Initial commit

This commit is contained in:
Zhongwei Li
2025-11-29 18:29:41 +08:00
commit bf8efe5ead
13 changed files with 426 additions and 0 deletions

View File

@@ -0,0 +1,35 @@
---
name: build-success-plan
description: Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.
usage: /account-management:build-success-plan --account "Acme Corp" --horizon 2q --include-expansion true
---
# Command: build-success-plan
## Inputs
- **account** customer/account name or ID.
- **horizon** time window (quarter, 2q, year).
- **include-expansion** true/false to automatically layer in upsell plays.
- **stakeholders** optional list of customer/internal execs to highlight.
- **metrics** optional KPIs to emphasize (time-to-value, adoption, ROI, NPS).
## Workflow
1. **Context Intake** pull objectives, usage, sentiment, open projects, and exec notes.
2. **Milestone Drafting** translate objectives into measurable milestones with KPIs + owners.
3. **Play Attach** recommend adoption, expansion, or advocacy plays aligned to milestones.
4. **Governance Design** set review cadence, communication plan, and escalation paths.
5. **Packaging** output plan doc + QBR-ready summary.
## Outputs
- Joint success plan with objectives, milestones, KPIs, owners, timelines.
- Governance checklist (cadence, meetings, communication).
- Expansion opportunities mapped to milestones.
## Agent/Skill Invocations
- `success-planner` facilitates design + alignment.
- `relationship-director` ensures executive engagement and narratives.
- `account-health-analyst` injects health metrics and signals.
- `success-planning-framework` skill provides templates + rubric.
- `expansion-playbook` skill surfaces upsell/cross-sell motions.
---

35
commands/plan-qbr.md Normal file
View File

@@ -0,0 +1,35 @@
---
name: plan-qbr
description: Generates an executive-ready QBR/EBR agenda with data narratives, proof points, and follow-up actions.
usage: /account-management:plan-qbr --account "Acme Corp" --tier strategic --date 2026-01-20 --theme "value realization"
---
# Command: plan-qbr
## Inputs
- **account** required account name or ID.
- **tier** customer tier (strategic, growth, scale).
- **date** meeting date to anchor timeline.
- **theme** optional focus area (value, roadmap, expansion, executive alignment).
- **attendees** optional list of customer/internal roles.
## Workflow
1. **Signal Compilation** pull KPIs, adoption, sentiment, roadmap updates, commitments.
2. **Narrative Structuring** outline wins, impact, and upcoming milestones.
3. **Agenda Draft** sequence intro, metrics, customer speakers, roadmap, decisions.
4. **Materials Prep** assemble decks, dashboards, demo assets, FAQs.
5. **Follow-up Plan** pre-fill action tracker, owners, and deadlines.
## Outputs
- QBR/EBR agenda with timing, speakers, objectives.
- Narrative brief (wins, KPIs, roadmap, asks).
- Action tracker template pre-populated with expected decisions.
## Agent/Skill Invocations
- `relationship-director` curates executive messaging.
- `success-planner` aligns agenda to success plan milestones.
- `account-health-analyst` supplies data + insights.
- `exec-briefing` skill ensures narrative structure + proof points.
- `expansion-playbook` skill tags upsell motions for discussion.
---

View File

@@ -0,0 +1,35 @@
---
name: run-account-review
description: Produces a structured account review packet with health signals, risks, and expansion plays.
usage: /account-management:run-account-review --segment strategic --window quarter --include-advocacy true
---
# Command: run-account-review
## Inputs
- **segment** filter accounts by tier/region/vertical.
- **window** time range to analyze (month, quarter, rolling-120d).
- **include-advocacy** true/false to highlight reference potential.
- **filters** optional criteria (product, ARR band, health score).
- **detail** summary | deep-dive to control report depth.
## Workflow
1. **Data Pull** aggregate adoption, support, sentiment, commercial data, exec engagement, and commitments.
2. **Health & Opportunity Scoring** update risk/opportunity indices plus advocacy readiness.
3. **Insight Narrative** summarize key wins, issues, blockers, and expansion ideas per account.
4. **Action Mapping** assign plays, owners, and deadlines (success plan updates, exec outreach, reference asks).
5. **Distribution** generate decks/dashboards for CS leadership and account teams.
## Outputs
- Account review packet (table + narrative per account).
- Risk/opportunity tracker with recommended plays.
- Advocacy shortlist with next steps if enabled.
## Agent/Skill Invocations
- `account-health-analyst` runs data + scoring.
- `relationship-director` reviews exec narratives + escalations.
- `success-planner` aligns updates to plan milestones.
- `account-health-framework` skill scoring rubric + thresholds.
- `expansion-playbook` skill suggests plays + advocacy ideas.
---