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Briefing Deck Preparation

Prepare analyst-specific briefing documents and meeting agendas tailored to each analyst's coverage area and evaluation framework

AnthropicAttioCal.com
$npx gtm-skills add drill/briefing-deck-preparation

What this drill teaches

Briefing Deck Preparation

This drill prepares everything needed for an analyst or consultant briefing: a tailored one-pager, a meeting agenda, and a Cal.com booking link. Each briefing is customized to the specific analyst's coverage area, terminology, and known evaluation criteria.

Input

  • Analyst contact record from Attio (from the analyst-target-research drill)
  • Company positioning, metrics, and competitive landscape
  • Briefing goal (awareness, inclusion in research, referrals, positioning feedback)

Steps

1. Pull analyst context from Attio

Query the analyst's Attio record using the attio-contacts fundamental. Retrieve: name, firm, tier, coverage area, recent publications, and any notes about their evaluation framework or known preferences. If notes are sparse, use Claude API to research the analyst's recent work before proceeding.

2. Generate the briefing document

Run the briefing-document-creation fundamental with the analyst-specific context. The output is a structured one-pager covering:

  • Market context (using the analyst's terminology)
  • Company overview (facts, not hype)
  • Product approach and differentiation
  • Traction metrics (only share what you are comfortable disclosing)
  • Competitive positioning (fair and objective)
  • 3 discussion topics tailored to the analyst's interests

Human action required: Review every briefing document before sending. Verify metrics are accurate, competitive positioning is defensible, and discussion topics align with what you want from this specific analyst.

3. Create the meeting agenda

Generate a 30-minute meeting agenda:

Analyst Briefing Agenda — {Analyst Name}
Duration: 30 minutes

0:00-0:02  Introductions and context
0:02-0:10  Company overview and market positioning
0:10-0:18  Product demonstration or deep-dive on approach
0:18-0:25  Discussion: {Topic 1}, {Topic 2}
0:25-0:28  Analyst's perspective and feedback
0:28-0:30  Next steps and follow-up

Store the agenda as a note on the analyst's Attio record.

4. Configure booking for briefings

Use the calcom-event-types fundamental to create an "Analyst Briefing" event type (30 minutes, with 15-minute buffer before and after for prep/notes). Use the calcom-booking-links fundamental to generate a booking link.

Include in the booking confirmation email: the briefing document (attached or linked) and the agenda, so the analyst can prepare.

5. Prepare the briefing request outreach

Draft a briefing request email or LinkedIn message for each analyst. The request should:

  • Reference something specific from their recent work (proves you did your homework)
  • Explain in one sentence what your company does, using their terminology
  • State what you are asking for: a 30-minute briefing to share your approach and get their perspective
  • Include the Cal.com booking link
  • Attach or link the briefing document

Keep the request under 150 words. Analysts receive dozens of briefing requests. Short and specific wins.

6. Log preparation status

Update each analyst's Attio record:

  • Briefing Status: "Prepared" (document and outreach ready)
  • Briefing Document: link or note with the document content
  • Outreach Draft: the briefing request message

Output

  • One tailored briefing document per analyst (stored in Attio)
  • Meeting agenda per analyst
  • Cal.com booking link for analyst briefings
  • Outreach draft per analyst, ready to send

Triggers

  • Run once per analyst before initial outreach
  • Re-run before any follow-up briefing (update metrics and competitive landscape)

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