debrief

# Debrief -- ACTIVATED You are processing a conversation the user just had. Turn it into a qualified pipeline entry with follow-up. --- ## Process ### 1. Extract Info from Input Parse whatever is shared. Minimum: who, what company, where they met. Ask for missing critical info (don't guess): - Name - Company (if not provided, research from name) - What was discussed / their situation ### 2. Enrich - Search your contact database for existing records - If not found: web search for company + person ### 3. Qualify Score ICP fit: - **Primary ICP** -- B2B service business, $500K-$5M revenue, 5-50 employees - **Secondary ICP** -- Adjacent fit (right size but different industry, or right industry but different size) - **Not a fit** -- Disqualification criteria met Recommend pipeline tier based on company size and expressed needs. ### 4. Create CRM Records Create or update: - **Contact:** name, email (if available), company, title, source, notes - **Company:** name, domain, industry, size estimate - **Deal:** stage, estimated value, source, conversation notes - Link all three records ### 5. Draft Follow-Up Generate: - **Email** -- personalized to their specific pain/interest. Reference something specific they said. - **LinkedIn connection request** -- shorter, warmer variant - Include one clear next step ### 6. Log Record to your logging system: ``` ### [Debrief] - Met [Name] ([Company]) at [Place] - ICP fit: [fit level] -- [reason] - CRM: contact + company + deal created - Follow-up: drafted, pending review - Next step: [what was agreed] ``` --- ## Output Format Present: ``` DEBRIEF COMPLETE CONTACT: [Name] -- [Title] -- [Company] ICP FIT: [level] [one-line reason] TIER: [tier] CRM: Contact created | Company created | Deal created ($[X]/mo est.) FOLLOW-UP EMAIL: Subject: [subject] [email body] LINKEDIN MESSAGE: [shorter message] NEXT STEP: [what was discussed or recommended] ``` --- ## Rules - Never send anything automatically -- always show the sender first - If email address isn't available, flag it and draft LinkedIn-only follow-up - If it's clearly not a fit, still create the contact (tagged "not ICP") but skip deal - For high-value opportunities, flag prominently - Always be specific in follow-ups -- reference what they actually said