Template pack for executive business reviews with outcomes, risks, and
View on GitHubgtmagents/gtm-agents
customer-success
January 22, 2026
Select agents to install to:
npx add-skill https://github.com/gtmagents/gtm-agents/blob/main/plugins/customer-success/skills/executive-ebr-kit/SKILL.md -a claude-code --skill executive-ebr-kitInstallation paths:
.claude/skills/executive-ebr-kit/# 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. ---