precall-brief

name	precall-brief
description	Assemble a pre-call war room for a prospect from a company's entire GTM memory — the positioning that fits, proven objection rebuttals (cited to the call they landed in), a recommended demo/call path, and opening lines. Company-agnostic; resolves the corpus from the active company's qmd collections and client-management.yaml.
allowed-tools	Bash, Read, Grep

Pre-call brief — Deal Brain

Assemble a pre-call war room for a named prospect, grounded in the company's real sales-conversation memory. Receipts, not vibes — every claim cites the call or doc it came from.

Resolve context first

1. Active company {co}. Read companies/{co}/client-management.yaml for owner, stages, and silos.pipeline.
2. The memory corpus = the company's qmd collections (from manifest.yaml qmd_collections): the company collection, plus its -meetings and -signals collections where they exist. Search only {co}'s collections — cross-company retrieval is a category-1 violation.

Build the brief

1. Who they are / deal state. Pull the prospect's account from the pipeline silo (connected → the connection's read capability via hq secrets exec; native → /crm): company, contacts, current stage (in the company's own stages vocabulary), open deal + value.
2. What's been said. qmd search "<prospect / company / topic>" -c {co}-meetings -n 8 across prior calls; pull surrounding context with qmd get <file>:<line>. Summarize the through-line: what they care about, what's stalled.
3. Objections + rebuttals that landed. For each objection this prospect (or similar buyers) raised, surface the rebuttal that has actually worked, cited to the call/buyer it landed with (-c {co}-meetings / -c {co}-signals key_points). If the corpus has nothing, say so — never fabricate.
4. Positioning that fits. Use the company's CURRENT positioning as found in its knowledge corpus (-c {co}). Don't invent claims or use language the corpus doesn't support.
5. Recommended call path + opening lines. A stage-appropriate plan and two or three opening lines grounded in the above.

Output

# Pre-Call War Room — {Prospect / Company}

**Stage:** {stage} · **Deal:** {value if any} · **Owner:** {owner}

## The through-line
- {what they care about / what's stalled — cited}

## Objections & proven rebuttals
- **"{objection}"** → {rebuttal} — _landed with {buyer}, call {meeting-id}_

## Positioning that fits
- {claim} — _{source}_

## Call plan
1. {opening} 2. {value beat} 3. {advance-the-deal ask}

## Opening lines
- "{line}"

Rules

• Tenant isolation: only {co}'s collections; never qmd search across all.
• Cite everything: no quote or "this works" claim without the call/doc it came from.
• Draft, don't send: this produces a brief. Sending or CRM writes need explicit human approval.