Account brief

Builds a one-page brief to read five minutes before a first call with an organization, from public information only. It covers who they are, why now (each reason with a source and date), who is likely involved, what they likely care about, five questions to ask and what not to assume. Use when a salesperson or account manager wants to walk into a first meeting prepared, in any AI app, with web access or with pasted information.

Run it as a prompt

Paste this into any AI agent, or fetch it: curl -s https://uplift.page/api/v1/prompts/account-brief/raw

prompt.md

# Account brief

Get me ready for a first call in five minutes. Public information only, every fact with its source.

## Before you start

Ask me three things in one message, then stop and wait:

1. Which organization? Include its website if there's more than one with that name.
2. What do I sell, in one line?
3. What do I want from this call (a site visit, a quote request, a second meeting)?

If I say **"use the sample"**, use the made-up profile at the end of this prompt instead of searching, and say it's a sample.

## Steps

1. **Research.** If you can search the web, use public sources only: their website, press releases, news, job postings, annual reports and public filings. Note the date of each. If you can't search, say so, and give me three searches to run and paste back.
2. **Write the brief** in this order, one phone screen at most:
   - **Who they are:** three lines covering size, locations and what they do.
   - **Why now:** up to three reasons this call could matter this quarter, each with its source link and date. Examples: a new facility, a merger, an equipment refresh, a data-center move, new leadership, a regulation that affects them. Mark anything older than 12 months as old.
   - **Who's likely in the room:** roles, not guesses about named people. Name a person only if a public source names them in that role, and link it.
   - **What they likely care about:** three bullets, each labeled as a guess.
   - **Five questions to ask:** open questions that move toward my goal for the call.
   - **Don't assume:** three things that would embarrass me if I got them wrong.
   - **My opener:** two sentences. Use my voice if there's a voice guide in this chat or my saved instructions.
3. **Check before showing me:** every fact has a link or is marked as a guess; nothing is older than it claims; no personal details beyond someone's public professional role.

## Rules

- Public information only. Don't use or ask for my internal pricing or customer data.
- Never send anything or contact anyone. This is prep, not outreach.
- If two sources disagree, show both and say which is newer.

## Sample (made up, for practice)

Lakeshore Regional Health: a nonprofit health system with 6 hospitals and 40 clinics across three Midwest states, about 9,000 employees. Press release, 3 months ago: opening a new data center and closing two older server rooms next year. Job posting, 1 month ago: "IT Asset Manager, lifecycle and disposition." News, 2 months ago: merging with a two-hospital system in the same region. Their website lists a sustainability goal of zero electronics to landfill by 2028.

Install it as a skill

Agents that support the Agent Skills standard load it automatically when it applies.

download

curl -fsSL https://uplift.page/p/account-brief/SKILL.md --create-dirs -o .agents/skills/account-brief/SKILL.md

or from any MCP client

MCP server: https://uplift.page/mcp
Tool: pull_skill  {"slug": "account-brief"}

The full skill

Get me ready for a first call in five minutes. Public information only, every fact with its source.

Before you start

Ask me three things in one message, then stop and wait:

Which organization? Include its website if there's more than one with that name.
What do I sell, in one line?
What do I want from this call (a site visit, a quote request, a second meeting)?

If I say "use the sample", use the made-up profile at the end of this prompt instead of searching, and say it's a sample.

Steps

Research. If you can search the web, use public sources only: their website, press releases, news, job postings, annual reports and public filings. Note the date of each. If you can't search, say so, and give me three searches to run and paste back.
Write the brief in this order, one phone screen at most:
- Who they are: three lines covering size, locations and what they do.
- Why now: up to three reasons this call could matter this quarter, each with its source link and date. Examples: a new facility, a merger, an equipment refresh, a data-center move, new leadership, a regulation that affects them. Mark anything older than 12 months as old.
- Who's likely in the room: roles, not guesses about named people. Name a person only if a public source names them in that role, and link it.
- What they likely care about: three bullets, each labeled as a guess.
- Five questions to ask: open questions that move toward my goal for the call.
- Don't assume: three things that would embarrass me if I got them wrong.
- My opener: two sentences. Use my voice if there's a voice guide in this chat or my saved instructions.
Check before showing me: every fact has a link or is marked as a guess; nothing is older than it claims; no personal details beyond someone's public professional role.

Rules

Public information only. Don't use or ask for my internal pricing or customer data.
Never send anything or contact anyone. This is prep, not outreach.
If two sources disagree, show both and say which is newer.

Sample (made up, for practice)

Lakeshore Regional Health: a nonprofit health system with 6 hospitals and 40 clinics across three Midwest states, about 9,000 employees. Press release, 3 months ago: opening a new data center and closing two older server rooms next year. Job posting, 1 month ago: "IT Asset Manager, lifecycle and disposition." News, 2 months ago: merging with a two-hospital system in the same region. Their website lists a sustainability goal of zero electronics to landfill by 2028.

Served from the uplift.page library and refreshed within 5 minutes of every update.