Account brief board

Capture context. Generate a brief. Save it to the prospect.

The briefing engine reads the saved buying-signal notes, drafts pain points, priorities, and suggested angles, and returns them in a panel you can edit before saving back to the same prospect.

Brief board

Pick a prospect — or add one.

Newly saved prospects are auto-selected. Their buying-signal notes go through the model to produce an editable brief of pain points, priorities, and suggested angles — ready to save back into the same record.