Skills · by @mattcretzman

Sales Intelligence Briefing

Produces an elite pre-meeting sales intelligence briefing for any B2B sales rep walking into a discovery call, demo, qualification meeting, or executive-level pitch. Enforces a multi-source research pass with free, publicly accessible alternatives at every step (no paid tool stack required), a Research Coverage Ledger that surfaces data gaps honestly, and a 14-section output with verbatim-sayable talking points. The kind of brief that makes a rep walk in knowing more about the prospect than the prospect's own internal team would expect an outsider to know.

Expected outcome: Other expected attendees (optional)

What this skill walks you through

1. Sales Intelligence Briefing
2. What this skill produces
3. When to use this skill
4. Pre-meeting prep for any discovery call, demo, qualification meeting, or
5. Account research for a named opportunity entering pipeline
6. Contact dossier work for a target executive at a strategic account
7. Re-engagement prep after a long-dormant relationship has resurfaced
8. Any moment where a rep is about to spend 30+ minutes with a prospect and

Sourced from Sales Intelligence Briefing by Direct Import.

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