As VP Customer Success, I need to create a standardized action item tracker from our QBR. QBR Context: - Customer: {{customer_name}} - QBR Date: {{qbr_date}} - Attendees: {{attendees}} - Discussion Notes: {{discussion_notes}} Format the action items as follows: ## QBR Action Items - {{customer_name}} **Review Date:** {{qbr_date}} **Next QBR:** [Calculated date] ### Customer Action Items | # | Action | Owner | Due Date | Status | Notes | |---|--------|-------|----------|--------|-------| | C1 | | | | Not Started | | | C2 | | | | Not Started | | ### Our Action Items | # | Action | Owner | Due Date | Status | Notes | |---|--------|-------|----------|--------|-------| | V1 | | | | Not Started | | | V2 | | | | Not Started | | ### Escalations and Dependencies | Item | Depends On | Blocker? | Resolution Path | |------|------------|----------|----------------| ### Success Criteria - [ ] Criteria 1 - [ ] Criteria 2 ### Follow-up Schedule - Week 2: [Check-in focus] - Week 4: [Progress review] - Week 8: [Milestone assessment]
QBR Action Item Tracker Template
Output-format template for documenting and tracking QBR action items.
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QBR action trackingmeeting follow-up documentationaccountability template creation
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gpt-4oclaude-sonnet-4-20250514
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