Send a QBR video the CFO actually watches not the deck nobody opens
Record a walkthrough of the customer's dashboard. A QBR video maker built for CS teams hands you back a polished executive recap with smart zooms on every metric, captions, and brand polish — ready to land in the inbox of the stakeholder who skipped the live call.
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“Three people showed up to the QBR. The CFO who signs the renewal wasn't one of them.”
- T-7 days
You start the QBR prep. Pull adoption from Pendo, ROI from the customer's dashboard, support tickets from Zendesk, and revenue impact from Salesforce. Stitch it into a twenty-five-slide deck. Calendar tag: "strategic."
- T-3 days
Calendar invite goes out to ten stakeholders. The champion accepts. The VP of Operations declines with a meeting conflict. The CFO never opens the invite. The other six show as tentative.
- T-0, 2:00pm
QBR call starts. Three attendees: the champion, a mid-level manager, someone from IT. You present twenty-five slides to the people in the room knowing the budget approver is dialed into a different meeting on a different floor.
- T-0, 2:45pm
Champion thanks you, says "I'll forward this to my boss." The deck export ends up in an email with three bullets summarizing forty-five minutes of strategic context. The chart that proved 34% adoption growth becomes the sentence "usage is up."
- T+45 days
Renewal kickoff. The VP vaguely remembers value but cannot articulate specifics. The CFO asks what they pay for. Your champion tries to translate the ROI you covered six weeks ago and lands halfway there. The renewal that was a formality becomes a negotiation.
- T+60 days
Discount request lands. You spend three more calls re-proving the value the QBR was supposed to communicate. The renewal closes at 90% of the original quote and the expansion conversation you queued for the quarter gets pushed.
B2B customers with strong executive engagement are 2.5× more likely to renew. Live QBRs reliably fail to reach that engagement — most decision-makers skip the meeting, and a forwarded slide deck strips the narrative the CSM spent hours building.
“And the forwarded recap email stripped out every chart that made the ROI story actually land.”
From "I'll summarize for my boss" to "I watched your three-minute video, the ROI is clear"
You schedule the QBR for ten stakeholders. Three show up. You present twenty-five slides to whoever is in the room and hope the budget holder eventually hears the highlights through a forwarded recap email.
You record a three-minute QBR video summary the same day. You walk through key metrics on screen, narrate the ROI story, and preview next quarter. Every stakeholder watches on their own time — before they walk into the renewal conversation.
Eight hours of prep, three people reached. The chart that proved value gets compressed into a bullet your champion forwards at 5pm. The CFO never opens it. The narrative arc you built over forty-five minutes evaporates in transit.
Fifteen minutes of polish on top of the same prep. Everyone with the link watches. The CFO sees the cost-savings visualization. The VP sees the adoption curve. The narrative you built lands in their inbox, not a synopsis their direct report wrote in three sentences.
Renewal arrives. Stakeholders barely remember value. The renewal call turns into a re-pitch followed by a discount request. Margin erodes. Expansion conversations stall while you defend the existing spend.
Renewal arrives with stakeholders already aligned. The CFO opens the call with "I watched the QBR video, what does the multi-year pricing look like?" Renewal closes in one call. Margin holds. Expansion conversations actually happen.
QBR impact from what you already present live
Bring the same prep you would put into a live QBR. ngram turns it into a video the budget holder actually watches — same smart zooms, same captions, same brand polish.
Start from a dashboard walkthrough
Screen-record the customer's dashboard, your QBR slides, or the analytics report side by side. ngram cuts the pauses, smart-zooms every metric you call out, emphasizes the cursor on the chart you reference, and burns captions. Review the storyboard. Export a QBR video without touching a timeline.
Screen Recording to VideoOr start from the QBR deck
Drop the QBR deck (PPT or PDF) into ngram. It writes the executive narration, structures the storyboard around the metrics that justify renewal, and assembles a QBR video with voiceover, motion graphics, and brand polish. Approve the storyboard. Export the cut. No live recording session required.
PPT to VideoOne executive-ready QBR video
Looks intentional. Branded. Like someone with real video skills made it instead of pasting a Zoom recording into the recap email.
Standing up stakeholder-specific recaps — a CFO cut, an end-user cut, a roadmap cut — instead of one long video? Run each through PPT to Video first. The polish step downstream is identical.
What changes when QBR video lands in every stakeholder's inbox
The renewal conversation starts already aligned
Top benefitStakeholders who skipped the live QBR still see the ROI story before the renewal call. The CFO watches between meetings. The VP watches on a flight. By the time pricing comes up, everyone is aligned on value — and the conversation skips the re-pitch.
Videos under five minutes see 65% completion rates from executives. Anything past ten minutes drops below 30%. A polished three-minute QBR video routinely outperforms the twenty-five-slide deck nobody opened past slide four.
Renewals shift from re-pitch to confirmation
When the budget holder has already watched the QBR video, the renewal call opens with multi-year pricing questions instead of "why are we paying this much again?" The conversation skips the value defense entirely.
Live time turns strategic
Stakeholders watch the video before the live meeting, so the call stops being a slide presentation. It becomes a strategic conversation about expansion, new use cases, and next-quarter goals — the conversation the QBR was supposed to be.
QBR deck → executive summary video in 3 steps
Record the QBR highlights
Walk through the customer's dashboard or your QBR slides on screen. Narrate the metrics, the wins, the next-quarter roadmap. Pauses, false starts, second takes — ngram absorbs all of it.
Review the polished summary
ngram cuts the dead air, smart-zooms every chart and KPI, and burns captions styled to your brand. Scrub the storyboard, trim a section, or rearrange the narrative before render.
Share with every stakeholder
Send the polished QBR video to every stakeholder who missed the live meeting. Export for email, Slack, the customer portal, or a deal-room embed. Track who watched and how far before the renewal call.
Built for QBR video, specifically
Who ships QBR videos in your company?
Customer Success Teams
Ship a QBR video to every stakeholder who skipped the live call. CSMs stop relying on the champion to translate ROI for the CFO, and the renewal call opens with value already aligned instead of a defensive re-pitch of the existing spend.
Sales Enablement
AE pre-call prep gets a QBR video that orients the buying committee before pricing comes up. Reps walk into renewal expansion conversations with stakeholders who already understand value — instead of spending the first thirty minutes on context-setting.
Founders
Founders running CS themselves get a QBR video they can send to every strategic account without booking a full afternoon of prep. Record once, polish in fifteen minutes, send to every stakeholder, and stop letting renewals drag through quarter-end.
Product Marketing
PMM teams pair the QBR video with the launch arc. Strategic accounts see the next-quarter roadmap, the launch teaser, and the customer-specific recap in one stitched flow — so the renewal narrative connects to the product story.
Product Managers
PMs contribute the roadmap preview embedded in every QBR video. The same source clip ships into the changelog and the QBR recap, so strategic accounts get a current view of what is shipping next without the PM scheduling another briefing.
Growth & Marketing
Growth teams repurpose anonymized QBR clips into customer-story creative for paid and organic channels. The same dashboard walkthrough that proves ROI internally becomes the social proof asset for the next campaign.
Support Teams
Support pairs the QBR video with the post-incident recap. When a strategic account hits a hard quarter, the recap video bundles the resolution narrative with the underlying value story so the renewal conversation does not start with a complaint.
Sales (Account Executives)
AEs running expansion plays for existing accounts get a QBR video to send before the discovery call. Buyers already know the value the original team unlocked, so the conversation pivots straight to the new use case instead of relitigating the existing footprint.
Explore more use cases
Other ways CS and adjacent teams use ngram to compress the post-sale arc into video that scales.
You don't need a screen recording to ship a QBR.
Bring whatever you already have. Each converter drops you into the same smart-zoom, caption, and brand-kit pipeline the screen-recording flow uses.
Every tool the QBR pipeline runs on.
The old way vs. the ngram way
| Live Meeting Only | Slide Deck via Email | ngram | |
|---|---|---|---|
| Stakeholder reach | Only attendees (3 of 10) | Forwarded, rarely opened | Entire buying committee |
| Time to create | 8-10 hours of prep | Same deck + PDF export | Under 30 minutes |
| Executive engagement | Only if they attend | Skimmed at best | Watched on their schedule |
| Value retention to renewal | Fades after the call | Lost in translation | Rewatched pre-renewal |
| Renewal conversation tone | Depends on who showed up | Justify the cost | Confirm the value |
Wire QBR video into the renewal workflow you already run.
Each integration ships with a working template. Trigger a QBR video from a CRM stage, a billing milestone, or a chat agent — or build your own with the REST API.
whenA CSM tags an account 'QBR scheduled' in the CRM
thenGenerate a QBR video from the latest dashboard snapshot and queue it for the CSM to review
whenClaude or ChatGPT is asked to draft a QBR recap for a strategic account
thenReturn a polished QBR video and a share link the CSM can paste into Gainsight or the deal room
whenYou hit 'Make QBR' on a customer dashboard open in the admin app
thenGet a polished MP4 back in a new tab inside thirty minutes
whenA Gainsight playbook hits the 'pre-renewal' stage
thenRender a QBR video tailored to the account's ARR and attach it to the renewal task
whenA self-hosted analytics export marks an account as 'QBR-eligible'
thenAuto-generate a QBR video for the customer portal on your VPC
whenA flagship QBR video is approved (with customer permission)
thenSchedule the 1:1 cut to the company page as a customer-story teaser for prospects in the same segment
whenA short-form QBR highlight finishes rendering
thenSchedule the social variant with the customer-success copy and a thread reply teed up
whenA long-form QBR or customer-story recap is approved for the public channel
thenUpload to the customer-stories channel with chapter markers per outcome
“But will it work for my situation?”
Your next QBR video is 30 minutes away
Stop letting QBR value evaporate with poor attendance. Send a recap every stakeholder watches, and walk into the renewal conversation with the buying committee already aligned on ROI.