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Using Brief

A sales leader's week in Brief

A sales leader's week is a chain of promises. Miss one deadline and the next one compresses. The Friday report gets compiled by hand from several systems, concessions get approved in whichever thread they arrive in, and the commitments your team makes to customers live in email you are only copied on.

This is a working week in Brief for a sales or revenue leader, in prompts that run today.

Before you start

These prompts assume your email and calendar are connected, and Slack or Microsoft Teams if your team works there. A prompt that names Excel, SharePoint, Salesforce or another outside system needs that system connected through Composio first. See Connecting Brief to other systems with Composio.

Each Ask Brief link opens chat with the prompt already typed in. Change the names to yours, then send it. A prompt that starts with "Create an agent" sets up an agent: type it once and it runs from then on.

Before the day starts

Which of my open deals has a promise from us that's overdue?

Opportunities from your CRM read against the commitments in your email. Needs Salesforce or HubSpot connected through Composio. Ask Brief

Into meetings

Prep me for my call with [company] tomorrow: their recent emails, anything we promised them that's still open, and what they care about.

The prep the account manager did not send. Uses the Prep for Meeting skill. Ask Brief

Research [company] before tomorrow's call: who I know there, recent news, and how they've changed since our last deal.

Your own history with the account plus what is new. Uses the Research Company skill. Ask Brief

Research [name], the new VP of Procurement at [company], and tell me how they're likely to approach this negotiation.

A read on the person across the table. Uses the Research Person skill. Ask Brief

The inbox and the message stream

Find every concession I approved this month, wherever I approved it, email, Slack or Teams, and list them by account.

Approvals made in whichever thread they arrived in, gathered in one place. Ask Brief

Following through on what your team promised

In the customer threads I'm copied on, list what each of my account managers promised in the last two weeks that hasn't gone out yet.

The contract that never went out, found before the customer notices. Brief sees what reaches you, so this works as well as your team copies you. Ask Brief

For each deal over $100K closing this quarter in HubSpot, check the last email touch and update the next-step field with what was actually agreed.

The CRM kept honest by what was said, written back to the record. Needs HubSpot connected through Composio, with its write tools enabled. Ask Brief

End of the week

Build the Friday sales report: pipeline changes from Salesforce, what we promised customers this week and whether it went out, and the three deals I'm worried about.

The report you used to build by hand, drafted in one prompt. Needs Salesforce connected through Composio. Uses the Status Report skill. Ask Brief

Prioritize the forecast risks: which three deals need me personally next week, and what do I say to each?

A ranking with a plan for each deal. Uses the Prioritize skill. Ask Brief