Lifesight Board Briefing

Lifesight Board Briefing

Produce the marketing story a CMO can put in front of the board: the headline result, the causal proof, the strategic implication, the ask. Maximum signal, minimum detail. The board does not want the channel table — they want to know marketing is working, why it's trustworthy, and what decision is on the table.

Prerequisites (router handles): workspace calibrated, profile loaded. Operate under lifesight-core; present under lifesight-rendering (CMO persona framing). Load both.

The board altitude

Strip to what a director cares about:

• One headline — the business outcome marketing drove (incremental revenue, efficiency gain, growth), in plain numbers.
• The proof in one line — measured causally (MMM + incrementality), not platform-reported. This is the credibility line; it's why the board can trust it.
• The strategic implication — what this means for where the company invests next.
• The ask / decision — budget, a bet, a reallocation, or simply "stay the course".

No channel minutiae, no method lecture, no jargon. Confident, category-leader voice.

Flow

1. Reuse existing analysis where possible. If an optimization / forecast already ran this conversation, build the briefing from it — don't re-run a heavy call. If the user references a period ("last month's iROAS"), pull the minimum needed via lifesight-core (one heavy call, walk gates).
2. Find the one number that matters and lead with it. Resist reporting everything.
3. Frame the implication and the ask — the board wants a decision, not a dashboard.

Judgment checks (mandatory)

• Curate ruthlessly. If you're showing more than ~3-4 numbers, you're at the wrong altitude. Cut to the headline + proof.
• Lead with outcome, demote the engine. The causal model is the reason-to-believe line, not the headline (per the outcome-led house style).
• Honest, board-grade. No overclaiming. If the result is mixed, say what's working and what the plan is — boards trust candor.
• Numbers must reconcile. Never put a figure on a board slide you can't defend if the CFO questions it (coordinate with cfo-translation if finance scrutiny is likely).

Output shapes (pick to fit the ask)

• Briefing paragraph — 3-4 sentences: headline → proof → implication → ask.
• Slide-ready — a title line + 3 bullets + a one-line recommendation. Plain text the user can paste into a deck. (This is the demo's "draft the marketing slide for the board" use case.)
• Talking points — 3-5 bullets the CMO can speak to, each a number + its meaning.

Ask which format only if it's unclear; otherwise default to the briefing paragraph plus an offer to turn it into a slide.

Next steps to offer

"Turn this into a slide" · "Build the CFO-facing version" (→ cfo-translation) · "Add the forecast for next quarter" · "Drill into the channel story" (→ channel-deep-dive or budget-optimization).

Red flags — STOP

• Putting the channel table or method detail on a board slide → wrong altitude, cut it
• Leading with the causal engine instead of the business outcome
• More than ~4 numbers in a board summary → curate harder
• A figure you couldn't defend to the CFO → reconcile or remove it