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Account brief builder

Skill nthnclrk/enablement-skills/skills/account-brief-builder

Build concise, decision-ready account briefs for account reviews, account planning, renewal or expansion reviews, and customer meeting preparation. Use when asked to summarize an account's commercial state, stakeholders, risks, upside, or next actions. Route single-opportunity inspection to deal-inspection-coach and executive meeting narratives to executive-briefing-builder.From its SKILL.md

Install
npx -y skills add nthnclrk/enablement-skills --skill account-brief-builder

Assembled from the repository path, not quoted from the project. Check it against their README if it does not work.

One thing to look at

  • 11 stars11 stars. Stars are a popularity signal and not a quality one, but at this level it is likely that nobody has read this closely except its author, and you would be relying on your own review.

SKILL.md

4.6 KB, as published. Nobody here has run it

Account brief builder

Write the brief for one decision moment. If it reads like an account wiki, rewrite it.

An account brief covers one account, one meeting or decision, and the next actions that resolve it. If the user wants a customer-facing QBR, use qbr-ebr-builder. If they want an executive meeting narrative with an ask, use executive-briefing-builder. If they want one opportunity inspected, use deal-inspection-coach.

Decision moment. "Acme EMEA renewal is 47 days out. Champion left 9 April. Thursday's review decides whether we assign a new executive sponsor before we send commercial paper, or we walk into procurement single-threaded."

Account wiki. "Acme is a strategic enterprise account with strong expansion potential. We should deepen multi-threading, mitigate churn risk, and align stakeholders on value."

If a manager cannot decide from the first screen, it is not done.

Confirm Inputs First

Ask only for the inputs that change the decision:

  1. The account and business unit in scope
  2. The meeting or decision this brief is for, and who owns it
  3. The as-of date and the source packet you actually have
  4. Known stakeholders and commercial constraints

If material account evidence is missing, return a labeled briefing frame and an evidence request. Do not invent metrics, logos, contract terms, or stakeholder roles.

Read The Right Reference

Read references/account-brief-template.md for the decision-moment test, conflict handling, and the scanned card. Skip it if the user already gave a structure and only wants the operating view.

Read references/source-system-guide.md when the brief draws from CRM, calls, product, support, or contract records.

Default Workflow

  1. Name the decision moment. One meeting or decision. One owner. One time horizon. Done when you can say what the named meeting must decide, and what happens if it does not.
  2. Freeze the evidence. Record source, date, and locator for each material claim. Preserve conflicts. Do not blend CRM, call, and chat into one story.
  3. State the commercial facts. Open opportunities, renewal or expansion status, and material dependencies only when a source supports them. Separate recorded fields from buyer signals from internal interpretation.
  4. Map the room that matters. Buying role, influence, stance, and coverage: confirmed, inferred, or unknown. Title is not a role. Flag missing decision-makers and single-thread risk.
  5. Name upside and risk that change this decision. Each item: evidence, consequence, trigger, and confidence in the evidence. Skip items that do not affect this moment.
  6. Recommend the smallest next moves. Actions that reduce uncertainty, restore coverage, or move the commercial path. Mark owners and dates confirmed, proposed, or unknown.
  7. Compress. Lead with what changed, what matters, and what must be decided. Source notes and unresolved conflicts sit below the operating view.

Do not write to CRM, account plans, or customer-facing material without explicit approval.

For a single-opportunity inspect use deal-inspection-coach. For a customer QBR use qbr-ebr-builder. For an executive meeting with an ask use executive-briefing-builder.

Output Contract

Return a brief a manager can open in the meeting:

  • Account, as-of date, the decision moment, and who owns it
  • Current state, material change, recommendation, and evidence caveat
  • Commercial snapshot with sources and freshness
  • Stakeholders that matter for this decision, with coverage gaps
  • Upside and risk that change the decision, with triggers
  • Near-term actions with owner and date status
  • Source conflicts and open questions

Do not add a customer-facing narrative, meeting choreography, or a full account plan unless this moment needs it.

Quality Bar

  • A manager can decide from the first screen.
  • Every material claim has a current source, or is marked unknown.
  • Recorded facts, buyer signals, and internal hypotheses stay distinct.
  • Conflicts and missing decision roles stay visible.
  • Actions resolve this decision, not generic account hygiene.
  • The brief refused the QBR, the exec meeting script, and the single-deal inspect that do not belong here.

Keep looking

Skills are one crate of 627,801. Ordering is by how many stacks a row turns up in, so the top of any crate is what has actually been picked rather than what has the most stars.