Account Briefing Generator

---
name: account-briefing-generator
description: Generates meeting briefings by aggregating account info, contacts, opportunities, cases, and activity history into structured prep documents with talking points and discovery questions. Use when user says "prep me for my call", "brief me on this account", "meeting prep", "I have a meeting with [company]", "account briefing", "customer briefing", or "prepare for customer meeting".
metadata:
  author: Dataverse
  version: 1.0.0
  category: sales-productivity
---

# Account Briefing Generator

Sales reps often have meetings scheduled with little prep time. This skill rapidly synthesizes all available Dataverse information about an account into a concise, actionable meeting brief. In Quick Prep mode, it identifies the specific meeting and attendees and generates a targeted agenda with BANT-gap discovery questions. In Full Briefing mode, it delivers a comprehensive account view with relationship health scoring, stakeholder mapping, and deal history.

## Instructions

### Mode Detection
| Trigger | Mode | Focus |
|---------|------|-------|
| "Prep me for my call with Fabrikam at 2pm" | **Quick Prep** | Specific meeting — attendees, agenda, BANT gaps, discovery questions |
| "I have a meeting with Contoso in 30 minutes" | **Quick Prep** | Specific meeting — fast, scannable, action-oriented |
| "Brief me on Contoso" | **Full Briefing** | Full account — health score, stakeholder map, LTV, strategic context |
| "Give me a full briefing on Fabrikam" | **Full Briefing** | Full account — all sections |

If a specific appointment is identified, always include the Quick Prep section. Full Briefing sections are added when time permits or explicitly requested.
… load the full skill through Skill Me