Plan Qbr

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.