Build Success Plan

Produces a joint success plan with milestones, KPIs, stakeholders, and expansion hooks.

Published by @gtmagents·0 agent reads / 30d·0 saves·Updated June 14, 2026

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

Context Intake – pull objectives, usage, sentiment, open projects, and exec notes.
Milestone Drafting – translate objectives into measurable milestones with KPIs + owners.
Play Attach – recommend adoption, expansion, or advocacy plays aligned to milestones.
Governance Design – set review cadence, communication plan, and escalation paths.
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.

More on the bench

Vendor Management

Evaluate, compare, and manage vendor relationships. Trigger with "evaluate this vendor", "compare vendors", "vendor review", "should we renew", "RFP", or when the user is making procurement or vendor decisions.

sales-gtm-revops+1

Qbr Builder

Create Quarterly Business Reviews with account health scores, usage analytics, ROI analysis, expansion opportunities, and risk mitigation

customer-success+1

Escalation

Structure and package support escalations for engineering, product, or leadership with full context, reproduction steps, and business impact. Use when an issue needs to go beyond support, when writing an escalation brief, or when assessing whether an issue warrants escalation.

customer-success+2

Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”