executive-engagement-playbook
CommunityStrategic executive engagement, when it counts.
Content & Communication#customer-success#expansion#renewal#stakeholder-management#strategic-alignment#executive-engagement#conversation-framework
Authorstephenrogan
Version1.0.0
Installs0
System Documentation
What problem does it solve?
Organizations often struggle to engage executives effectively to resolve strategic blockers. This Playbook provides a structured framework to decide when and how to involve executives, ensuring time is used efficiently and outcomes are aligned with strategic priorities.
Core Features & Use Cases
- Preparation framework for both the CSM and the customer's leadership, including one-pager briefs and explicit asks.
- Execution framework for a tight 25-minute executive conversation, followed by structured post-meeting actions.
- Use cases across renewal, expansion, escalation, and strategic alignment to accelerate outcomes with leadership involvement.
Quick Start
Provide a one-page account brief with the current situation and a specific ask, then run the 25-minute executive engagement using the provided agenda.
Dependency Matrix
Required Modules
None requiredComponents
Standard package💻 Claude Code Installation
Recommended: Let Claude install automatically. Simply copy and paste the text below to Claude Code.
Please help me install this Skill: Name: executive-engagement-playbook Download link: https://github.com/stephenrogan/csm-skills/archive/main.zip#executive-engagement-playbook Please download this .zip file, extract it, and install it in the .claude/skills/ directory.
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