The QBR tool built for CS teams too small for Gainsight, too proud for Canva templates. CSV in. Branded PowerPoint out.
Three of three usage signals trending up. NPS 62. Renewal locked through Q4 2027.
Across 47 active accounts. Calculated from usage-vs-license, renewal motion, and expansion velocity.
Every quarter, your CSMs spend 4–8 hours building a single QBR deck. You have 50, maybe 200 accounts. Do the math.
By the time the deck is ready, the call is tomorrow and the CSM is exhausted. The deck is mediocre. The customer notices. The expansion conversation never happens.
Upload your account data once. Upload your value props, case studies, and ROI templates once. From then on, every QBR deck is:
Your CSMs spend the saved 5 hours on the expansion conversation that actually moves the number.
Salesforce, HubSpot, or wherever your account data lives. Map your fields once. We figure out the rest, usage, health, expansion, renewal dates.
account,arr,health,expansion_$ ACME, 84000, 78, 12000 Northwind, 156000, 92, 38000 Bismarck, 47000, 65, 0 Initech, 92000, 71, 24000
Case studies. ROI templates. Value-prop docs. Talk tracks. We chunk and embed them once. From then on, every deck's narrative is grounded in your language, not generic AI prose.
One click per account. A complete nine-slide deck with usage trends, ROI snapshot, expansion opportunities, and clear next-quarter goals. Editable, exportable. Ready to send.
Three of three usage signals trending up. NPS 62. Renewal locked through Q4 2027.
Across 47 active accounts. Calculated from usage-vs-license, renewal motion, and expansion velocity.
The cover bears the customer name in a confident serif, a Q-stamp at the corner, the quarter long-form as eyebrow. Your customer is the headline, not your logo.
Three of three usage signals trending up. NPS 62. Renewal locked through Q4 2027.
Healthy. Watch. At Risk. The verdict reads first; the body explains why. Brand color never overrides verdict color.
Across 47 active accounts. Calculated from usage-vs-license, renewal motion, and expansion velocity.
A single semantic green number, self-anchored. The coda finishes the sentence. No charts, no decoration, no apology.
We're not Gainsight. We don't try to be. Gainsight is a full CS platform with health scoring, automation, segmentation, and playbooks, built for teams of 50+ CSMs at $40k+ a year. If you need that, you should buy that.
We do one thing: generate QBR decks. We charge $499 a month. We're live in ten minutes.
| Gainsight | QBRPilot | |
|---|---|---|
| Price | $40k–200k / yr | $6k–36k / yr |
| Setup time | 8–16 weeks | 10 minutes |
| Built for team size | 50+ CSMs | 3–20 CSMs |
If you need a CS platform, buy a CS platform. If you need to ship 50 QBRs this quarter, buy QBRPilot.
Your data is encrypted at rest. We never train AI models on your customer data. SOC 2 in progress. Delete anytime.