Account brief · SalesBuilder

What you get

1 brief · Two hours before each call: why they are buying now, the objection to expect, the story to tell and the question to ask, all sourced. · Deal
whyNow · The change that makes this a live buyer, with its source: a hire, a round, growth, a tool dropped.
objections[] · What they will likely push back on, from what they run today and what they said.
story · The customer story closest to their situation, from your records.
question · The one question that surfaces the pain in their own words.
sources[] · Every page and record a line rests on.

Connect once: Google Calendar. How long: About a minute; it lands two hours before the call.

Trigger

It runs two hours before each booked meeting.

TypeScript

on.Meeting.booked((meeting, $) => $.Deal.brief({ deal: meeting.deal, before: '2h' }))

Steps

Your agent does these steps, one row per step; each step’s check is part of its row and its price.

Step	Verb	Returns	Price	Approval
1. Read the company’s profile	`Organization.enrich`	Headcount and its trend, location, founding year	About 0.2¢	Runs on its own
2. Read what just happened there	`Organization.enrich`	Funding, news and launches in the last 90 days	About 1¢	Runs on its own
3. Read its open roles	`Organization.enrich`	The roles it is hiring for, the clearest sign of where the pain is growing	About 1¢	Runs on its own
4. Read the products it runs	`Organization.enrich`	The tools on its site, so the brief knows what you replace or sit beside	About 4¢	Runs on its own
5. Read each attendee	`Contact.enrich`	Title, tenure and past roles for each person on the call	About 0.6¢	Runs on its own
6. Read their site	`Page.audit`	Home, about, careers and two service pages	About 0.1¢	Runs on its own
7. Search what they say about rivals	`Keyword.search`	Posts that name the company beside a rival	About 0.19¢	Runs on its own
8. Write the brief	`Content.draft`	Why now, the objection, the story and the question, each line with its source	About 2.2¢	Runs on its own

Calls: Organization.enrich, then Contact.enrich, then Page.audit, then Keyword.search, then Content.draft.

About 9.3¢ a brief, each time it runs, capped at 30¢.

Example: give it a goal

Brief me on the three companies I am meeting tomorrow, spend up to $1, and show me the plan first.

The plan it shows runs 8 steps, priced before it spends anything; Run it above shows the result it returns.

When something fails

Each failure, and what happens next

When	Then
Fewer than two facts have a source	The brief says so at the top instead of padding; a thin brief still lands on time.
A line fails the grade	It is cut and the brief is rewritten once; the redo is free.
The meeting moves	The brief moves with it; reads younger than 7 days are reused at $0.
You ask twice for one meeting	The same brief returns: it is idempotent per deal and meeting.

Each step retries three times, then falls through to the next route; one item's failure lands in skipped with its reason, never failing the call. Before a step would cross maxCost it stops and returns what it has, with a resume link. Each step's idempotency key is the call's key plus the step and the item: leaseline-deal-brief-1-<step>-<item>.

How it is graded

A second model checks each line of the brief against the page or record it cites. It passes when every line has a source that says it, the why-now is under 90 days old, and the question is one sentence. A miss is redone at no charge.

Change it

Ask	Compiles to
Add their likely budget from their headcount.	`Deal.brief`
Send it the night before instead.	`Deal.brief`
Brief me on everyone who books from my cold email.	`Deal.brief`

TypeScript

import { $, workflow } from 'startup-builder'

export default workflow({
  name: 'deal-brief',
  verb: 'Deal.brief',
  input: { deal: 'string', attendees: 'string[]?', before: 'string' },
  trigger: { event: 'Meeting.booked' },
  maxCost: 0.3,
  grade: { evaluator: 'each line against its source', passWhen: 'every line sourced; why-now under 90 days; one question', remedy: 'redo' },
  execute: async (ctx, { deal, attendees, before = '2h' }) => {
    const d = await ctx.step('deal', () => $.Collection.query({ from: 'deal', id: deal, with: ['organization', 'meeting'] }))
    const org = await ctx.step('company', () => $.Organization.enrich({ hostname: d.organization.hostname, fields: ['profile', 'events', 'hiring', 'technologies'], maxCost: 0.08 }))
    const people = await ctx.step('people', () => $.Contact.enrich({ contacts: attendees ?? d.meeting.guests, fields: ['title', 'history'], maxCost: 0.03 }))
    const site = await ctx.step('site', () => $.Page.audit({ urls: keyPages(d.organization.hostname, 5), fields: ['content'], maxCost: 0.01 }))
    const rivals = await ctx.step('rivals', () => $.Keyword.search({ keywords: [d.organization.name], venue: 'reddit', maxCost: 0.01 }))
    return ctx.step('brief', () => $.Content.draft({ kind: 'account-brief', from: { org, people, site, rivals }, deliverAt: { before: d.meeting.at, by: before }, maxCost: 0.03 }))
  },
})

Extend it with extends: 'Deal.brief' and base(), or compose your own from these steps.

Works with

Plays that order it: Account visits, Buying committee, Closer handoff, Data residency, Show up in person, Hosted gatherings, Gifting, Outbound calling, Paid pilot, Product signals, Proof-of-work outreach, Risk-reversal offers, Waitlist interviews, Trust pack, Warm intros, Written references.

It serves Reach out, and runs in Hands-on. It deepens Inbound sales.

For agents

For agents: the guide, its approvals, retries and lookups

Fact	Value
Guide	`Deal.brief`
Guide approval	`limits`
Goal	Brief me on the three companies I am meeting tomorrow, spend up to $1, and show me the plan first. It may change counts, the order of steps, soft filters and the route a read takes, and it stops early when the goal is met. It never relaxes your words, raises its own budget, answers its own approval, calls a Play or acts outside your standing approval.
Trigger	`on.Meeting.booked((meeting, $) => $.Deal.brief({ deal: meeting.deal, before: '2h' }))`
Retry	Three times with backoff, then the next route; the same idempotency key never charges, sends or posts twice
Idempotency key	`leaseline-deal-brief-1`
Lookups	A `find:` input asks unless exactly one record fits

Step
1. Read the company’s profile
2. Read what just happened there
3. Read its open roles
4. Read the products it runs
5. Read each attendee
6. Read their site
7. Search what they say about rivals
8. Write the brief

The amounts live once, on the hub (approvals).

Who does each step, and how it is checked

Step	Function	Doer	Checker	Assurance	Inputs
1. Read the company’s profile	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
2. Read what just happened there	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
3. Read its open roles	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
4. Read the products it runs	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
5. Read each attendee	`code`	Code	Code checks each result against its declared type	`measured`	`$0.attendees`
6. Read their site	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
7. Search what they say about rivals	`code`	Code	Code checks each result against its declared type	`measured`	`$0.deal.organization`
8. Write the brief	`agentic`	The AE agent	Adversarial review by a second model: Pass, or the unsourced line cut	`graded`	`$1..$7, offer`

The doer is never the checker, and the weakest assurance on the path is the whole call’s.

Under the hood

Under the hood: the Systems, Nouns and Events it touches

Kind	What it touches
Systems	CRM, sites and content
Nouns	Organization, Contact, Page, Keyword, Content, Action
Events	`Contact.enriched`, `Content.drafted`, `Action.evaluated`

Reference

Inputs, outputs, its Event and its errors

Name	Type	Default	Meaning
`deal`	`Deal`	Required	The deal the call is for.
`attendees`	`Contact[]`	`the Meeting’s guests`	The people on the call, up to five.
`before`	`string`	`'2h'`	How long before the meeting the brief lands.
`maxCost`	`number`	`0.30`	The most this call spends each time it runs, in USD. It stops before a step would cross it and returns what it has, with a `resume` link.

Emits Deal.briefed. Refuses with max-cost before it spends, and with the Data calls and Accounts groups (refusals).

What you getCopy Anchor Link

TriggerCopy Anchor Link

StepsCopy Anchor Link

Example: give it a goalCopy Anchor Link

When something failsCopy Anchor Link

How it is gradedCopy Anchor Link

Change itCopy Anchor Link

Works withCopy Anchor Link

For agentsCopy Anchor Link

Under the hoodCopy Anchor Link

ReferenceCopy Anchor Link

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