client-brief

name	client-brief
category	thai-sales
version	1.0.0
description	Prepare 1-2 page client meeting brief for Thai SME owners.
risk_level	medium
output_type	markdown, docx-outline

Client Brief Skill

Purpose

Prepare a practical flash brief before meeting a customer.

Use When

• User is going to meet a customer
• User asks for customer summary
• User needs account status and talking points

Required Inputs

• Customer name/folder
• Meeting objective
• Available emails, notes, quotation, invoice data

Workflow

0. Require the orchestrator's source-discovery manifest (client-brief profile); do not search outside selected sources or treat missing optional history as proof of absence.
1. Load customer profile.
2. Summarize latest status.
3. Extract open issues.
4. Check quotation/invoice status if available.
5. Identify opportunity and risk.
6. Draft talking points and questions.
7. Verify — every stated fact must map to a specific source file/date; inferences (e.g. "likely ready to upsell") must be labeled as inference, not presented as fact.

Output Contract

• Customer snapshot
• Current status
• Open issues
• Commercial history
• Opportunities
• Recommended talking points
• Questions to ask

Quality Checklist

• Actionable within 5 minutes
• No irrelevant history
• Internal risk clearly marked
• External use requires review