The QBR Pack
Report a quarter against the goals that were actually set, separate what worked from what merely happened, and propose next quarter honestly.
Works across your stack
Supported AI platforms
8 supported clients. Connector requirements are shown separately below.
Add the quarterly business review skill to your AI client
Set up the Adspirer "The QBR Pack" skill for me. If you can run commands: npx adspirer-skills add the-qbr-pack If not: fetch https://www.adspirer.com/skills/the-qbr-pack.md and follow it. Then read the skill and ask me what you need to get started.
Paste it into Claude, ChatGPT, Cursor, Codex, Gemini, or any agent — it works out how to install itself.
Or install it yourself
npx adspirer-skills add the-qbr-pack Writes SKILL.md to .claude/skills/ in the current project. The bundled references, scripts, and assets ship with the ZIP. Download ZIP →
Upload the ZIP in Claude → Settings → Skills. The bundle preserves every reference, script, and asset.
Install the Adspirer plugin first: Cowork tab → Customize (left sidebar) → Plugins → Browse Plugins → search "Adspirer" → Install. Requires Claude Max, Team, or Enterprise. Then upload this ZIP as a skill.
In ChatGPT, open Plugins → Skills → Create → Upload from your computer. ChatGPT scans the skill before making it available. Availability and upload permissions depend on your workspace plan and admin settings.
npx adspirer-skills add the-qbr-pack --agent cursor Writes the skill to .cursor/rules/ in the current workspace, so Cursor loads it on every session.
npx adspirer-skills add the-qbr-pack --agent codex Appends the skill to AGENTS.md, which Codex reads on every session — so it persists instead of living in one conversation. The append is idempotent; re-running it will not duplicate the block.
npx adspirer-skills add the-qbr-pack --agent gemini Appends the skill to .gemini/GEMINI.md, which the Gemini CLI reads on every session. Connect Adspirer as an MCP server first so the live ad-account steps can run.
npx adspirer-skills add the-qbr-pack --agent windsurf Writes the skill to .windsurf/rules/ in the current workspace, so Windsurf loads it on every session.
npx adspirer-skills add the-qbr-pack --agent other Writes SKILL.md to adspirer-skills/ in the current folder — point any agent at that file. No shell? Fetch the raw file with curl -fsSL https://www.adspirer.com/skills/the-qbr-pack.md, which prints the skill instead of installing it.
Starter prompt
Client setup guide →Use The QBR Pack skill. I’m working on [campaign or account] and want to understand [goal or problem] for [date range]. Check that Adspirer is connected, start by looking without changing anything, and explain the story in plain language. Show me the evidence and ask before making any live change.Where it helps
When to use the quarterly business review skill
A pack reporting against the goals that were set, separating what the work caused from what the market did, with losses stated as learnings.
Use case 1
A quarter needs an honest account
Results are mixed and the pack has to survive questions rather than avoid them.
Use case 2
Attribution is contested
Platform-reported conversions and analytics disagree, and the review is where that gap should be explained.
Use case 3
Next quarter needs sizing
Recommendations have to follow from the findings and fit a real budget signal rather than ambition.
See it in a campaign
Quarterly business review examples
The numbers, account, and recommendation will be yours. These show the kind of story the skill helps you work through.
Mixed quarter
One channel beat its target while another missed badly after a mid-quarter tracking change.
The skill reports both, marks the incomparable period, and says which explanations the evidence actually supports.
No goal on record
Nobody wrote down a target at the start of the quarter.
The skill says so plainly instead of choosing a flattering baseline once the outcome is already known.
Keep reading: Google Ads setup docs ·Claude ad management ·White-label Google Ads guide
Keep building the workflow
Agent skills related to quarterly business review
Agency New Client Onboarding
Inventory what the client actually has, audit tracking before launching, and reach first campaigns with a reporting cadence agreed.
Media-Plan-to-Tracker Sync
Sync a media plan into a tracker (Airtable if connected): campaigns, budgets, flight dates, status — one source of truth the team can see.
Audience Architect
Build a cold-to-hot audience structure sized to the account's real event volume, with overlap and exclusions handled deliberately.
Before you install
Frequently asked questions
What is the quarterly business review skill?
It is an Agent Skill — a folder of instructions your AI assistant loads when you ask it to do this job. It follows the open Agent Skills specification, so the same package works across different assistants. Report a quarter against the goals that were actually set, separate what worked from what merely happened, and propose next quarter honestly. Unlike a prompt you paste in, the skill carries its own procedure, checks, and stop conditions, so the assistant works the same way every time you run it.
Which AI assistants can run it?
Claude, Claude Code, Claude Cowork, ChatGPT, Codex, Cursor, Gemini and Windsurf. Download the ZIP and upload it in assistants that accept skill folders, or point the assistant at the raw SKILL.md file. The install card above has the exact step for each one.
What do I need to connect before I run it?
Adspirer is required, because the skill reads live account data rather than guessing. Google Analytics 4 is optional and only add value when the job calls for them. The skill confirms the connection before it touches a real account, and tells you plainly if something is missing.
Do I need an Adspirer account, and is there a free tier?
The skill itself is free to download and MIT-licensed. To let it read or change real ad accounts you need Adspirer connected: the free tier includes 15 tool calls a month, Plus is $49/mo for 150, Pro is $99/mo for 600, and Max is $199/mo for 3,000. You can install the skill and read what it does before signing up for anything.
Can it change my campaigns without asking?
No. Any new campaign Adspirer creates is created paused, enabling a paused or live campaign needs your confirmation, and destructive actions are gated behind an explicit confirmation flag. Spend, publishing, and live changes wait for your approval every time — installing a skill or a connector is not itself approval to act.
How do I get the best results from it?
Give it the specifics it asks for up front — the account or campaign, the date range, the goal, and what "good" looks like for this business. Let the first pass run read-only so you can check the evidence before anything changes. The starter prompt above is a working template; edit the bracketed parts and paste it in.
How is this different from just asking the assistant directly?
A plain prompt gets you a plausible answer from whatever the model already knows. This skill makes the assistant pull real numbers from your ad accounts, follow a fixed procedure, show its evidence, and stop at the points where a person should decide. That is the difference between a confident guess and a quarterly business review you can act on.
Ready to run it against real campaigns? Connect Google, Meta, Amazon, LinkedIn, TikTok, or ChatGPT Ads to your assistant on the free tier — nothing spends or publishes without your approval. Create a free Adspirer account →