CSM QBR & Upsell Assets

I’m wrapping up a customer-success cycle and need help finishing three connected pieces:

• Quarterly Business Review (QBR) deck
• A concise set of Upsell slides
• A templated follow-up email to clients

For the QBR, I’ll hand over raw usage data, NPS scores, and renewal metrics. Please crunch the numbers, pull out the headlines, and turn them into a well-structured story. I’m looking for clear insights, tight copy, and polished presentation design that will look great in PowerPoint or Google Slides.

The Upsell slides should flow naturally from the QBR. Focus on our product features that expand current contracts; no pricing tables or testimonials are needed this round—just the feature value and suggested next steps.

Finally, draft an email that recaps the QBR highlights and smoothly introduces the upsell opportunity. Tone should be friendly, data-driven, and on-brand.

Deliverables are:
1. QBR deck (editable PPTX or Google Slides)
2. 3–4 Upsell slides (same format, ready to drop into the deck)
3. Client email template (editable Doc)

I’ll provide brand guidelines, color palette, and sample past decks. Let me know if you need any additional context or data extracts, and include a brief note on similar customer-success assets you’ve produced so I can gauge fit.