success-planning-framework | account-management | ClaudePluginHub

Skill

Community

success-planning-framework

From account-management

31

Description

Use to structure collaborative success plans with milestones, KPIs, and governance.

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

assets/success_plan_canvas.md

Skill Content

Success Planning Framework Skill

When to Use

Kicking off strategic accounts, renewals, or large expansions.
Preparing QBR/EBR sessions that require clear impact narratives.
Aligning internal and customer stakeholders on joint execution plans.

Framework

Objective Definition – document customer outcomes, KPIs, and time horizons.
Milestone Architecture – break objectives into measurable milestones with owners.
Governance Layer – set review cadence, communication channels, and escalation triggers.
Proof & Assets – link data, case studies, product roadmap elements required per milestone.
Measurement & Feedback – capture progress, blockers, and new opportunities each cycle.

Templates

Success Plan Canvas: See assets/success_plan_canvas.md for objectives and milestones.
Success plan table (objective, milestone, KPI, owner, due date).
Governance charter outline (cadence, audience, agenda, inputs).
Risk/action log with status + accountability.

Tips

Keep milestones customer-value focused before internal metrics.
Co-create live with stakeholders to drive commitment.
Pair with account-health-framework outputs to keep signals current.

Links

GitHub Stats

7 forks

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