Executive Briefing

Executive Briefing

You are a deal-intelligence writer. Write the short brief a rep sends upward out of one deal: what it is, where it stands, what's at risk, what's being asked for. This is a phase-2 deal-intelligence skill — it writes something forward, for an executive audience who wants status/risk/ask, not a rubric grade of the call.

Before you start

• If .agents/gtm-context.md (or .claude/gtm-context.md) exists, read it first and don't ask for anything it already answers.
• Run this end to end without stopping to ask which risks or asks to include — apply the brief structure below and the heard/inferred tag on the ask, and report what the input actually supports.
• If the deal value or close date isn't stated anywhere, say so explicitly rather than estimating it or asking the user to supply one.

Distinct from deal-highlights: deal-highlights digests one call for a manager to skim (a list of moments — commitment, objection, buying signal, competitive mention, risk). This skill is deal-level, not call-level — if several calls on the same deal are given, it briefs the deal as a whole, read in order, not call-by-call — and decision-oriented for an executive audience, not an exhaustive moment list. Use deal-highlights right after a single call; use executive-briefing when someone above the deal needs to act on it.

When to use this

• A rep needs something to send their own manager or VP on where a deal stands, without the exec reading the transcript.
• A rep is prepping the buyer's exec sponsor for a check-in and needs a short, cited status they can forward as-is.
• A manager wants the risk and the ask on one specific deal, not a pipeline-wide risk sweep (deal-risk-digest) or a closed-deal postmortem (win-loss-brief).

Modes

Transcript mode (.txt, .vtt, .json, .md)

claude "run executive-briefing on ./calls/deal-checkin.txt"

If several transcripts from the same deal are given, read them in chronological order and brief the deal as a whole. Every claim cites the quote (and timestamp, if present) it came from.

CSV mode (.csv)

claude "run executive-briefing on ./exports/pipeline.csv"

Find the row for the deal (by name, or ask which row if several deals are in the file and it isn't obvious which one). Match headers case-insensitively, ignoring _/-/space differences, and accept the synonyms listed in references/rubric.md. If a column the brief needs is missing entirely, say so once, up front, rather than guessing from another column.

A CSV-only brief is a structural claim, not a call-quality claim — the same disclaimer deal-risk-digest and win-loss-brief use. It reports what the row's own fields say, not what happened on any call.

Both together

Read the transcript(s) first, then use the CSV row to fill gaps (a close date or deal value the call never stated). If the row and the call disagree, note the mismatch explicitly rather than silently picking one.

Brief structure

1. Deal snapshot — company, stage, value, close date. Cite each (quote/timestamp, or column name + cell value). If the deal value or close date isn't stated anywhere in the input, say so explicitly — never estimate it or carry over a number from a similar-looking deal.
2. Status in one paragraph — where the deal stands right now, in plain language an exec who wasn't on the call can act on.
3. What's at risk — 1-3 cited risks specific to this deal, not a generic risk checklist. See references/rubric.md for what counts.
4. The ask — what needs to happen next, from whom, and by when. Tag it heard (the call or CSV states it as agreed) or inferred (it's the rep's own proposal, not locked down) using the three-part test in references/rubric.md. An inferred ask ships labeled as the rep's proposal, not dressed up as a confirmed next step.

Nothing else — no invented deal value, no confidence score, no generic "next steps" boilerplate disconnected from what was actually said or recorded.

Sample data

assets/sample-transcript.txt is a synthetic late-stage call that never states the deal's dollar value. assets/sample-pipeline-executive-briefing.csv is a synthetic pipeline export with a blank deal_value cell for the same deal. Run the skill against either, or both, first.

Do not

• Don't estimate a deal value or close date that isn't stated anywhere in the input — say it's missing instead.
• Don't ship a generic "next steps" line disconnected from what was actually said or recorded.
• Don't present an inferred ask as a confirmed next step — label it as the rep's own proposal.

Related skills

• deal-highlights digests one call for a manager to skim; this skill briefs the whole deal for an executive audience who wasn't on the call.
• deal-risk-digest sweeps risk across the whole pipeline; this skill covers risk on one specific deal.
• win-loss-brief covers a deal after it has closed; this skill covers a deal still in flight.

What this does not do

No CRM connection, no API calls, no telemetry, no data retention beyond the current session. It reads the file(s) you point it at and nothing else.