/build-success-plan
Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.
$ npx -y skills add gtmagents/gtm-agents --agent claude-codeHow it fires
How this command gets triggered: by you, by Claude, or both.
- Fires itselfClaude auto-loads it when your prompt matches the work.
- You can call itInvoke it directly when you want it.
- Slash command
/build-success-plan
Context preview
What this command does when you run it.
Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.
Command definition
build-success-plan.mdname: build-success-plan
description: Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.
usage: /account-management:build-success-plan --account "Acme Corp" --horizon 2q --include-expansion true
Command: build-success-plan
Inputs
- **account** – customer/account name or ID.
- **horizon** – time window (quarter, 2q, year).
- **include-expansion** – true/false to automatically layer in upsell plays.
- **stakeholders** – optional list of customer/internal execs to highlight.
- **metrics** – optional KPIs to emphasize (time-to-value, adoption, ROI, NPS).
Workflow
1. **Context Intake** – pull objectives, usage, sentiment, open projects, and exec notes. 2. **Milestone Drafting** – translate objectives into measurable milestones with KPIs + owners. 3. **Play Attach** – recommend adoption, expansion, or advocacy plays aligned to milestones. 4. **Governance Design** – set review cadence, communication plan, and escalation paths. 5. **Packaging** – output plan doc + QBR-ready summary.
Outputs
- Joint success plan with objectives, milestones, KPIs, owners, timelines.
- Governance checklist (cadence, meetings, communication).
- Expansion opportunities mapped to milestones.
Agent/Skill Invocations
- `success-planner` – facilitates design + alignment.
- `relationship-director` – ensures executive engagement and narratives.
- `account-health-analyst` – injects health metrics and signals.
- `success-planning-framework` skill – provides templates + rubric.
- `expansion-playbook` skill – surfaces upsell/cross-sell motions.
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Read more
name: build-success-plan description: Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks. usage: /account-management:build-success-plan --account "Acme Corp" --horizon 2q --include-expansion true
Command: build-success-plan
Inputs
- **account** – customer/account name or ID.
- **horizon** – time window (quarter, 2q, year).
- **include-expansion** – true/false to automatically layer in upsell plays.
- **stakeholders** – optional list of customer/internal execs to highlight.
- **metrics** – optional KPIs to emphasize (time-to-value, adoption, ROI, NPS).
Workflow
1. **Context Intake** – pull objectives, usage, sentiment, open projects, and exec notes. 2. **Milestone Drafting** – translate objectives into measurable milestones with KPIs + owners. 3. **Play Attach** – recommend adoption, expansion, or advocacy plays aligned to milestones. 4. **Governance Design** – set review cadence, communication plan, and escalation paths. 5. **Packaging** – output plan doc + QBR-ready summary.
Outputs
- Joint success plan with objectives, milestones, KPIs, owners, timelines.
- Governance checklist (cadence, meetings, communication).
- Expansion opportunities mapped to milestones.
Agent/Skill Invocations
- `success-planner` – facilitates design + alignment.
- `relationship-director` – ensures executive engagement and narratives.
- `account-health-analyst` – injects health metrics and signals.
- `success-planning-framework` skill – provides templates + rubric.
- `expansion-playbook` skill – surfaces upsell/cross-sell motions.
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