AI-powered QBR meeting agents are transforming how Key Account Managers conduct their quarterly business reviews. These agents automate the tedious aspects of QBR preparation, from data collection to presentation creation, allowing managers to focus on building relationships and driving strategic alignment. This technology streamlines workflows, enhances client engagement, and ultimately leads to increased customer satisfaction and retention.
Before Meeting
Your AI agent proactively gathers key performance indicators (KPIs), customer feedback, and relevant market data. It then generates a draft QBR presentation, highlighting key achievements, challenges, and opportunities.
During Meeting
During the QBR, your AI agent provides real-time data insights and answers to ad-hoc questions. It can also track action items and ensure that all stakeholders are aligned on next steps.
After Meeting
Post-QBR, your AI agent automatically generates a summary of key discussion points, action items, and agreed-upon goals. It also updates your [CRM system](https://relevanceai.com/integrations/salesforce) and [project management tools](https://relevanceai.com/integrations/asana) to ensure that all information is readily accessible.
What you’ll need
You don't need to be a developer to set up this integration. Follow this simple guide to get started:
- Meeting Notetaker Agent template
- Calendar account
- Meetings to join
- Relevance AI Account
