/executive-ebr-kit
Template pack for executive business reviews with outcomes, risks, and
$ npx -y skills add gtmagents/gtm-agents --skill executive-ebr-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
/executive-ebr-kit
Context preview
The summary Claude sees to decide when to auto-load this skill.
Template pack for executive business reviews with outcomes, risks, and
SKILL.md
executive-ebr-kit.SKILL.mdname: executive-ebr-kit description: Template pack for executive business reviews with outcomes, risks, and asks.
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
1. **Narrative Structure** – headline, impact summary, challenges, commitments, next plays. 2. **Metric Spine** – adoption, value, ROI, roadmap alignment, joint KPIs. 3. **Risk & Opportunity** – top 3 blockers + mitigations; top 3 growth bets + investment needs. 4. **Executive Actions** – decisions, approvals, introductions, or resources requested. 5. **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.
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Free AI automation for sales, marketing, and growth teams. No coding required.
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