Enterprise pursuit orchestration with value, procurement, and governance workflows
Installation
npx claude-plugins install @gtmagents/gtm-agents/enterprise-sales
Contents
Folders: agents, commands, skills
Included Skills
This plugin includes 5 skill definitions:
cxo-briefing-kit
Use to package concise executive updates, decks, and decision logs for
View skill definition
CXO Briefing Kit Skill
When to Use
- Preparing executive sponsor briefings ahead of milestone meetings.
- Summarizing pursuit status for CRO, COO, CFO, or CEO stakeholders.
- Logging decisions, risks, and asks after executive reviews.
Framework
- Audience Snapshot – note executive priorities, role, and preferred format.
- Headline & Status – articulate deal stage, confidence, and key wins/risks.
- Value Story – highlight quantified impact + proof tied to executive objectives.
- Decision & Ask – specify approvals, resources, or unblockers required.
- Action & Follow-up – capture owners, due dates, and communication plan.
Templates
- One-slide exec update (headline, metrics, risks, asks).
- Briefing memo outline with context, status, decisions, next steps.
- Decision log sheet with timestamp, owner, outcome.
Tips
- Keep main slide under 150 words; push detail to appendix.
- Tailor numbers to executive KPIs (margin, risk, innovation, customer impact).
- Pair with
pursuit-governanceto keep cadences consistent.
procurement-playbook
Use to manage legal, security, and procurement workflows for complex
View skill definition
Procurement Playbook Skill
When to Use
- Enterprise deals entering security/privacy review or contract negotiation.
- RFP/RFI responses requiring coordinated SME input.
- Situations with heavy exception requests, custom terms, or compliance evidence.
Framework
- Requirement Intake – capture questionnaires, policy docs, and mandatory deliverables.
- Workstream Mapping – assign internal SMEs (legal, security, privacy, finance) with timelines.
- Evidence Library – maintain templates for SOC2, penetration tests, insurance, data flows, DPIA.
- Exception Management – document asks, approvals, fallback positions, and decision owners.
- Closeout – log final concessions, expirations, and follow-up obligations.
Templates
- Procurement workback plan (deliverable, owner, due date, status).
- Security questionnaire index with sourcing notes.
- Exception request log with approval layers.
Tips
- Keep source-of-truth links updated; expired certifications stall reviews.
- Coordinate with
cxo-briefing-kitfor executive escalations. - Pair with
risk-registerto surface procurement blockers early.
pursuit-governance
Use to set cadences, decision logs, and escalation paths for enterprise
View skill definition
Pursuit Governance Playbook Skill
When to Use
- Launching complex pursuits with multiple internal workstreams.
- Preparing executive steering updates for strategic deals.
- Standardizing standups, decision logs, and risk reviews across regions.
Framework
- Cadence Matrix – define daily standups, weekly exec reviews, and async updates per workstream.
- Decision Log – capture requests, approvals, and rationale with timestamps and owners.
- Escalation Paths – map issue severity to escalation channels (CRO, legal, product, finance).
- Communication Kit – templates for updates, dashboards, and summaries.
- Retrospective Loop – schedule debriefs and feed insights back into playbooks.
Templates
- Pursuit governance calendar.
- Decision log sheet (request, owner, status, timestamp).
- Escalation matrix with contacts and SLAs.
Tips
- Keep cadences lightweight; combine workstreams where possible to avoid meeting overload.
- Use a shared workspace (Notion, Asana, Sheets) for transparency.
- Pair with
risk-registerto ensure escalations include mitigation details.
risk-register
Use to track pursuit risks, owners, mitigation steps, and escalation
View skill definition
Enterprise Risk Register Skill
When to Use
- During enterprise pursuits with multiple high-stakes dependencies.
- Preparing executive updates or steering committee reviews.
- Handing off deals between pursuit phases or regions.
Framework
- Risk Catalog – categorize by workstream (value, product, legal, security, executive, finance).
- Scoring – likelihood x impact, color-coded with thresholds for escalation.
- Mitigation Plan – define owner, action, due date, and supporting resources.
- Watchlist & Escalation – highlight items nearing deadlines or requiring CRO/exec attention.
- Retrospective – update playbooks with resolved risks + guidance.
Templates
- Risk register table (risk, category, score, owner, mitigation, status).
- Weekly summary slide for executive steering meetings.
- Escalation request form with context + proposed action.
Tips
- Keep risk statements precise (impact + trigger) to aid decision-making.
- Default to weekly updates; high-risk deals may require twice-weekly cadences.
- Align scoring with
pursuit-governanceto maintain consistent reporting.
value-story-framework
Use to craft executive-ready value narratives and ROI/TCO stories for
View skill definition
Value Story Framework Skill
When to Use
- Translating discovery insights into quantified impact stories.
- Preparing executive briefings or RFP narrative sections.
- Aligning sellers, value engineers, and finance on assumptions.
Framework
- Headline Impact – state quantified outcome (savings, revenue, risk reduction) with time horizon.
- Driver Pillars – break impact into 3-4 drivers with supporting data or benchmark references.
- Proof Layer – attach customer stories, product metrics, or analyst stats per driver.
- Execution Plan – outline phases, required resources, and success metrics.
- Decision Ask – specify commitments, timeline, and next-step expectations.
Templates
- Value narrative deck outline (headline, drivers, proof, plan, ask).
- ROI/TCO worksheet with inputs, assumptions, scenario toggles.
- Executive one-pager layout for CXO readouts.
Tips
- Keep assumptions transparent; include sensitivity +/- ranges.
- Mirror customer language from discovery to reinforce credibility.
- Pair with
cxo-briefing-kitto ensure outputs land with each stakeholder.