/board-readiness-kit
Narrative and artifact system for preparing SaaS board/investor updates.
$ npx -y skills add gtmagents/gtm-agents --skill board-readiness-kit --agent claude-codeHow it fires
How this skill gets triggered: by you, by Claude, or both.
- Fires itselfAuto-invocation. Claude auto-loads it when your prompt matches the work.Auto-invocation is when the right skill fires by itself at the right moment, driven by a FLOW.md router and a hook, instead of you invoking it by name. It is the difference between a skill being installed and a skill actually getting used.Read the full definition →
- You can call itInvoke it directly when you want it.
- Slash command
/board-readiness-kit
Context preview
The summary Claude sees to decide when to auto-load this skill.
Narrative and artifact system for preparing SaaS board/investor updates.
SKILL.md
board-readiness-kit.SKILL.mdname: board-readiness-kit description: Narrative and artifact system for preparing SaaS board/investor updates.
Board Readiness Kit Skill
When to Use
- Drafting quarterly board/investor updates linked to GTM + product metrics.
- Equipping execs with consistent KPI stories, risks, and asks.
- Coordinating cross-functional data pulls for diligence requests.
Framework
1. **Story Spine** – headline, KPI movement, driver analysis, implication, ask. 2. **Metric Stack** – ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity. 3. **Evidence Locker** – telemetry charts, customer wins/losses, pipeline snapshots, product launch stats. 4. **Action Register** – funding requests, hiring plans, roadmap trade-offs, go/no-go decisions. 5. **Distribution Plan** – deck/memo templates, Q&A prep, and follow-up tracker.
Templates
- **Board Deck Outline**: See `templates/board_deck_outline.md` for slide structure.
- **Memo template** for async updates.
- **Decision log sheet** capturing approvals, blockers, and owners.
Tips
- Keep slide copy concise; push deep dives to appendix or data room.
- Pre-wire risk sections with mitigation steps to build confidence.
- Pair with `prepare-board-readout` for automation + data pulls.
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Free AI automation for sales, marketing, and growth teams. No coding required.
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