Coreworks
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[ 00 ]For customer success teams

Your QBR is your NRR engine. Stop building it by hand.

Coreworks is built for customer success teams. It turns your product and account data into the finished QBR deck — on-brand, on the schedule you want, insight-led, every number traceable.

Before — built by handAfter — built by Coreworks
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[ 01 ]The CSM’s quarter

The deck is the job. It shouldn’t take the quarter.

Problem · todayQBR coverage is unmeasured and incomplete.

The top 10% of accounts get attention; the rest get whatever time is left.

↓ With CoreworksCoverage, not triage.

QBRs are automated across the entire customer base, not just the accounts that shout loudest. The mid-segment gets the same rigour as the top three.

Problem · todayQuality is set by the weakest performer.

The best CSMs produce excellent decks; everyone else produces something.

↓ With CoreworksThe best CSM’s output becomes the floor.

Existing templates, brand and narrative structure applied to every deck — with the CSM still in control: review, edit, override and approve from Slack.

Problem · todayThe DIY route costs more than it looks.

Teams building QBRs in general-purpose AI tools spend roughly $100 a document — off-brand and untraceable.

↓ With CoreworksConnected to the real data, and traceable.

Pulls from Salesforce, Gainsight, product analytics and ticketing. Every number links back to a backing spreadsheet, and an edit changes one thing rather than regenerating the deck.

Problem · todayThere’s no impact story.

Nobody can show which accounts were covered, what the quality was, whether customers opened the deck, or what revenue any of it influenced.

↓ With CoreworksVisibility for the leadership team.

Coverage, quality, team delivery, which customers are actually engaging — and the revenue and win rate behind it.

[ 02 ]The evidence

Two customer QBRs, rebuilt.

Switch customer
[ 01 ]Customer QBR · B2C price analytics SaaS
Company A — B2C price analytics SaaS
1,000+ customers
Cadence: refreshed every quarter, automatically
Before · assembled by hand
client logo
Fixed Based Indices – Price Change Trend
Jul-25Aug-25Sep-25Oct-25Nov-25Dec-25Jan-26 0.00% 2.00% 2.86%2.71% 2.99%3.33% 2.37%3.74%4.23% 2.29%3.79%3.36% 2.81%3.35%4.00% 0.67%0.64% 0.31%1.16% 1.84%1.16% 1.16%1.10% 0.55%0.98% 1.05%1.54%
Retailer A Retailer B Retailer C Retailer D Client

Prices went up from late summer into November, as retailers prepared for the holiday season and higher demand.

Retailer A and Retailer D lowered prices during the main holiday sales (November–December), while Retailer B and Retailer C kept their prices higher and more stable.

In January, prices started to stabilize again, with some retailers increasing prices after the holiday discounts ended.

  • Fifteen colliding data labels
  • Spreadsheet-export chart
  • Generic commentary
  • No stated decision
After · generated by Coreworks
client logo
Overall Price Change Trend
Monthly Price Index Trend by Retailer
2.20-2.2 Aug 2025Sep 2025Oct 2025Nov 2025Dec 2025Jan 2026 Price Index (Base: Aug 4, 2025 = 100.00)
Client
Retailer A
Retailer B
Retailer C
Retailer D
  • Price realization accelerated into the holiday period, with the index rising from 1.1% in Oct to 1.5% in Nov as increased-price SKUs climbed to 2,940.
  • Gains held through year-end, with Dec essentially stable at 1.4% — November pricing actions largely stuck rather than rolling back.
  • January reset higher to 1.7%, supported by 3,410 increased SKUs versus 1,590 decreased.
  • Action implication: review the categories that drove the Nov–Jan uplift to separate durable price realization from promotional noise.
Fixed-base monthly price indices show Retailer B and Retailer C leading by Jan 2026, while Retailer A and Retailer D peak in October before easing back. Each retailer is indexed to a constant baseline so sustained price movement is directly comparable across the market.
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2
3

Same account, same quarter, same underlying data — rebuilt into a renewal argument the customer can act on.

What changedClick a point — it lights up on the deck
[ 03 ]Scope

This attention isn’t paid to one slide. It’s paid to every slide.

The examples above show one slide. Coreworks writes the whole QBR to that standard — and writes it as one continuous argument, each slide carrying the story forward instead of restating it.

That’s the deck a customer stays for.

[ 04 ]Why this moves NRR

The QBR is where retention and expansion are won — or skipped.

What a CSM walks in with decides the conversation. Coreworks makes that deck the same quality for every account on the book.

Coverage

Every account gets a QBR, not just the top 20. Renewal conversations happen with the whole book, every quarter — the long tail is where quiet churn lives.

Expansion

Usage trends, adoption gaps, and expansion signals are surfaced automatically per account — so CSMs walk in with an upsell case, not a status update.

Time

Hours of deck assembly become minutes of review. Your team’s time shifts from formatting slides to talking to customers.

[ 05 ]Your turn

Your next QBR shouldn’t take three days.

Connect your data and see a finished, on-brand deck for one of your accounts — in about 5 minutes.

Book a demoSee the examples