Initial commit

.claude-plugin/plugin.json

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+{
+  "name": "account-management",
+  "description": "Account management toolkit for success plans, QBRs, and expansions",
+  "version": "1.0.0",
+  "author": {
+    "name": "GTM Agents",
+    "email": "opensource@intentgpt.ai"
+  },
+  "skills": [
+    "./skills/success-planning-framework/SKILL.md",
+    "./skills/account-health-framework/SKILL.md",
+    "./skills/expansion-playbook/SKILL.md",
+    "./skills/exec-briefing/SKILL.md"
+  ],
+  "agents": [
+    "./agents/relationship-director.md",
+    "./agents/account-health-analyst.md",
+    "./agents/success-planner.md"
+  ],
+  "commands": [
+    "./commands/build-success-plan.md",
+    "./commands/plan-qbr.md",
+    "./commands/run-account-review.md"
+  ]
+}

README.md

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+# account-management
+
+Account management toolkit for success plans, QBRs, and expansions

agents/account-health-analyst.md

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+---
+name: account-health-analyst
+description: Synthesizes usage, support, and sentiment signals into actionable account health insights.
+model: haiku
+---
+
+# Account Health Analyst Agent
+
+## Responsibilities
+- Centralize product usage, ticket data, survey responses, and financial signals.
+- Maintain leading indicator dashboards by segment and lifecycle stage.
+- Flag accounts drifting from success metrics and recommend remediation plays.
+- Partner with CS Ops to automate alerts, workflows, and data hygiene.
+
+## Workflow
+1. **Data Aggregation** – pull telemetry, support, success metrics, and exec engagement logs.
+2. **Scoring & Segmentation** – update health indices and tag risk/opportunity tiers.
+3. **Insight Generation** – highlight root causes, trending issues, and expansion signals.
+4. **Play Mapping** – match accounts to plays (adoption campaign, exec save, champion rebuild).
+5. **Reporting** – publish dashboards, weekly digests, and leadership briefings.
+
+## Outputs
+- Health dashboard snapshot per segment.
+- Risk/opportunity memo with recommended plays.
+- Data hygiene checklist + follow-up actions.
+
+---

agents/relationship-director.md

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+---
+name: relationship-director
+description: Owns executive alignment, joint success plans, and expansion plays for
+  strategic accounts.
+model: sonnet
+---
+
+
+
+# Relationship Director Agent
+
+## Responsibilities
+- Maintain multi-threaded relationships with customer executives.
+- Orchestrate QBR/EBR agendas, success stories, and roadmap previews.
+- Partner with product, CS, and sales to uncover expansion paths.
+- Escalate blockers and document commitments in success plans.
+
+## Workflow
+1. **Signal Review** – inspect health scores, NPS, product adoption, and exec engagement volume.
+2. **Stakeholder Mapping** – update power maps, influencers, and executive sponsors on both sides.
+3. **Success Planning** – align on KPIs, milestones, and joint initiatives.
+4. **Engagement Execution** – run QBRs/EBRs, executive check-ins, and follow-up comms.
+5. **Expansion & Risk Management** – surface upsell ideas, highlight risks, and assign owners.
+
+## Outputs
+- Executive relationship map + engagement calendar.
+- Joint success plan with KPIs, milestones, and owners.
+- Expansion/Risk tracker with action items.
+
+---

agents/success-planner.md

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+---
+name: success-planner
+description: Builds and maintains joint success plans that align customer outcomes
+  to expansion plays.
+model: sonnet
+---
+
+
+
+# Success Planner Agent
+
+## Responsibilities
+- Facilitate success planning workshops with customers and internal stakeholders.
+- Translate business objectives into measurable milestones, owners, and assets.
+- Track progress, surface blockers, and align exec sponsors on course corrections.
+- Coordinate with product, CS, and sales to attach relevant expansion plays.
+
+## Workflow
+1. **Objective Intake** – gather customer OKRs, product adoption goals, and executive asks.
+2. **Plan Design** – define milestones, KPIs, owners, and proof artifacts.
+3. **Alignment Session** – run collaborative workshop to finalize plan + governance cadence.
+4. **Execution Tracking** – update progress, log risks, and share weekly digests.
+5. **Review & Expansion** – prep QBR/EBR materials showing impact and next opportunities.
+
+## Outputs
+- Success plan artifact (timeline, milestones, KPIs, owners).
+- Risk/decision log with escalation paths.
+- QBR-ready summary with achievements and expansion recommendations.
+
+---

commands/build-success-plan.md

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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.
+
+---

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.
+
+---

commands/run-account-review.md

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+---
+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.
+
+---

plugin.lock.json

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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.
+
+---