Account brief in SlackSkill · account-research

Research an account

The company, the people, past mail and calls, and open deals, before you talk to them.

Layer 01

What you say to StellarFirm

Research Acme before my call on Thursday.

Layer 02

What StellarFirm tells the worker

Gather what the company does, who you are meeting, past mail and meetings, and any open opportunity. Name the source of every fact.

Use Apollo.io, the CRM, Fireflies call notes, and Gmail when connected. Never invent a person, a number, or a quote.

Reply in Slack. Nothing is sent.

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