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