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commands/build-success-plan.md
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commands/build-success-plan.md
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---
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name: build-success-plan
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description: Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.
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usage: /account-management:build-success-plan --account "Acme Corp" --horizon 2q --include-expansion true
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---
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# Command: build-success-plan
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## Inputs
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- **account** – customer/account name or ID.
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- **horizon** – time window (quarter, 2q, year).
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- **include-expansion** – true/false to automatically layer in upsell plays.
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- **stakeholders** – optional list of customer/internal execs to highlight.
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- **metrics** – optional KPIs to emphasize (time-to-value, adoption, ROI, NPS).
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## Workflow
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1. **Context Intake** – pull objectives, usage, sentiment, open projects, and exec notes.
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2. **Milestone Drafting** – translate objectives into measurable milestones with KPIs + owners.
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3. **Play Attach** – recommend adoption, expansion, or advocacy plays aligned to milestones.
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4. **Governance Design** – set review cadence, communication plan, and escalation paths.
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5. **Packaging** – output plan doc + QBR-ready summary.
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## Outputs
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- Joint success plan with objectives, milestones, KPIs, owners, timelines.
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- Governance checklist (cadence, meetings, communication).
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- Expansion opportunities mapped to milestones.
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## Agent/Skill Invocations
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- `success-planner` – facilitates design + alignment.
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- `relationship-director` – ensures executive engagement and narratives.
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- `account-health-analyst` – injects health metrics and signals.
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- `success-planning-framework` skill – provides templates + rubric.
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- `expansion-playbook` skill – surfaces upsell/cross-sell motions.
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---
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commands/plan-qbr.md
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commands/plan-qbr.md
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---
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name: plan-qbr
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description: Generates an executive-ready QBR/EBR agenda with data narratives, proof points, and follow-up actions.
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usage: /account-management:plan-qbr --account "Acme Corp" --tier strategic --date 2026-01-20 --theme "value realization"
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---
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# Command: plan-qbr
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## Inputs
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- **account** – required account name or ID.
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- **tier** – customer tier (strategic, growth, scale).
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- **date** – meeting date to anchor timeline.
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- **theme** – optional focus area (value, roadmap, expansion, executive alignment).
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- **attendees** – optional list of customer/internal roles.
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## Workflow
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1. **Signal Compilation** – pull KPIs, adoption, sentiment, roadmap updates, commitments.
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2. **Narrative Structuring** – outline wins, impact, and upcoming milestones.
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3. **Agenda Draft** – sequence intro, metrics, customer speakers, roadmap, decisions.
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4. **Materials Prep** – assemble decks, dashboards, demo assets, FAQs.
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5. **Follow-up Plan** – pre-fill action tracker, owners, and deadlines.
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## Outputs
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- QBR/EBR agenda with timing, speakers, objectives.
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- Narrative brief (wins, KPIs, roadmap, asks).
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- Action tracker template pre-populated with expected decisions.
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## Agent/Skill Invocations
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- `relationship-director` – curates executive messaging.
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- `success-planner` – aligns agenda to success plan milestones.
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- `account-health-analyst` – supplies data + insights.
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- `exec-briefing` skill – ensures narrative structure + proof points.
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- `expansion-playbook` skill – tags upsell motions for discussion.
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---
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commands/run-account-review.md
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commands/run-account-review.md
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---
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name: run-account-review
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description: Produces a structured account review packet with health signals, risks, and expansion plays.
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usage: /account-management:run-account-review --segment strategic --window quarter --include-advocacy true
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---
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# Command: run-account-review
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## Inputs
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- **segment** – filter accounts by tier/region/vertical.
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- **window** – time range to analyze (month, quarter, rolling-120d).
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- **include-advocacy** – true/false to highlight reference potential.
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- **filters** – optional criteria (product, ARR band, health score).
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- **detail** – summary | deep-dive to control report depth.
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## Workflow
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1. **Data Pull** – aggregate adoption, support, sentiment, commercial data, exec engagement, and commitments.
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2. **Health & Opportunity Scoring** – update risk/opportunity indices plus advocacy readiness.
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3. **Insight Narrative** – summarize key wins, issues, blockers, and expansion ideas per account.
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4. **Action Mapping** – assign plays, owners, and deadlines (success plan updates, exec outreach, reference asks).
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5. **Distribution** – generate decks/dashboards for CS leadership and account teams.
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## Outputs
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- Account review packet (table + narrative per account).
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- Risk/opportunity tracker with recommended plays.
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- Advocacy shortlist with next steps if enabled.
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## Agent/Skill Invocations
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- `account-health-analyst` – runs data + scoring.
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- `relationship-director` – reviews exec narratives + escalations.
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- `success-planner` – aligns updates to plan milestones.
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- `account-health-framework` skill – scoring rubric + thresholds.
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- `expansion-playbook` skill – suggests plays + advocacy ideas.
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---
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