Executive EBR Kit

About

The Executive EBR Kit is a specialized skill designed for customer success and account management teams to streamline the preparation of quarterly and biannual business reviews. It provides a structured framework for aligning executive sponsors with value realization, identifying growth opportunities, and proactively managing risks. By offering standardized templates for slide decks, async memos, and action logs, this skill ensures consistent storytelling across organizations while facilitating clear, data-backed requests for executive decisions and resource allocation.

Key Features

• 29 GitHub stars
• Structured narrative framework for consistent executive storytelling.
• Risk and opportunity tracking with built-in mitigation patterns.
• Metric-driven ROI and value realization templates.
• Standardized 6-slide EBR deck outlines with specific talking points.
• Integrated follow-up tracker to ensure post-review accountability.

Use Cases

• Preparing a quarterly business review (QBR) for a high-value enterprise account.
• Developing a risk mitigation strategy and resource request for executive sponsors.
• Drafting an asynchronous executive memo to highlight ROI and roadmap alignment.