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commands/plan-qbr.md

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+---
+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.
+
+---