QBR Prep

# QBR Prep: Prepare a quarterly business review

Prepare a quarterly business review for $ARGUMENTS.

Follow these steps:

1. **Find the organization.** Use `hidn_search_orgs` to locate the company. Use `hidn_get_org` for full details — pipeline stage, notes, relationship context.

2. **Pull the engagement timeline.** Use `hidn_list_org_activities` to get all interactions over the last quarter (90 days). Categorize by type: meetings, calls, emails, notes. Count by month to show engagement trend.

3. **Map the people.** Use `hidn_get_org_network` to see all contacts at the org. For each key contact, use `hidn_get_profile` to check last interaction and relationship status. Note who's been active, who's new, and who's gone quiet.

4. **Review outcomes.** Use `hidn_search_workitems` filtered to this org to find completed work items, delivered projects, and milestones hit during the quarter.

5. **Surface open items.** Check for:
   - Active work items still in progress (`hidn_search_workitems`)
   - Pending reminders tied to this org (`hidn_list_reminders`)
   - Any mentions in daily logs (`hidn_search_logs`)

6. **Assess relationship health.** Compare this quarter to the overall history:
   - Is engagement increasing or declining?
   - Are you talking to more or fewer people?
   - Any key contacts gone cold?
   - Pipeline stage changes during the quarter?

## Output format

**Quarterly Business Review: [org name]**
*Period: [start date] — [end date]*

**Engagement summary**
- Total interactions: [count] ([breakdown by type])
- Monthly trend: [month 1: X, month 2: X, month 3: X]
- Primary contacts engaged: [names]

**Key outcomes this quarter**
- [Completed work item / milestone]
- [Completed work item / milestone]

**People**
- Active contacts: [names and roles]
- New this quarter: [anyone recently added]
- Gone quiet: [contacts with no recent activity]

**Open items**
- [Active work item — status]
- [Pending reminder — date]

**Relationship health**
- Trend: [improving / stable / declining]
- Pipeline stage: [current] — [changed from X if applicable]
- Risk flags: [any concerns]

**Suggested agenda**
Based on the data, consider discussing:
1. [Topic based on outcomes]
2. [Topic based on open items]
3. [Topic based on relationship signals]