2026, starting with getting the APAC proposal in front of their executive sponsor by 20 Aug.”
“R2 is the one to sit with — Dana is our only real executive relationship on this account.”
PDF, Word or plain text · every line editable
Checked before your customer sees it
36 checks run before every export. On paid plans, an error stops it until it’s fixed.
- Nothing half-finished
- A risk with no mitigation, a metric with no baseline, a figure that disagrees with itself, a review with no decision asked for.
- Internal stays internal
- Anything marked internal-only is checked against every customer-facing slide.
- Only what’s cleared
- A quote needs clearance and a roadmap item needs product approval before either can appear in the deck.
- Your brand, built in
- Your logo, company name and font, embedded in the PowerPoint and the PDF.
Export · Nexonum Logistics, Renewal
3 errors to fix before export
- Error
“Renewal paperwork blindsided the customer last year” has no mitigation recorded yet — add a resolution plan before exporting.
Mitigation added · Deliver renewal paperwork 60 days before renewal · R. Delgado
- Error
“Champion concentration” is marked internal-only but appears on the customer-facing “Risks & mitigation” slide.
Removed from the customer deck · kept for internal use
- Error
“Exception alerts before peak season” is marked “Tentative” and cannot be customer-visible.
Hidden from the customer deck until product approves it
- Warning
“CSAT” has no baseline or prior value to compare against.
Your next review, ready before you walk in
Skip the evening of copying CRM figures into slides. Confirm what QBRBuilder found, then walk in with the deck, the brief and what to say.
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