business-review-framework

Name: business-review-framework
Author: stephenrogan

by @stephenrogan in AI & LLM

# Install this skill:

npx skills add stephenrogan/csm-skills --skill "business-review-framework"

Install specific skill from multi-skill repository

# Description

Provides a lighter alternative to a full QBR for mid-market and SMB accounts that need value conversations but do not warrant a formal quarterly business review. Structures a 20-30 minute business check-in with usage highlights, value evidence, and forward-looking discussion. Use when asked to run a business review without a full QBR, structure a lighter customer review, build a mini-QBR, create a business check-in framework, or when an account needs a value conversation but a full QBR would be disproportionate to their size or complexity. Also triggers for questions about business review alternatives, scaled QBR formats, lightweight business reviews, or how to deliver value conversations to mid-market and SMB accounts efficiently.

# SKILL.md

name: business-review-framework
description: Provides a lighter alternative to a full QBR for mid-market and SMB accounts that need value conversations but do not warrant a formal quarterly business review. Structures a 20-30 minute business check-in with usage highlights, value evidence, and forward-looking discussion. Use when asked to run a business review without a full QBR, structure a lighter customer review, build a mini-QBR, create a business check-in framework, or when an account needs a value conversation but a full QBR would be disproportionate to their size or complexity. Also triggers for questions about business review alternatives, scaled QBR formats, lightweight business reviews, or how to deliver value conversations to mid-market and SMB accounts efficiently.
license: MIT
metadata:
author: Stephen Rogan
version: "1.0.0"
standalone: true

Business Review Framework

A structured 20-30 minute business review for accounts that need value conversations but do not warrant a full QBR. Most mid-market and SMB accounts never get a business review because the QBR format is too heavy. They deserve a value conversation -- just a shorter, more focused one.

How to Use

Provide:
- Account name, ARR, segment, tenure, renewal date
- Usage highlights (top 2-3 metrics worth sharing)
- Value evidence (anything quantifiable or customer-confirmed)
- One discussion topic (the single most important thing to align on)
- Any open items or upcoming events

The 20-Minute Business Review

Block	Duration	Content	Purpose
Value snapshot	5 min	2-3 data points showing what the product has delivered	Justify the investment in 60 seconds. If you cannot, investigate before the review
Usage highlights	5 min	What the team is using well, what they could use more of	Show you are paying attention. Surface adoption opportunities without making it a pitch
Discussion	8 min	One topic: their priorities, a challenge, an opportunity, or a question	This is the value of the conversation. Let them talk more than you
Next steps	2 min	What each side will do before the next touchpoint	Accountability. Every business review ends with a commitment from both sides

The rule: If a business review runs over 30 minutes, it has become a QBR. Either plan a full QBR next time or tighten the format.

When to Use This vs. a Full QBR

Account Characteristic	Full QBR	Business Review
Enterprise, >EUR 50k ARR	✓
Mid-Market, EUR 10-50k ARR		✓ (unless complex or at risk, then full QBR)
SMB,

# Supported AI Coding Agents

This skill is compatible with the SKILL.md standard and works with all major AI coding agents:

⚡ Amp 🚀 Antigravity 🤖 Claude Code 🦀 Clawdbot 📝 Codex ▶️ Cursor 🤖 Droid 💎 Gemini CLI 🐙 GitHub Copilot 🪿 Goose 📊 Kilo Code 🔧 Kiro CLI 💻 OpenCode 🦘 Roo Code 🌲 Trae 🏄 Windsurf

Learn more about the SKILL.md standard and how to use these skills with your preferred AI coding agent.