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exec-briefing-kit

Template for packaging revenue analytics into concise exec/board narratives.

Stars
259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--exec-briefing-kit
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/revenue-analytics/skills/exec-briefing-kit/SKILL.md -o .claude/skills/exec-briefing-kit.md

Drops the SKILL.md into .claude/skills/exec-briefing-kit.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 weekly/monthly revenue readouts for ELT/board.
  • Translating dense analytics into concise decisions, asks, and risks.
  • Coordinating cross-functional follow-ups post-briefing.

Framework

  1. Story Spine – headline, context, signal, implication, action.
  2. Metric Snapshot – top KPIs with delta vs target, YoY, and confidence band.
  3. Focus Risks/Opps – highlight 3 blockers/opportunities with owners.
  4. Decision Log – capture exec decisions, escalations, and follow-ups.
  5. Comms Pack – create slides/memo + Slack/email summary for broader teams.

Templates

  • 3-slide deck outline (headline, KPI spine, action plan).
  • Memo template with summary → insights → actions.
  • Decision/action log sheet with owner, due date, status.

Tips

  • Lead with actions/asks; park methodology in appendix.
  • Include guardrail status inline so execs can quickly assess risk.
  • Pair with revenue-health-dashboard for visuals and command outputs for deep dives.