Briefing Format

Overview

This skill defines the standard structure for sales call prep briefings. It ensures consistent, scannable output that salespeople can quickly review before calls.

Usage

The briefing-writer sub-agent references this skill when:

• Generating full prospect briefings
• Creating quick-reference cheat sheets
• Formatting research into actionable content

Briefing Structure

Per-Prospect Section

**[PRIORITY INDICATOR] Company Name** (Call Time) [Status Icon]
*Priority reason in italics*

- **What they do:** One-line company description
- **Recent news:** Key development (date)
- **Key person:** Name (Title)—relevant background note
- **Pain point signal:** Specific signal with source
- **Your angle:** Recommended positioning
- **Opening line:** Suggested conversation starter in quotes

Priority Indicators

| Symbol | Meaning | |--------|---------| | ⭐ | High priority - strong signals | | 🔄 | Follow-up from previous conversation | | 🆕 | New prospect - full research done | | ⚠️ | Needs attention - action overdue |

For Follow-ups, Add

- **Last conversation:** Date—spoke with Name (Role)
- **What happened:** Brief summary
- **Objection raised:** Key concern
- **What resonated:** What worked
- **Status:** Current state

Quick-Reference Cheat Sheet

One-liner format for at-a-glance review:

| Time | Company | Key Person | One-Liner | Priority |
|------|---------|------------|-----------|----------|
| 10am | Acme Mfg | Tom (Proc) | Follow up Q3 timeline | 🔄 |
| 11am | Brightside | James (COO) | Blue Cross growth angle | 🆕 |

Writing Guidelines

Opening Lines

Good opening lines:

• Reference something specific (news, post, mutual connection)
• Ask a question (invites dialogue)
• Show you did homework (builds credibility)

Examples:

• "Congrats on the Series C—saw you're expanding to Europe. How's the team handling the growth?"
• "I saw your post about tool sprawl—that resonates with a lot of our customers."
• "Last time you mentioned evaluating options in Q3. Is that still the timeline?"

Avoid:

• Generic "How are you?"
• Immediately pitching
• Factually incorrect statements

Angle Recommendations

Be specific about positioning:

• ✅ "Position as force multiplier for scaling ops team"
• ❌ "They might be interested in our product"

Tone

• Concise (scannable in 30 seconds)
• Actionable (clear next steps)
• Confident but not presumptuous

Resources

• resources/briefing-template.md - Full briefing template
• resources/quick-reference-template.md - Cheat sheet template

Scripts

• scripts/briefing-formatter.py - Generate formatted briefings