TRANSFORM TECHNICAL QBR INTO AN EXECUTIVE SUMMARY
Client communications must go beyond technical facts to foster relationships and build confidence. Every Tuesday, we share an AI prompt to help you turn conversations into trust-building opportunities.
The scenario:
Decision-makers don’t care about server CPU utilization. They want to understand business outcomes, risk mitigation, and strategic value. Use this prompt to transform dense technical reports into compelling business narratives that reinforce your strategic partnership.
The prompt:
You are the account manager in an MSP serving [insert industry] clients. Your technical team has prepared a comprehensive QBR with detailed metrics: [paste in data on uptime, tickets resolved, security incidents blocked, patch compliance, backup success rate, and average response time ].
Your audience — the CEO, CFO, and COO — wants to understand business impact, not technical statistics. Transform the above technical QBR into an executive summary with:
A strategic value statement.
A business impact narrative.
Risk management recommendations.
Strategic next steps.
Write a concise executive brief (under 400 words) that we can present in 5 minutes or forward to board members. Include specific business language used in the industry, avoid technical jargon, and focus on outcomes that matter to [industry] executives.