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Whether you’re presenting to a customer’s executive team (EBC) or running a Quarterly Business Review (QBR), this playbook helps you build materials grounded in real intelligence - not recycled slides and guesswork.
Who this is for: AEs, SCs, Customer Success managers, anyone presenting to senior stakeholders.Time: 45-60 minutes for a thorough briefing document.What you’ll have at the end: An executive-ready brief with strategic context, relevant insights, and talking points specific to the audience and their priorities.

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For EBC Preparation

An Executive Briefing Centre presentation needs to demonstrate that you understand the customer’s business at a strategic level. PG:AI gives you the depth. Step 1: Strategic Context (15 min) Open Strategic Insights and build your understanding of what the executive team cares about:
  • Priorities - What’s on the CEO’s agenda? What did they emphasise in the last earnings call?
  • Goals - What are the measurable targets? Revenue, margin, expansion, efficiency?
  • Division intelligence - If you’re meeting a division head, focus on their business unit’s specific priorities, not the corporate overview.
Step 2: Financial Context (10 min) For public companies, review Financial Intelligence:
  • Revenue trajectory and analyst expectations
  • Key metrics and how they compare to competitors
  • Any recent financial events (acquisitions, restructuring, earnings surprises)
This lets you frame your presentation in their financial language: “You’re targeting 20% growth in EMEA - here’s how we support that.” Step 3: Build the Brief (20 min) Use Canvas to create a structured EBC preparation document:
“Create an EBC preparation brief for [Company]. I’m meeting with [Names/Titles]. Include: their top strategic priorities, financial context, division-specific intelligence for [division], recommended talking points, and questions to ask. We sell [what you sell].”

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For QBR Preparation

A QBR needs to show value delivered, current intelligence, and forward-looking opportunities. Step 1: Current Account Intelligence (10 min) Review the account’s current state across all intelligence modules. What’s changed since the last QBR? New priorities, leadership changes, technology shifts, hiring patterns. Step 2: Expansion Opportunities (10 min) Check Division Intelligence for business units you’re not engaged with. Check Contacts for new stakeholders. Check Tech Stack for new technologies that create integration or expansion opportunities. Step 3: Build the QBR Deck (20 min) Use Canvas to generate a structured QBR brief:
“Create a QBR brief for [Company]. Include: summary of their current strategic priorities, what’s changed since last quarter, expansion opportunities across their divisions, key stakeholders we should engage, and recommended next steps. We currently provide [what you provide to them].”

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Tips

  • Lead with their world, not yours. Start the EBC/QBR with their priorities and challenges, then connect to what you provide. Not “here’s what we did” but “here’s what you’re focused on and here’s how we’re helping.”
  • Reference specific sources. “In your Q3 earnings call, your CEO mentioned…” builds more credibility than “we’ve noticed that…”
  • Prepare for questions. Use the AI Assistant to anticipate what the executive might ask: “What tough questions might [Title] ask about [topic]?”

Account Planning

Build a comprehensive account plan before the QBR

Meeting Preparation

Quick prep for a standard meeting

Financial Intelligence

Reference guide for financial data and competitor benchmarking