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Generalgtmagents

exec-briefing

Use to craft concise executive updates, agendas, and follow-up logs for

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--exec-briefing
View on GitHubRaw SKILL.md

// install — copy + paste into any project

mkdir -p .claude/skills && curl -fsSL https://raw.githubusercontent.com/gtmagents/gtm-agents/HEAD/plugins/account-management/skills/exec-briefing/SKILL.md -o .claude/skills/exec-briefing.md

Drops the SKILL.md into .claude/skills/exec-briefing.md. Works with Claude Code, Cursor, and any agent that loads SKILL.md files from .claude/skills/.

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.