executive-briefings

Executive Briefings Skill

Prepare for high-stakes executive interactions with comprehensive briefing materials.

Purpose

Ensure every executive interaction is impactful, builds relationship equity, and advances strategic objectives.

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Required Integrations

Setup: Connect these data sources to enable full functionality. Claude will prompt you to connect any missing integrations when you use this skill.

Data Sources

# EXECUTIVE BRIEFINGS DATA SOURCES
# Configure the sources relevant to your executive engagement needs

# Enterprise Search (searches across all internal sources)
- source: enterprise_search
  connector: "{{GLEAN | MOVEWORKS | ELASTIC}}"
  data:
    - internal_docs
    - wiki_content
    - shared_drives
    - slack_history

# Executive Intelligence
- source: linkedin
  connector: "{{LINKEDIN_SALES_NAVIGATOR | LINKEDIN}}"
  data:
    - executive_profiles
    - career_history
    - recent_posts
    - connections
    - speaking_engagements

# Company Intelligence
- source: company_research
  sources:
    - crunchbase
    - news_search
    - sec_filings
  data:
    - company_news
    - earnings_calls
    - strategic_initiatives

# CRM & Relationship Data
- source: crm
  connector: "{{SALESFORCE | HUBSPOT}}"
  data:
    - account_history
    - executive_contacts
    - previous_interactions
    - open_opportunities
    - relationship_notes

# Call History
- source: call_recordings
  connector: "{{GONG | CHORUS | CLARI}}"
  data:
    - previous_executive_calls
    - key_topics
    - commitments_made
    - sentiment

# Calendar Context
- source: calendar
  connector: "{{GOOGLE_CALENDAR | OUTLOOK_CALENDAR}}"
  data:
    - meeting_details
    - attendees
    - agenda

# Internal Strategy Docs
- source: internal_docs
  connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION | CONFLUENCE}}"
  paths:
    - "/Sales/Strategic Accounts/"
    - "/Sales/Executive Engagement/"
    - "/Customer Success/Executive Sponsors/"

Output Destinations

# Where to deliver executive briefing outputs
outputs:
  # Always available - display in Claude UI
  - type: display
    enabled: true

  # Save to account folder
  - type: documents
    connector: "{{GOOGLE_DRIVE | SHAREPOINT | NOTION}}"
    destination: "/Sales/Executive Briefings/"

  # Update CRM with notes
  - type: crm
    connector: "{{SALESFORCE | HUBSPOT}}"
    actions:
      - log_meeting_prep
      - update_contact_intel

  # Send brief before meeting
  - type: email
    connector: "{{GMAIL | OUTLOOK}}"
    action: draft_to_self

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Instructions for Claude

IMPORTANT: Before executing this skill, you MUST validate the configuration above.

Pre-Execution Checklist

1. Check for placeholder values: Scan the YAML configuration for any {{...}} placeholders. These indicate required configuration that the user must provide.

2. Validate data sources: For each data source listed:

   • If a connector field shows {{OPTIONS}} format, ask the user which option they use
   • If URLs, paths, or names contain {{PLACEHOLDER}}, ask the user to provide actual values
   • Verify any required MCP servers are connected and available

3. Validate output destinations: For any output type beyond display:

   • Confirm the connector is available as an MCP server
   • Ensure destination paths/channels are configured (not placeholders)

If Configuration is Incomplete

Do not proceed with the skill. Instead:

1. List the specific missing or placeholder values found
2. Explain what each value is needed for
3. Ask the user to provide the missing configuration
4. Offer to help them set up the required MCP integrations

Example response when config is incomplete:

Before I can run this skill, I need some configuration:

**Missing values:**
- [List specific {{PLACEHOLDER}} values found]

**MCP connections needed:**
- [List required connectors not yet available]

Please provide these values, or let me know which data sources you'd like to skip.

Minimum Requirements

At minimum, this skill requires:

• Account name and executive role/name
• Meeting context or objective
• display output enabled (always available)
• Web search provides executive background and company news without additional setup

Enhanced functionality requires:

• CRM for account history and deal context
• LinkedIn for executive background and connections
• News/SEC filings for company intelligence
• Call recordings for relationship history

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Scheduling & Automation with Taizen

Automate this skill: Schedule automated executive briefing preparation with Taizen. Create a free account to set up automated agents that run on your schedule.

How It Works

The Taizen MCP server accepts natural language requests to schedule agents. Simply describe what you want to automate:

48 hours before any meeting with a C-level or VP executive on my calendar,
automatically generate a comprehensive executive briefing including their
profile, company context, and relationship history. DM me on Slack.

Taizen will:

1. Read this skill's definition to understand the capabilities
2. Create a recurring agent with your specified schedule
3. Execute the task and deliver results to your configured destinations

Example Natural Language Requests

Executive Meeting Auto-Prep:

48 hours before any meeting with a CEO, CFO, CTO, CMO, or VP on my calendar,
automatically generate an executive briefing including their profile, company
context, relationship history, and recommended approach. Send it via Slack DM.

QBR Executive Prep:

When a QBR is scheduled, generate an executive briefing with relationship
history, account health, strategic talking points, and expansion opportunities.
Send to the CSM and save to our QBR Materials folder.

Weekly Executive Engagement Summary:

Every Monday at 8am, summarize all upcoming executive meetings this week
with key context and preparation priorities. Post to #executive-engagement.

Post-Meeting Follow-Up:

After any meeting with an executive ends, generate a follow-up email draft
and suggest CRM updates based on the meeting context. DM the meeting owner.

Setting Up Taizen Automation

1. Create Account: Sign up at usetaizen.com
2. Connect MCP: Add the Taizen MCP integration in your Claude settings and authenticate
3. Connect Calendar: Link your Google Calendar or Outlook
4. Schedule Agent: Describe your automation in natural language
5. Taizen Reads Skill: The agent receives this skill's full definition to understand what it can do

Technical Details

When scheduling via Taizen MCP, Claude will:

1. Read this SKILL.md file to get the full skill definition
2. Call Taizen MCP with the skill content included

Parameter	Description	Example
task	Natural language description of what to do	"Generate executive briefing with profile and approach"
schedule	When to run (cron or trigger)	"48 hours before calendar events with VPs"
skill_content	Object containing primary skill and referenced skills	See structure below
outputs	Where to send results	"Slack DM, Google Drive"
executive_levels	Which titles to trigger on	"CEO, CFO, CTO, VP"

skill_content structure:

skill_content:
  primary:
    name: "executive-briefings"
    content: "<full content of this SKILL.md>"
  referenced:
    - name: "product-context"
      content: "<full content of product-context SKILL.md>"

Note to Claude: When a user asks to schedule this skill with Taizen, read this entire SKILL.md file and pass it as skill_content.primary. Also read any referenced background skills (like product-context) and include them in skill_content.referenced.

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Engagement Types

1. Executive Briefing Document

One-on-one or small group meetings with senior executives:

Components:

• Executive Profile: Background, priorities, communication style
• Relationship History: Previous interactions, agreements, open items
• Business Context: Their current challenges and strategic initiatives
• Meeting Objectives: What we want to achieve
• Key Messages: 2-3 points to land
• Anticipated Questions: What they'll likely ask
• Ask/Commitment: What we want from them

2. Event Talk Track

Sponsored events, dinners, or executive gatherings:

Components:

• Event Context: Format, attendees, your role
• Conversation Starters: Industry-relevant opening topics
• Key Talking Points: Messages to weave in naturally
• Attendee Briefs: Quick profiles of key attendees
• Relationship Goals: Connections to strengthen or create
• Follow-Up Plan: How to capitalize on the event

3. Executive Advisory Board Prep

Customer advisory boards and executive councils:

Components:

• Board Composition: Who's attending and their perspectives
• Agenda & Objectives: What the session aims to accomplish
• Discussion Guide: Questions to drive valuable dialogue
• Input Needed: Specific feedback or guidance sought
• Sensitive Topics: What to avoid or handle carefully
• Action Planning: How insights will be used

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Executive Communication Principles

Do:

• Lead with business impact, not features
• Use their time efficiently
• Bring an informed point of view
• Ask for something specific
• Follow up promptly

Don't:

• Waste time with basics they already know
• Read from slides
• Oversell or overpromise
• Ignore their questions to stick to script
• Leave without clear next steps

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How to Use This Skill

Invoke with natural language describing what you need:

Executive Meetings

• "Prepare me for my meeting with the CFO at Acme Corp tomorrow"
• "Executive briefing for Sarah Chen, CHRO at TechCorp"
• "Help me prep for a call with the CEO of Nike"

Event Prep

• "Prepare talk tracks for the executive dinner at the conference"
• "Who should I prioritize at the industry event next week?"
• "Generate conversation starters for the CEO roundtable"

Advisory Boards

• "Help me prepare for our customer advisory board meeting"
• "Generate discussion guide for the executive council session"

Follow-Up

• "Help me draft a follow-up email to the CTO after our meeting"
• "What should I send to the executives I met at the event?"

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Output Format

Executive Briefing

## Executive Briefing: [Name], [Title] - [Company]

**Created**: [Date]
**Data Sources Used**: [LinkedIn, CRM, News, Gong, etc.]

---

### Executive Profile
- **Background**: [Career history, education, notable achievements]
- **Tenure**: [Time in role, time at company]
- **Priorities**: [What they're focused on - from news, LinkedIn, calls]
- **Communication Style**: [How they prefer to engage]
- **Hot Buttons**: [What to emphasize, what to avoid]

### Recent Activity
*From LinkedIn, news, and internal data:*
- [Recent post or activity]
- [News mention or company announcement]
- [Relevant career milestone]

### Relationship Context
- **History**: [Previous interactions from CRM]
- **Current Status**: [Relationship health]
- **Open Items**: [Commitments, pending items]
- **Champions/Detractors**: [Internal allies and blockers]

### Company Context
- **Recent News**: [Relevant headlines]
- **Strategic Priorities**: [From earnings, news, job postings]
- **Challenges**: [Known issues they're facing]

---

### Meeting Objectives
1. [Primary objective]
2. [Secondary objective]
3. [Tertiary objective]

### Key Messages
1. [Message 1]: [Supporting point]
2. [Message 2]: [Supporting point]
3. [Message 3]: [Supporting point]

### Anticipated Questions & Responses
| Question | Response |
|----------|----------|
| [Question they'll likely ask] | [How to respond] |
| [Question they'll likely ask] | [How to respond] |

### The Ask
- **Primary Ask**: [What we want]
- **Fallback Ask**: [If primary isn't achievable]
- **Give to Get**: [What we're offering in return]

### Meeting Flow
1. [Opening - 2 min]: [What to say/do]
2. [Context Setting - 3 min]: [What to cover]
3. [Core Discussion - 15 min]: [Key topics]
4. [Ask/Commitment - 5 min]: [How to position]
5. [Close - 2 min]: [Next steps]

### Risk Factors
- [Risk 1]: [Mitigation]
- [Risk 2]: [Mitigation]

### Success Criteria
- [ ] [What makes this meeting successful]
- [ ] [Specific outcome to achieve]

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### Quick Reference Card

**Open with**: "[Personalized opener based on recent activity]"
**Key question**: "[Most important question to ask]"
**Main message**: "[Core point to land]"
**Ask for**: "[Specific commitment]"
**Avoid**: "[Topics to steer away from]"

Event Talk Track

## Event Prep: [Event Name]

**Created**: [Date]
**Data Sources Used**: [Attendee list, LinkedIn, CRM, etc.]

---

### Event Overview
- **Event**: [Name and type]
- **Date/Time**: [When]
- **Format**: [Dinner, cocktails, conference, etc.]
- **Your Role**: [Host, sponsor, attendee]

### Key Attendees

| Name | Title | Company | Priority | Intel |
|------|-------|---------|----------|-------|
| [Name] | [Title] | [Company] | [High/Med/Low] | [Key context] |

### Conversation Starters
1. [Industry topic that's timely and relevant]
2. [Shared challenge executives are facing]
3. [Recent news worth discussing]

### Key Messages to Weave In
- [Message 1]: [When/how to introduce naturally]
- [Message 2]: [When/how to introduce naturally]

### Relationship Goals
- **Strengthen**: [Existing relationships to deepen]
- **Create**: [New connections to make]
- **Repair**: [Any relationships needing attention]

### Follow-Up Plan
| Attendee | Follow-Up Action | Timeline |
|----------|------------------|----------|
| [Name] | [Specific action] | [When] |

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Automation Options

When configured with integrations, this skill can:

1. Auto-prep for executive meetings - Generate briefings when executive meetings appear on calendar
2. Executive alerts - Notify when executives post on LinkedIn or appear in news
3. Relationship tracking - Monitor engagement frequency with key executives
4. Follow-up reminders - Prompt for follow-ups after executive interactions
5. Event preparation - Automatically research attendees before events