exec-briefing | account-management | ClaudePluginHub

Skill

Community

exec-briefing

From account-management

31

Description

Use to craft concise executive updates, agendas, and follow-up logs for QBR/EBR sessions.

Install

1

Add the repository(one-time)

$

/plugin marketplace add gtmagents/gtm-agents

2

Install the plugin

$

/plugin install account-management@gtm-agents

Tool Access

This skill inherits all available tools. When active, it can use any tool Claude has access to.

Supporting Assets

View in Repository

templates/briefing_doc.md

Skill Content

Executive Briefing Kit Skill

When to Use

Preparing QBR/EBR agendas that include executive stakeholders.
Summarizing account impact stories for CRO/CEO/CTO readouts.
Documenting commitments and follow-ups after executive meetings.

Framework

Audience Lens – capture what each executive cares about (business outcomes, risk, roadmap, financial impact).
Narrative Structure – headline, metrics, proof, decisions/asks, next steps.
Visual Layer – standardized slides/one-pagers with consistent KPIs and color coding.
Decision Log – track approvals, risks, and owners for follow-ups.
Distribution Plan – define recipients, timing, and archival location.

Templates

Briefing Doc: See templates/briefing_doc.md for agenda and summary structure.
Executive summary slide (headline, impact, next action).
Meeting brief (objectives, attendees, agenda, prep requirements).
Decision log table with owners and deadlines.

Tips

Keep top section under 150 words; move detail to appendix.
Pair with success-planning-framework to ensure talking points align to milestones.
Send recap within 24 hours to reinforce commitments.

Links

GitHub Stats

7 forks

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