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

**[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

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 template
• resources/quick-reference-template.md - Cheat sheet template

Scripts

• scripts/briefing-formatter.py - Generate formatted briefings