daily-briefing

每日销售简报

清晰了解今天最重要的事项。无论你告诉我什么，这项技能都能发挥作用；连接工具后，效果会更好。

工作原理

┌─────────────────────────────────────────────────────────────────┐
│                      DAILY BRIEFING                              │
├─────────────────────────────────────────────────────────────────┤
│  ALWAYS (works standalone)                                       │
│  ✓ You tell me: today's meetings, key deals, priorities         │
│  ✓ I organize: prioritized action plan for your day             │
│  ✓ Output: scannable 2-minute briefing                          │
├─────────────────────────────────────────────────────────────────┤
│  SUPERCHARGED (when you connect your tools)                      │
│  + Calendar: auto-pull today's meetings with attendees          │
│  + CRM: pipeline alerts, tasks, deal health                     │
│  + Email: unread from key accounts, waiting on replies          │
│  + Enrichment: overnight signals on your accounts               │
└─────────────────────────────────────────────────────────────────┘

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开始使用

运行这项技能时，我会询问所需信息：

未连接日历时：

“你今天有哪些会议？（直接粘贴日历或列出会议即可）”

未连接 CRM 时：

“你本周重点关注哪些交易？有哪些需要留意的？”

已连接工具时： 我会自动获取所有信息，并直接为你呈现简报。

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连接器（可选）

连接工具，为这项技能增添强大功能：

连接器	提供的信息
Calendar	今天的会议、参会者、时间和背景信息
CRM	未结销售管道、即将成交的交易、逾期任务、停滞的交易
Email	机会联系人发来的未读邮件、等待回复的邮件
Enrichment	夜间动态：你所负责客户的融资、招聘和新闻

没有连接器？ 没问题。告诉我你的会议和交易情况，我会为你整理简报。

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输出格式

# Daily Briefing | [Day, Month Date]

---

## #1 Priority

**[Most important thing to do today]**
[Why it matters and what to do about it]

---

## Today's Numbers

| Open Pipeline | Closing This Month | Meetings Today | Action Items |
|---------------|-------------------|----------------|--------------|
| $[X] | $[X] | [N] | [N] |

---

## Today's Meetings

### [Time] — [Company] ([Meeting Type])
**Attendees:** [Names]
**Context:** [One-line: deal status, last touch, what's at stake]
**Prep:** [Quick action before this meeting]

### [Time] — [Company] ([Meeting Type])
**Attendees:** [Names]
**Context:** [One-line context]
**Prep:** [Quick action]

*Run `call-prep [company]` for detailed meeting prep*

---

## Pipeline Alerts

### Needs Attention
| Deal | Stage | Amount | Alert | Action |
|------|-------|--------|-------|--------|
| [Deal] | [Stage] | $[X] | [Why flagged] | [What to do] |

### Closing This Week
| Deal | Close Date | Amount | Confidence | Blocker |
|------|------------|--------|------------|---------|
| [Deal] | [Date] | $[X] | [H/M/L] | [If any] |

---

## Email Priorities

### Needs Response
| From | Subject | Received |
|------|---------|----------|
| [Name @ Company] | [Subject] | [Time] |

### Waiting On Reply
| To | Subject | Sent | Days Waiting |
|----|---------|------|--------------|
| [Name @ Company] | [Subject] | [Date] | [N] |

---

## Suggested Actions

1. **[Action]** — [Why now]
2. **[Action]** — [Why now]
3. **[Action]** — [Why now]

---

*Run `call-prep [company]` before your meetings*
*Run `call-follow-up` after each call*

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执行流程

步骤 1：收集背景信息

有可用连接器时：

1. Calendar → Get today's events
   - Filter to external meetings (non-company attendees)
   - Pull: time, title, attendees, description

2. CRM → Query your pipeline
   - Open opportunities owned by you
   - Flag: closing this week, no activity 7+ days, slipped dates
   - Get: overdue tasks, upcoming tasks

3. Email → Check priority messages
   - Unread from opportunity contact domains
   - Sent messages with no reply (3+ days)

4. Enrichment → Check signals (if available)
   - Funding, hiring, news on open accounts

没有连接器时：

Ask user:
1. "What meetings do you have today?"
2. "What deals are you focused on? Any closing soon or needing attention?"
3. "Anything urgent I should know about?"

Work with whatever they provide.

步骤 2：确定优先级

Priority ranking:
1. URGENT: Deal closing today/tomorrow not yet won
2. HIGH: Meeting today with high-value opportunity
3. HIGH: Unread email from decision-maker
4. MEDIUM: Deal closing this week
5. MEDIUM: Stale deal (7+ days no activity)
6. LOW: Tasks due this week

Select #1 Priority:
- If meeting with >$50K deal today → prep that
- If deal closing today → focus on close
- If urgent email from buyer → respond first
- Else → highest-value stale deal

步骤 3：生成简报

Assemble sections based on available data:

1. #1 Priority — Always include (even if simple)
2. Today's Numbers — If CRM connected, otherwise skip
3. Today's Meetings — From calendar or user input
4. Pipeline Alerts — If CRM connected
5. Email Priorities — If email connected
6. Suggested Actions — Always include top 3 actions

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快速模式

说“快速简报”或“总结今天”即可获取精简版：

# Quick Brief | [Date]

**#1:** [Priority action]

**Meetings:** [N] — [Company 1], [Company 2], [Company 3]

**Alerts:**
- [Alert 1]
- [Alert 2]

**Do Now:** [Single most important action]

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日终模式

最后一场会议结束后，说“总结今天的工作”或“日终总结”：

# End of Day | [Date]

**Completed:**
- [Meeting 1] — [Outcome]
- [Meeting 2] — [Outcome]

**Pipeline Changes:**
- [Deal] moved to [Stage]

**Tomorrow's Focus:**
- [Priority 1]
- [Priority 2]

**Open Loops:**
- [ ] [Unfinished item needing follow-up]

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提示

1. 先连接日历 — 最省时间
2. 再添加 CRM — 解锁销售管道提醒
3. 即使没有连接器 — 只要告诉我你的会议，我就能帮你确定优先级

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相关技能

• call-prep — 为任何特定会议做深入准备
• call-follow-up — 整理通话后的笔记
• account-research — 首次会议前研究公司