Skip to content
self.md

■ SKILLS // SKILL SPECS

account-management

Account management toolkit for success plans, QBRs, and expansions

Author GTM Agents Published Updated Read 4 min
■ [!] ON THIS PAGE ▼
■ INSTALL // npx @self.md/cli install account-management
AuthorGTM Agents
Namespace@gtmagents/gtm-agents
Category#business
Version1.0.0
Stars★ 64
Downloads↓ 3
Verification[ ✓ ] self.md verified
View Source ↗

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

  1. Signal Library – define categories (product usage, support, sentiment, executive alignment, commercial).
  2. Weighting & Thresholds – assign weights and thresholds per segment/tier.
  3. Automation Hooks – map scores to alerts, workflows, and CRM fields.
  4. Play Mapping – connect each tier to recommended plays and owners.
  5. Review Cadence – set refresh frequency, calibration sessions, and feedback loops.

Templates

  • Health Scorecard: See assets/health_scorecard.md for 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

  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.

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

  1. Trigger Mapping – link product usage, milestone completion, or executive asks to specific plays.
  2. Value Narrative – outline business impact, ROI proof, and reference customers per play.
  3. Commercial Guardrails – specify packaging, pricing, approvals, and compensation cues.
  4. Enablement Kit – include decks, ROI calculators, success stories, and objection handling.
  5. 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-framework to 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

  1. Objective Definition – document customer outcomes, KPIs, and time horizons.
  2. Milestone Architecture – break objectives into measurable milestones with owners.
  3. Governance Layer – set review cadence, communication channels, and escalation triggers.
  4. Proof & Assets – link data, case studies, product roadmap elements required per milestone.
  5. Measurement & Feedback – capture progress, blockers, and new opportunities each cycle.

Templates

  • Success Plan Canvas: See assets/success_plan_canvas.md for 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-framework outputs to keep signals current.

Source

View on GitHub

[!] SKILL TAGS //
#business #account#success#expansion