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Zhongwei Li
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name: board-readiness-kit
description: Narrative and artifact system for preparing SaaS board/investor updates.
---
# Board Readiness Kit Skill
## When to Use
- Drafting quarterly board/investor updates linked to GTM + product metrics.
- Equipping execs with consistent KPI stories, risks, and asks.
- Coordinating cross-functional data pulls for diligence requests.
## Framework
1. **Story Spine** headline, KPI movement, driver analysis, implication, ask.
2. **Metric Stack** ARR, NRR, CAC payback, pipeline coverage, product activation, roadmap velocity.
3. **Evidence Locker** telemetry charts, customer wins/losses, pipeline snapshots, product launch stats.
4. **Action Register** funding requests, hiring plans, roadmap trade-offs, go/no-go decisions.
5. **Distribution Plan** deck/memo templates, Q&A prep, and follow-up tracker.
## Templates
- **Board Deck Outline**: See `templates/board_deck_outline.md` for slide structure.
- **Memo template** for async updates.
- **Decision log sheet** capturing approvals, blockers, and owners.
## Tips
- Keep slide copy concise; push deep dives to appendix or data room.
- Pre-wire risk sections with mitigation steps to build confidence.
- Pair with `prepare-board-readout` for automation + data pulls.
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name: land-adopt-expand-blueprint
description: Template for orchestrating phased motions across strategic SaaS accounts.
---
# Land-Adopt-Expand Blueprint Skill
## When to Use
- Designing success plans for enterprise SaaS accounts.
- Aligning revenue, product, and CS teams on phased adoption metrics.
- Auditing current accounts to identify expansion triggers or risks.
## Framework
1. **Stakeholder Matrix** map economic, technical, and champion roles per phase.
2. **Milestone Ladder** land (business case, pilot), adopt (activation, value proof), expand (multi-product, exec advocacy).
3. **Signal Library** telemetry + qualitative indicators that unlock stage gates.
4. **Governance Cadence** EBR/QBR schedule, exec sponsors, escalation paths.
5. **Action Playbook** recommended plays, assets, and enablement per milestone.
## Templates
- Success plan table with phases, KPIs, owners, and timelines.
- Exec summary slide for internal standups.
- Risk/mitigation log tied to each phase.
## Tips
- Tie stage gates to measurable outcomes, not just time-based milestones.
- Share blueprint with customers to co-author success plans.
- Pair with `build-land-adopt-expand-plan` for account-specific automation.
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name: usage-to-value-map
description: Method for translating product telemetry into ROI narratives and expansion
triggers.
---
# Usage-to-Value Map Skill
## When to Use
- Preparing exec readouts showing how product usage ties to business outcomes.
- Prioritizing adoption plays based on feature depth, collaboration, or workflow coverage.
- Equipping sales/CS with quantified value proof for renewal/expansion cycles.
## Framework
1. **Telemetry Layer** identify key events, feature usage, seat adoption, and integration data.
2. **Value Drivers** map telemetry to business KPIs (time saved, revenue uplift, compliance risk).
3. **Benchmarking** compare against cohort medians, champions, or best-in-class customers.
4. **Signal→Play Mapping** tie usage patterns to recommended plays (exec briefing, enablement, upsell).
5. **Narrative Template** structure story: context → usage signal → value proof → action.
## Templates
- Usage-to-value canvas (signal, KPI, benchmark, recommended play).
- Dashboard outline with spark lines + annotations for exec consumption.
- Email/slide snippet for sharing value proof with stakeholders.
## Tips
- Blend quantitative telemetry with qualitative proof (quotes, case studies) for credibility.
- Update benchmarks quarterly to reflect product releases and customer mix.
- Pair with `build-land-adopt-expand-plan` and `prepare-board-readout` for consistent storytelling.
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name: vertical-solution-templates
description: Library of reusable solution briefs, architecture, and pricing frames per industry.
---
# Vertical Solution Templates Skill
## When to Use
- Localizing GTM assets for specific industries or sub-verticals.
- Preparing ABM/field teams with ready-to-use briefs and demos.
- Coordinating product + marketing on roadmap-aligned solution packages.
## Framework
1. **Template Structure** executive summary, pain/impact, solution architecture, proof.
2. **Configuration Rules** recommended modules, integrations, and data sources.
3. **Pricing & Packaging** typical ACV ranges, value metrics, and contract guardrails.
4. **Evidence Kit** case studies, references, benchmark stats, and compliance notes.
5. **Activation Plan** suggested campaigns, field workshops, and demo scripts.
## Templates
- One-pager solution brief (PDF + slide).
- Architecture diagram with integration callouts.
- Pricing/ROI worksheet with editable assumptions.
## Tips
- Keep templates modular so teams can mix/match by segment.
- Refresh quarterly with new case studies and roadmap releases.
- Pair with `create-industry-playbook` for automated population.
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