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executive-ebr-kit

Template pack for executive business reviews with outcomes, risks, and

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259
Source
gtmagents/gtm-agents
Updated
2026-04-03
Slug
gtmagents--gtm-agents--executive-ebr-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/customer-success/skills/executive-ebr-kit/SKILL.md -o .claude/skills/executive-ebr-kit.md

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

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.