Sales Brief
A one-page brief waiting in Slack before every call, so nobody walks in cold.
We were walking into calls half-prepped, skimming the CRM in the last five minutes and hoping we remembered the last conversation. On a good week that's sloppy. On a bad one it costs the deal.Founder / AE, B2B sales team
Enrichment stays to what's public and business-relevant — no scraping personal detail to sound clever.
The trigger is simple: the moment a meeting lands on a rep’s calendar in HubSpot, the clock starts. Thirty minutes before the call, a brief needs to be in the right person’s Slack. Everything in between is the work of pulling a scattered account together into something you can read standing up.
Enrichment fills the gaps the CRM leaves — company size, sector, recent public news, who else is in the deal — but only from public, business-relevant sources. We drew that line deliberately: the brief should make the rep sound prepared, not surveillant.
The summary is where the judgement lives. GPT-4o reads the full deal history — notes, past threads, open tasks — and distils it into where things stand, what was promised, and the two or three questions worth asking next. Because CRM data is never clean, every line carries its source, so the rep can tell a logged fact from an inference at a glance.
The output is one page, always the same shape, delivered to the same place at the same time. No new tab, no dashboard to check — the brief comes to the rep where they already are, right when they need it, and gets out of the way.
How much to enrich, and how much to trust a summary of imperfect CRM data. We capped enrichment at public, business-relevant facts, and every claim in the brief is stamped with its source so the rep can see what's solid and what's a guess. A brief that quietly invents context is worse than no brief at all.
On retainer we refine the summary prompt as the team's questions evolve, swap enrichment sources as coverage changes, and keep the brief format tight so it stays a glance, not a read.