briefing-format

# 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 ```markdown **[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 ```markdown - **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: ```markdown | 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