Turn raw account notes into a one-page brief, every time.

“Every rep preps accounts differently. How do I get the same one-page brief out of the notes every time?”

A reusable prompt that gives every account the same shape: verdict, why, people, next move. No connectors.

RUN THE OPERATOR SYSTEMEASY✓ APPROVED 4/4
EXAMPLE PROMPTS
>Build me an account brief prompt that always returns verdict, why, people, and next move
>Turn these pasted notes on Acme into a one-page brief
>The notes are thin on this account. What should the brief say instead of guessing?
ABOUT THIS SKILL

What this skill does

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.

Inputs

An AI chat tool to run the brief prompt in, and whatever raw material you have on an account to paste in. No connectors. The prompt does the structuring.

How it works

  1. 1
    1. Fix the sections. Decide the handful of blocks every brief always has, in order.
    1. Fix the verdict scale. A short set of labels so two briefs are comparable.
    2. 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.
    3. Add the named-recipient rule: the brief must name one specific person to contact, not "the team."
    4. Add the honesty rule: thin input produces a thin brief that says what is missing, never a confident brief built on nothing.
    5. Save the prompt. Reuse it on every account.

Output format

The reusable prompt it builds:

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]
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