Get one forecast-aware brief that names today's priorities.
“What should I actually work on today before the day eats me?”
Composes deal risk, pipeline, coaching, and conversation reads into a single morning brief, in rep or leader mode.
What this skill does
This is a workflow, not a single check. It composes the reads you would otherwise run one by one, deal risk, pipeline health, coaching signals, and conversation follow-ups, into one brief that opens your day. Rep mode answers "what are my three priorities today" and drafts the follow-ups. Leader mode answers "what does my team need today" with named coaching priorities and must-win deal status. One workflow, a different brief per role.
Inputs
- Works today with: your open deals and today's meetings. Paste or upload a list with stage, amount, close date, last activity, and the contacts. A CSV is enough to produce a brief.
- More powerful connected to a CRM: it reads your whole book and pipeline coverage automatically.
- Sharper with a meeting or email tool: it adds today's meetings, prep links, and follow-up drafts.
- Sharper with a product-analytics tool: it adds usage signal to the hot-leads and expansion reads.
How it works
- 1Rep mode: your accounts today
Compose the reads that decide your day and rank them into three named priorities.
- Hot leads: who engaged or replied recently and has no follow-up yet.
- At-risk deals: the opps in your book that are slipping, stuck, or gone dark, with the multi-thread gaps.
- Meetings today: what is on the calendar and the prep link for each.
- Drafted follow-ups: the highest-priority gaps, drafted and dropped in your drafts folder for review.
- Bonus: one account that needs attention this week before it becomes a problem.
- 2Leader mode: your team today
Compose the reads that decide where your attention goes.
- Coaching priorities: named rep, named issue, tied to today's 1:1s.
- Must-win deals: status and flags across the team.
- Pipeline coverage: which channel is the gap and who owns closing it.
- 1:1s today: each with a pre-1:1 brief.
- Escalation: anything that needs leadership today, honestly "none" when it is none.
- 3Prioritization is forecast-aware
The brief knows when today is the forecast call and leads with the deals that decide it. Priority is not the loudest item, it is the one that moves the number.
Output format
REP MODE · Monday June 1
TOP 3 PRIORITIES TODAY
1. Reply to the Acme contact who said "interested" 2 days ago. Every day cools the reply.
2. Prep the 2pm with Vortex, a $67K deal now at slip risk.
3. Unstick Blend Labs: day 30, no touch sent, milestone missed.
HOT LEADS (5)
Acme, replied 2d ago, no follow-up · Vortex, booked yesterday · Globex,
opened 4 emails in 3d · Blend, clicked pricing yesterday · PGA, asked for info 5d ago
AT-RISK DEALS (3)
Vortex, slip, champion dark (today's meeting is the test)
Blend Labs, stuck, no next step set
Globex trial, ghost, 47 days no activity (declare lost?)
MEETINGS TODAY
10:00 pipeline review · 2:00 Vortex (prep link) · 4:30 Blend Labs intro
DRAFTED FOLLOW-UPS (in your drafts, review and send)
To Acme: "Quick demo this week?" · To PGA: "Sending the resources"
BONUS
Halborn: champion just changed jobs. Re-thread the backup contact this week
or risk the renewal.
Tips
- Drafts are review-first. Follow-up drafts land in a drafts folder, never auto-sent, unless the user explicitly opted in.
- Empty days surface honestly. Nothing critical means "nothing critical today, here is where to invest instead," never invented urgency.
- Every priority names the specific action and the specific account or rep, never "follow up on deals."
- Leader mode names the rep and the issue together, never a standings table with no next move.
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