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Outline a QBR deck for sales leaders

  • For Sales and customer success
  • You practice Giving the right context
  • Time about 5 minutes
  • Level Intermediate

About this exercise

You're building the Q3 QBR deck for the sales leadership team. Give exactly 5 slides as lines starting "Slide 1:" through "Slide 5:", each with a title and one line of content. Slide 1 must be results against target, and Slide 5 must be titled "Asks" with the two asks from your notes. Leave out anything that's still a rumor. Plain text, under 130 words.

Common mistakes when you ask AI for this

  • Letting the AI pick the order. The AI often opens with wins or an agenda slide. Try: Add: "Slide 1: results vs target. Slide 5: Asks."
  • Including rumors. The AI treats every line in your notes as deck content. Try: Add: "Leave out the merger rumor; it's not official."
  • No slide count. The AI writes 10 to 12 slides with speaker notes. Try: Add: "Exactly 5 slides, one line each: Slide N: Title - content."
  • Getting markdown. The AI uses headings and bold for each slide. Try: Add: "Plain text, no bold or headings."

What a strong prompt includes

  • Sets slide count
  • Fixes first and last slides
  • Leaves out the rumor
  • Says who it's for
  • Asks for plain text

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