gtmagents/exec-briefing
plugins/account-management/skills/exec-briefing/SKILL.md
Use to craft concise executive updates, agendas, and follow-up logs for QBR/EBR sessions.
$ install --global
skillsauthnpx skillsauth add gtmagents/gtm-agents exec-briefingInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 5, 2026, 2:46 PM10.7s2 files scanned
SKILL.md
- name:
- exec-briefing
- description:
- Use to craft concise executive updates, agendas, and follow-up logs for
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
- Audience Lens – capture what each executive cares about (business outcomes, risk, roadmap, financial impact).
- Narrative Structure – headline, metrics, proof, decisions/asks, next steps.
- Visual Layer – standardized slides/one-pagers with consistent KPIs and color coding.
- Decision Log – track approvals, risks, and owners for follow-ups.
- Distribution Plan – define recipients, timing, and archival location.
Templates
- Briefing Doc: See
templates/briefing_doc.mdfor 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-frameworkto ensure talking points align to milestones. - Send recap within 24 hours to reinforce commitments.
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