# Account brief format

A reusable skill the "Walk into every call already briefed" recipe pulls in. Add it once and every agent on the team can use it.

Give the account brief a consistent one-page structure so every rep and every meeting reads the same way.

## Method
1. Pull the account record from the CRM: deal stage, deal value, last activity date, full email thread history.
2. Pull calendar invite attendees; note each person's title and any prior interaction on file.
3. Research the company on the web: news, funding, leadership changes, product launches from the last 90 days.
4. Draft company context in 2-3 sentences: what they do, why this deal matters now.
5. List stakeholders with role and one line of prior interaction each.
6. Write exactly three talking points tied to the researched signals, and one risk to watch.
7. Hand the draft to the Source verification skill before it ships.

## Rules
- The brief is always exactly one page — cut content before you add a second page.
- Always list exactly three talking points and exactly one risk, never more, never fewer.
- Reuse a brief already built on this account this week instead of rebuilding from scratch.
- The deal-size threshold that triggers a companion slide deck is set on first run, then stored in memory.

## Output
A one-page markdown brief with four sections — Context, Stakeholders, Talking points (3), Risk (1) — saved to `reports/account-briefs/{{account}}-{{date}}.md` and posted to the delivery Slack channel.