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Zhongwei Li
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---
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.
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