Use to craft concise executive updates, agendas, and follow-up logs for
View on GitHubgtmagents/gtm-agents
account-management
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/account-management/skills/exec-briefing/SKILL.md -a claude-code --skill exec-briefingInstallation paths:
.claude/skills/exec-briefing/# Executive Briefing Kit Skill ## When to Use - Preparing QBR/EBR agendas that include executive stakeholders. - Summarizing account impact stories for CRO/CEO/CTO readouts. - Documenting commitments and follow-ups after executive meetings. ## Framework 1. **Audience Lens** – capture what each executive cares about (business outcomes, risk, roadmap, financial impact). 2. **Narrative Structure** – headline, metrics, proof, decisions/asks, next steps. 3. **Visual Layer** – standardized slides/one-pagers with consistent KPIs and color coding. 4. **Decision Log** – track approvals, risks, and owners for follow-ups. 5. **Distribution Plan** – define recipients, timing, and archival location. ## Templates - **Briefing Doc**: See `templates/briefing_doc.md` for agenda and summary structure. - **Executive summary slide** (headline, impact, next action). - **Meeting brief** (objectives, attendees, agenda, prep requirements). - Decision log table with owners and deadlines. ## Tips - Keep top section under 150 words; move detail to appendix. - Pair with `success-planning-framework` to ensure talking points align to milestones. - Send recap within 24 hours to reinforce commitments. ---