| name | briefing-format |
| description | Standard structure and style for sales call briefings including templates for full briefings and quick-reference cheat sheets. Triggers when generating or formatting prospect briefings. |
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 templateresources/quick-reference-template.md - Cheat sheet template
Scripts
scripts/briefing-formatter.py - Generate formatted briefings
