executive-ebr-kit | customer-success | ClaudePluginHub

Skill

Community

executive-ebr-kit

From customer-success

31

Description

Template pack for executive business reviews with outcomes, risks, and asks.

Install

1

Add the repository(one-time)

$

/plugin marketplace add gtmagents/gtm-agents

2

Install the plugin

$

/plugin install customer-success@gtm-agents

Tool Access

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

Skill Content

Executive EBR Kit Skill

When to Use

Preparing quarterly/biannual executive business reviews (EBRs/QBRs).
Aligning customer exec sponsors with value realization, roadmap, and investment asks.
Creating consistent storytelling across CS leaders and account teams.

Framework

Narrative Structure – headline, impact summary, challenges, commitments, next plays.
Metric Spine – adoption, value, ROI, roadmap alignment, joint KPIs.
Risk & Opportunity – top 3 blockers + mitigations; top 3 growth bets + investment needs.
Executive Actions – decisions, approvals, introductions, or resources requested.
Follow-Up Tracker – owner, due date, status, and impact measurement.

Templates

6-slide EBR deck outline with talking points per slide.
Memo template for async EBRs.
Action/decision log sheet shared with customer + internal teams.

Tips

Lead with outcomes delivered before asking for investment or case studies.
Include joint success metrics the customer already tracks for easier alignment.
Pair with run-escalation-playbook for exec-ready updates on remediation progress.

Links

GitHub Stats

7 forks

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