QBR & executive review prep
Quarterly reviews eat the week before them and often present the same slides with new numbers. This agent drafts the review from the account record: what has happened since the last one, which commitments were kept, where adoption has moved, and what the customer keeps asking about. Your team spends the preparation time on the plan rather than the assembly.
Step by step
Start from the last review
The previous pack and its commitments frame the draft, so the meeting shows continuity rather than a fresh start.
Gather the period's record
Adoption, support history, escalations and meeting notes since the last review are pulled together with links.
Check the commitments from last time
Each promise is marked kept, missed or still open, from both sides of the relationship.
Shape the agenda for this account
The agenda is built around the themes this customer keeps raising rather than a standard running order.
Draft the review pack
The review is drafted into your template, with evidence attached and any gaps marked.
The owner and their lead approve
The pack is reviewed internally before any of it is shared with the customer.
Exactly what this agent can see, touch and change
The same five controls sit behind every ollo agent. These are this one's settings — visible before you build it, not buried in an admin screen afterwards.
Context
What reaches the modelCustomer success managers running formal quarterly or executive reviews across a portfolio, where preparation quality drops as the portfolio grows.
Escalation
When it asks a personThe account owner and their lead approve before the pack goes to the customer
Applications & Rights
Which tools it uses, and what it may do in each
ZapierRead only
SlackRead only
Google CalendarRead only
Google DriveReadWrites newCreates new records or documents. Never edits, moves or deletes anything that was already there.Verification
How you know it’s rightEvery claim links to the document it came from. A statement the agent cannot cite does not make it into the output — which is what makes the result reviewable in minutes rather than re-read end to end.
Who it’s for
Customer success managers running formal quarterly or executive reviews across a portfolio, where preparation quality drops as the portfolio grows.
What you’ll need
- The previous review packs available
- A review template and standard sections
- Product and support systems connected
- Internal approvers named
What you get
- A drafted review pack in your template
- A commitment tracker from the last review
- A suggested agenda per account
What it doesn’t do
It drafts what happened. The plan for the next period is yours, and the agent marks a missed commitment as missed rather than rewriting the section around it.
We build the first one with you
Not a template you configure alone. We sit with your team, build it on real data, and hand over the controls.
Scope
One session with the people who actually do the work. We agree what the agent reads, what it may write, and who approves.
Co-build
Built on your own data, not a sandbox. You watch it being made, so you know why it behaves the way it does.
Handover
You own the controls. Change the context, tighten the rights, move the approval gate — without coming back to us.
Parts of the work currently spread across the categories below. It does not replace any of those products outright.
Frequently asked
Can it prepare an executive-level version?
Yes, as a separate scope with a shorter format and different emphasis. Many teams run a detailed operational pack and a short executive one from the same underlying material.
What if the last review was not recorded anywhere?
Then the first pack it drafts starts the record. From that point the commitment tracking works, and that is often the part teams end up valuing most.
Does it join the meeting?
No. It prepares the pack, and it can summarise the meeting afterwards from notes you provide. It does not attend or record calls.
How does it handle accounts with a joint plan?
It reads the plan if you connect it and reports against the agreed outcomes rather than generic usage. A written joint plan makes every part of this agent better.