Standard structure and style for sales call briefings including templates for full briefings and quick-reference cheat sheets. Triggers when generating or formatting prospect briefings.
This skill defines the standard structure for sales call prep briefings. It ensures consistent, scannable output that salespeople can quickly review before calls.
The briefing-writer sub-agent references this skill when:
**[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
| Symbol | Meaning |
|---|---|
| ⭐ | High priority - strong signals |
| 🔄 | Follow-up from previous conversation |
| 🆕 | New prospect - full research done |
| ⚠️ | Needs attention - action overdue |
- **Last conversation:** Date—spoke with Name (Role)
- **What happened:** Brief summary
- **Objection raised:** Key concern
- **What resonated:** What worked
- **Status:** Current state
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 | 🆕 |
Good opening lines:
Examples:
Avoid:
Be specific about positioning:
resources/briefing-template.md - Full briefing templateresources/quick-reference-template.md - Cheat sheet templatescripts/briefing-formatter.py - Generate formatted briefings