Point Juma at your latest account call and it turns the transcript into a QBR-ready review deck: situation, the account's goals, ranked pain points, your positioning, the plan, and next steps.
Connect Fathom and Juma pulls your most recent account call, or paste the transcript straight into chat. From that single call, the Flow builds a slide-by-slide QBR deck outline, the Quarterly Business Review that sales and customer success teams run to align an account on progress, plan, and next steps. You get a title slide, the account situation, the account's goals, a ranked list of pain points, your positioning and the one differentiator that landed in the room, the proposed plan, the commercials, a competitive-risk slide with mitigation, and a next-steps table with owners and dates.
Every point traces back to something that was actually said on the call, so the review reflects the account rather than a template. 400+ marketing teams use Juma to turn raw inputs like a call transcript into finished, review-ready assets.
The first prompt gives you the deck outline, slide by slide. This step turns that outline into a built presentation you can open and present: title slide, account situation, goals, ranked pain points, positioning, plan, commercials, competitive risk, and the next-steps table, each laid out as a real slide. Pulled into a client Project, the deck comes out in the account's brand or your agency template, so it looks ready for the room instead of a raw outline. Review every slide, adjust the framing where your judgment says so, and export it for the QBR.
Turn that QBR outline into a built, branded slide deck we can present to the account.
A renewal conversation needs a different emphasis than a standard review. This step reframes the same call into renewal prep: where the account stands today, the goals they still want met, the specific risks to the renewal, and a clear case for expansion built on what they told you they need. You get a slide sequence aimed at the renewal decision, with the account's own words behind each risk and each expansion angle. It turns a call you already had into a prepared position for the conversation that decides whether the account grows, holds, or churns.
Reframe the review as prep for the renewal conversation: where the account stands, the risks to the renewal, and our case for expansion.
One call captures a moment. A quarter of calls captures the whole story. This step pulls every call with the account across the period and rolls them into a single account-review deck: what progressed since last quarter, which pain points are still open, which are resolved, and what the plan is for the next one. Instead of scrolling through four separate recaps, the team gets one deck that reads the arc of the relationship. Grounding each point in a specific call keeps the narrative honest about what actually moved and what stalled.
Pull all our calls with Costa Coffee from this quarter and roll them into one account-review deck: progress, open pain points, and next quarter's plan.
A review only earns trust if every claim traces back to the account. This step goes through the deck and attaches, to each point, the exact quote or moment from the call it came from, so nothing on a slide is an assumption. When a stakeholder pushes back on a pain point or a next step, the source is right there: who said it, and when. Grounding the deck this way also catches anything the first pass inferred rather than heard, so the team can cut or correct it before the QBR. Strategy, taste, and judgment stay human; the record stays accurate.
Go through the QBR deck and add, next to each point, the exact quote or moment from the call it came from.
Teams build one Juma Project per account and add context over time. Every flow the team runs for that account pulls from the same project. If a project already exists, adding account context means each review opens with the full relationship instead of a cold read of a single call.
Account Brief
Who the account is: stakeholders and their roles, contract stage, headline goals, and how they use the product. With this in the project, every review opens on context the team already knows instead of re-deriving it from one call.
Positioning & Differentiators
Your positioning, the one or two differentiators that resonate with this segment, and competitive battlecards. Add this and the positioning slide and the competitive-risk slide lead with the right message and the right mitigation.
Past QBRs and Review Notes
Previous review decks and call notes saved as reference. The Flow compares the new call against these, so each review shows the arc: what moved since last quarter, what stalled, and what is still open.
Renewal & Commercials
Contract dates, current pricing, and expansion levers. With this in the project, the commercials slide and any renewal framing use real numbers, so the deck never fills a figure that was not actually agreed.
Add a short description to each knowledge item in the project's info field so Juma knows what each file contains and when to use it. For example:
Building a QBR deck from a call by hand takes two to three hours: rewatching the recording, pulling notes, structuring the story, and laying out slides. Juma builds the outline from the transcript in minutes, so the time goes into reviewing and refining the deck rather than assembling it.
For a rep or CSM carrying a book of accounts, that difference compounds. Preparing four QBRs a quarter by hand is the better part of a working day in slide assembly alone. Running each account call through the Flow as it happens means the review is half-built before the team sits down to prepare it, and the structure stays consistent from account to account.
The deck runs about nine slides: a title slide, the account situation, the account's goals, a ranked list of pain points, your positioning and the differentiator that landed, the proposed plan, the commercials, a competitive-risk slide with mitigation, and a next-steps table with owners and dates.
The ranked pain points matter most. Rather than a flat list, the Flow orders them by what the account emphasized on the call, so the review opens on what the stakeholders actually care about. The positioning slide leads with the one differentiator that got a reaction in the room, not a generic value prop.
Every slide is grounded in the call. The next-steps table carries the specific actions agreed, with an owner and a date against each, so the QBR ends on accountability rather than a vague promise to follow up.
Juma needs the call. Connect Fathom and it pulls your most recent account recording, or paste the transcript straight into chat. That single input is enough to produce the full deck. Adding a Project with account context makes each review sharper, but it is optional.
With Fathom connected, the recording and transcript come in automatically, so there is no export or copy-paste step. Name the account or the call if your Fathom holds several, and Juma pulls the right one.
For deeper context, set up a Project for the account with the brief, your positioning, and past reviews. The Flow reads from it so the deck opens with the full relationship, not a cold read of one conversation.
The Flow drafts the structure and grounds every point in the call, and judgment stays with the team. Strategy, taste, and judgment stay human: which risks to foreground, how hard to push on expansion, and what to leave out are calls only the account owner should make. Human review on every deck.
Writing a QBR from memory and scattered notes tends to drift toward what the rep remembers rather than what the account said. Building from the transcript keeps the review anchored to the actual conversation, which is what makes it credible when a stakeholder questions a point.
The team still owns the story. The Flow assembles a grounded first draft in minutes; the rep or CSM shapes the emphasis, corrects anything the first pass inferred, and decides what the account needs to hear. Juma augments the team, it doesn't replace it.
Yes. Point it at the same call and ask for renewal prep, and the review reframes around where the account stands, the risks to the renewal, and the case for expansion. Ask it to pull a quarter of calls, and it rolls them into one account-review deck.
The renewal framing shifts the emphasis from a status update to a decision: what the account still needs, what could put the renewal at risk, and where there is room to grow the relationship, each backed by something they said on a call.
The quarter roll-up reads the arc across every call, showing what progressed, what stalled, and what is still open. For teams running reviews across a book of accounts, that turns a pile of call recaps into a single, consistent review deck per account.
Connect the client's Google Ads, Meta Ads, and GA4 accounts, name the period, and get a branded multi-channel report with scorecards, benchmark context, and a prioritised action plan.
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