> ## Documentation Index
> Fetch the complete documentation index at: https://docs.getpg.ai/llms.txt
> Use this file to discover all available pages before exploring further.
# QBR & EBC Preparation
> Prepare executive-ready materials backed by real account intelligence
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.
## 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]."
## 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]."
## 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 Agent to anticipate what the executive might ask: "What tough questions might \[Title] ask about \[topic]?"
## Related
Build a comprehensive account plan before the QBR
Quick prep for a standard meeting
Reference guide for financial data and competitor benchmarking