SKILL

Board Readiness Kit

Narrative and artifact system for preparing SaaS board/investor updates.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·

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.

Bundled with this artifact

1 file

Reference files that ship alongside this artifact. Agents pull these in only when the task needs them.

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