Recipes
Artifacts recipe

QBR deck builder

Build a customer-ready QBR deck from adoption, tickets, invoices, call quotes, and risks.

Description

QBR deck builder is for Customer Success, Sales, and Founder teams that need to build a customer-ready QBR deck from adoption, tickets, invoices, call quotes, and risks.

Luffy checks

HubSpot, Gong, Fathom, Stripe, Zendesk, Google Drive, or custom apps you set up.

Delivers

Google Slides or PDF QBR deck with expansion and risk notes.

Approval boundary

Draft-only until the CSM approves.

Setup

Connect HubSpot, Stripe, Zendesk, and meeting-note sources.

People also use

These pair with qbr deck builder when the same team needs adjacent work to run through Luffy.

Meeting brief and follow-up

Prepare before meetings, then extract decisions, TODOs, owners, and follow-up drafts after.

Uses
Google CalendarGmailSlackGranolaFathomGoogle Tasks
Delivers
Prep brief, action list, task updates, HubSpot note, and follow-up draft.

Pre-call brief

Know the account, people, prior context, and suggested questions before the meeting starts.

Uses
Google CalendarGmailHubSpotSlackLinkedInWeb
Delivers
Tight meeting brief with account context, risks, and questions.

Renewal health radar

Catch at-risk accounts, champion changes, usage drops, and payment issues before renewal.

Uses
HubSpotStripeGmailZendeskAmplitudeLinkedIn
Delivers
Ranked account health digest, save-plan draft, and intervention owner.

VIP customer moment planner

Spot high-value customer moments and prepare the right gift, meetup, or founder touch.

Uses
HubSpotGoogle CalendarGmailStripeSlack
Delivers
Customer moment list, suggested action, owner, and outreach draft.

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