Turn raw account notes into a one-page brief, every time.
A reusable prompt that gives every account the same shape: verdict, why, people, next move. No connectors.
Inside: The brief template, the verdict scale, and the sections it fills.
Install it in one line, or paste it in.
~/.claude/skills/ and runs automatically when it is relevant.Connect your context. Set it to your motion.
| Set this | What it is | Example |
|---|---|---|
| Your brief sections | The fixed shape every brief follows | Verdictwhypeoplecompetitive flagnext move |
| Your verdict scale | The labels your verdict uses | Reach out / Monitor / Nurture / Pass |
| Your house rules | What to do with thin input | "If a section has no evidencewrite 'unknown.' Do not invent." |
Everything the skill does, in full.
Builds a reusable prompt that turns whatever you have on an account (pasted notes, a CRM export, a few links) into a consistent one-page brief. Run it on any account and get the same shape every time: the verdict, the why, the people, the next move. You are building the template once and reusing it forever, no connectors required.
- 11. Fix the sections. Decide the handful of blocks every brief always has, in order.
- Fix the verdict scale. A short set of labels so two briefs are comparable.
- Write the prompt so it reads the pasted material, fills each section from it, and marks anything it cannot find as unknown rather than guessing.
- Add the named-recipient rule: the brief must name one specific person to contact, not "the team."
- Add the honesty rule: thin input produces a thin brief that says what is missing, never a confident brief built on nothing.
- Save the prompt. Reuse it on every account.
You are an account researcher. Turn the material below into a one-page brief. Output exactly these sections: - Verdict: one of Reach out / Monitor / Nurture / Pass, plus one sentence why - Why: 3 bullets, each a fact from the material, no adjectives without a number - People: the named contacts and their roles; mark the one to reach out to first - Competitive flag: any competitor named in the material, else "none found" - Next move: one sentence, naming the person and the angle Rules: use only what is in the material. If a section has no evidence, write "unknown." Name one specific person in Next move, never "the team." Material: [paste notes, CRM export, links]
Where an operator takes this next.
Running the prompt by hand proves the shape works. Here's how it scales.
One prompt, reused on every account, is worth more than one perfect brief.
Save the prompt as a Claude Project with your CRM notes format pinned, so every rep on the team gets the same brief shape without re-explaining the rules.
Wire a Salesforce or HubSpot workflow so any account crossing a stage automatically drops its notes into the prompt and posts the brief to Slack.
Point a scheduled Claude task at your whole active pipeline every Monday morning and get one brief per account waiting before standup.
One skill is the on-ramp.
A single skill does one job. Chained into a playbook, or run as a full build, it becomes a system. Here is where this one plugs in.