About executive-ebr-kit
A skill for customer success leaders and account teams preparing executive business reviews. It provides a structured narrative, metrics, risk and opportunity framing, and follow-up templates.
Key features
- 01Structured EBR narrative
- 02Adoption, value, and ROI metrics
- 03Risk and opportunity planning
- 04Executive decision requests
- 05Deck, memo, and action-log templates
Use cases
- 01Prepare quarterly or biannual EBRs
- 02Align sponsors on value and roadmap
- 03Track decisions and follow-up actions
Install
Copy the command and run it in a terminal.
$
npx skills add https:/After installing, type/executive-ebr-kitin Claude Code to confirm it loaded.
Details
From the project READMEExecutive EBR Kit Skill
When to Use
- Preparing quarterly/biannual executive business reviews (EBRs/QBRs).
- Aligning customer exec sponsors with value realization, roadmap, and investment asks.
- Creating consistent storytelling across CS leaders and account teams.
Framework
- Narrative Structure – headline, impact summary, challenges, commitments, next plays.
- Metric Spine – adoption, value, ROI, roadmap alignment, joint KPIs.
- Risk & Opportunity – top 3 blockers + mitigations; top 3 growth bets + investment needs.
- Executive Actions – decisions, approvals, introductions, or resources requested.
- Follow-Up Tracker – owner, due date, status, and impact measurement.
Templates
- 6-slide EBR deck outline with talking points per slide.
- Memo template for async EBRs.
- Action/decision log sheet shared with customer + internal teams.
Tips
- Lead with outcomes delivered before asking for investment or case studies.
- Include joint success metrics the customer already tracks for easier alignment.
- Pair with
run-escalation-playbookfor exec-ready updates on remediation progress.
Comments
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