Table of content
Account management toolkit for success plans, QBRs, and expansions
Installation
npx claude-plugins install @gtmagents/gtm-agents/account-management
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 4 skill definitions:
account-health-framework
Use to score accounts, flag risks, and standardize remediation triggers.
View skill definition
Account Health Framework Skill
When to Use
- Building dashboards or scorecards for CS/account management reviews.
- Triggering proactive outreach based on usage, sentiment, or commercial shifts.
- Aligning leadership on what defines green/yellow/red customers.
Framework
- Signal Library – define categories (product usage, support, sentiment, executive alignment, commercial).
- Weighting & Thresholds – assign weights and thresholds per segment/tier.
- Automation Hooks – map scores to alerts, workflows, and CRM fields.
- Play Mapping – connect each tier to recommended plays and owners.
- Review Cadence – set refresh frequency, calibration sessions, and feedback loops.
Templates
- Health Scorecard: See
assets/health_scorecard.mdfor calculation and components. - Risk/opportunity matrix with recommended plays.
- Alert + workflow checklist for RevOps.
Tips
- Tune weights by segment to avoid false positives.
- Include qualitative inputs (exec sentiment, champion strength) to supplement data.
- Audit data sources quarterly to maintain trust in the score.
exec-briefing
Use to craft concise executive updates, agendas, and follow-up logs for
View skill definition
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.
expansion-playbook
Use to package upsell, cross-sell, and advocacy motions tied to customer
View skill definition
Expansion Playbook Library Skill
When to Use
- Preparing QBRs/EBRs where growth plays should be highlighted.
- Running account reviews to recommend upsell/cross-sell motions.
- Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.
Framework
- Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
- Value Narrative – outline business impact, ROI proof, and reference customers per play.
- Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
- Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
- Measurement – track attach rate, win rate, and cycle time for each play.
Templates
- Play card (trigger, narrative, assets, owners, KPIs).
- Executive talking points for expansion proposals.
- Post-play follow-up checklist with success metrics.
Tips
- Keep plays prioritized (top 3 per segment) to avoid overwhelm.
- Pair with
account-health-frameworkto time plays when risk is low. - Capture learnings after each motion to refine triggers + messaging.
success-planning-framework
Use to structure collaborative success plans with milestones, KPIs, and
View skill definition
Success Planning Framework Skill
When to Use
- Kicking off strategic accounts, renewals, or large expansions.
- Preparing QBR/EBR sessions that require clear impact narratives.
- Aligning internal and customer stakeholders on joint execution plans.
Framework
- Objective Definition – document customer outcomes, KPIs, and time horizons.
- Milestone Architecture – break objectives into measurable milestones with owners.
- Governance Layer – set review cadence, communication channels, and escalation triggers.
- Proof & Assets – link data, case studies, product roadmap elements required per milestone.
- Measurement & Feedback – capture progress, blockers, and new opportunities each cycle.
Templates
- Success Plan Canvas: See
assets/success_plan_canvas.mdfor objectives and milestones. - Success plan table (objective, milestone, KPI, owner, due date).
- Governance charter outline (cadence, audience, agenda, inputs).
- Risk/action log with status + accountability.
Tips
- Keep milestones customer-value focused before internal metrics.
- Co-create live with stakeholders to drive commitment.
- Pair with
account-health-frameworkoutputs to keep signals current.