Inputs
Provide these when prompted. The skill asks for anything missing before it runs.
Required
- Structured prospect or account research
Optional
- Your offering and value props
- The outreach channel
- A specific contact
Convert structured prospect research into concise outreach preparation briefs.
Overview
Reps either skip pre-call prep or spend too long on it, and the personalization that results is often guessed rather than grounded in research.
This skill turns existing research into a tight, factual outreach brief: an account summary, relevant contact context, likely pain points, the supporting evidence, a conversation angle, and a clear list of claims that still need verification — it prepares, it does not fabricate or send.
When to use it
Know the limits
Provide these when prompted. The skill asks for anything missing before it runs.
Required
Optional
One brief per prospect with a consistent, inspectable schema.
account_summaryA concise factual account recap.
relevant_contact_contextThe contact's role and relevance.
potential_pain_pointsLikely problems, evidence-based.
supporting_evidenceThe research behind each point.
conversation_angleA grounded angle to open with.
claims_requiring_verificationAssumptions to confirm before use.
Example
A brief from existing research.
Input
Research: Lumen Robotics, mid-market SaaS, hiring engineers, no observability tool mentioned. Contact: Director of Platform Eng.Output
account_summary: Mid-market industrial SaaS, scaling engineering
relevant_contact_context: Director of Platform Eng; owns infra decisions
potential_pain_points: Scaling reliability while hiring fast
supporting_evidence: Active engineering hiring; growth stage
conversation_angle: Reliability as the team scales
claims_requiring_verification: No current observability tool (assumed)The brief is concise and grounded, and it clearly separates the evidence-based angle from the assumption (no current tool) that the rep must verify.
Setup
General steps first, then notes for specific clients where verified.
Source
Read the rendered skill or copy the complete Markdown. The download is generated from this exact source.
Convert structured prospect research into concise outreach preparation briefs.
Return one brief per prospect with the following fields:
Before you rely on it
History
Questions
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