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skills/account-health-framework/SKILL.md

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+---
+name: account-health-framework
+description: Use to score accounts, flag risks, and standardize remediation triggers.
+---
+
+# Account Health Framework Skill
+
+## When to Use
+- Building dashboards or scorecards for CS/account management reviews.
+- Triggering proactive outreach based on usage, sentiment, or commercial shifts.
+- Aligning leadership on what defines green/yellow/red customers.
+
+## Framework
+1. **Signal Library** – define categories (product usage, support, sentiment, executive alignment, commercial).
+2. **Weighting & Thresholds** – assign weights and thresholds per segment/tier.
+3. **Automation Hooks** – map scores to alerts, workflows, and CRM fields.
+4. **Play Mapping** – connect each tier to recommended plays and owners.
+5. **Review Cadence** – set refresh frequency, calibration sessions, and feedback loops.
+
+## Templates
+- **Health Scorecard**: See `assets/health_scorecard.md` for calculation and components.
+- **Risk/opportunity matrix** with recommended plays.
+- **Alert + workflow checklist** for RevOps.
+
+## Tips
+- Tune weights by segment to avoid false positives.
+- Include qualitative inputs (exec sentiment, champion strength) to supplement data.
+- Audit data sources quarterly to maintain trust in the score.
+
+---

skills/exec-briefing/SKILL.md

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+---
+name: exec-briefing
+description: Use to craft concise executive updates, agendas, and follow-up logs for
+  QBR/EBR sessions.
+---
+
+# Executive Briefing Kit Skill
+
+## When to Use
+- Preparing QBR/EBR agendas that include executive stakeholders.
+- Summarizing account impact stories for CRO/CEO/CTO readouts.
+- Documenting commitments and follow-ups after executive meetings.
+
+## Framework
+1. **Audience Lens** – capture what each executive cares about (business outcomes, risk, roadmap, financial impact).
+2. **Narrative Structure** – headline, metrics, proof, decisions/asks, next steps.
+3. **Visual Layer** – standardized slides/one-pagers with consistent KPIs and color coding.
+4. **Decision Log** – track approvals, risks, and owners for follow-ups.
+5. **Distribution Plan** – define recipients, timing, and archival location.
+
+## Templates
+- **Briefing Doc**: See `templates/briefing_doc.md` for agenda and summary structure.
+- **Executive summary slide** (headline, impact, next action).
+- **Meeting brief** (objectives, attendees, agenda, prep requirements).
+- Decision log table with owners and deadlines.
+
+## Tips
+- Keep top section under 150 words; move detail to appendix.
+- Pair with `success-planning-framework` to ensure talking points align to milestones.
+- Send recap within 24 hours to reinforce commitments.
+
+---

skills/expansion-playbook/SKILL.md

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+---
+name: expansion-playbook
+description: Use to package upsell, cross-sell, and advocacy motions tied to customer
+  outcomes.
+---
+
+# Expansion Playbook Library Skill
+
+## When to Use
+- Preparing QBRs/EBRs where growth plays should be highlighted.
+- Running account reviews to recommend upsell/cross-sell motions.
+- Equipping AEs/CSMs with talk tracks and proof aligned to success milestones.
+
+## Framework
+1. **Trigger Mapping** – link product usage, milestone completion, or executive asks to specific plays.
+2. **Value Narrative** – outline business impact, ROI proof, and reference customers per play.
+3. **Commercial Guardrails** – specify packaging, pricing, approvals, and compensation cues.
+4. **Enablement Kit** – include decks, ROI calculators, success stories, and objection handling.
+5. **Measurement** – track attach rate, win rate, and cycle time for each play.
+
+## Templates
+- Play card (trigger, narrative, assets, owners, KPIs).
+- Executive talking points for expansion proposals.
+- Post-play follow-up checklist with success metrics.
+
+## Tips
+- Keep plays prioritized (top 3 per segment) to avoid overwhelm.
+- Pair with `account-health-framework` to time plays when risk is low.
+- Capture learnings after each motion to refine triggers + messaging.
+
+---

skills/success-planning-framework/SKILL.md

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+---
+name: success-planning-framework
+description: Use to structure collaborative success plans with milestones, KPIs, and
+  governance.
+---
+
+# Success Planning Framework Skill
+
+## When to Use
+- Kicking off strategic accounts, renewals, or large expansions.
+- Preparing QBR/EBR sessions that require clear impact narratives.
+- Aligning internal and customer stakeholders on joint execution plans.
+
+## Framework
+1. **Objective Definition** – document customer outcomes, KPIs, and time horizons.
+2. **Milestone Architecture** – break objectives into measurable milestones with owners.
+3. **Governance Layer** – set review cadence, communication channels, and escalation triggers.
+4. **Proof & Assets** – link data, case studies, product roadmap elements required per milestone.
+5. **Measurement & Feedback** – capture progress, blockers, and new opportunities each cycle.
+
+## Templates
+- **Success Plan Canvas**: See `assets/success_plan_canvas.md` for objectives and milestones.
+- **Success plan table** (objective, milestone, KPI, owner, due date).
+- **Governance charter outline** (cadence, audience, agenda, inputs).
+- Risk/action log with status + accountability.
+
+## Tips
+- Keep milestones customer-value focused before internal metrics.
+- Co-create live with stakeholders to drive commitment.
+- Pair with `account-health-framework` outputs to keep signals current.
+
+---