Revenue Briefing Kit

by Revenue Loopself serveSetup: 4-8 hours0 downloads

Reads a name, company, calendar invite, meeting notes or a requirements brief, plus your own pricing table, and produces a fit-or-disqualify qualification brief, a dated one-page pre-call brief and a structured recap, and an approval-ready proposal draft. It optionally reads HubSpot for CRM context, keeps every factual claim dated and sourced, and never invents a price. You configure what you sell, your ICP, proof points and the pricing-table path on first run; the kit reads and recommends only.

Included assets

revenue-briefing-kit.skill - installable Claude skill running all three stages and their component library
implementation-blueprint.md - the end-to-end operating manual for the full motion
proposal-prompt-pack.md - system prompts and tone variants for proposal drafting
call-recap-templates.md - post-call recap templates that feed the proposal stage
setup-guide.md - install and first-run walkthrough
environment-variables.md - configuration and pricing-table setup
research-notes.md - cited research behind the ROI framing

Capabilities

lead-scoringproposal-draftingmeeting-recaps

Setup requirements

Cowork or Claude Code (both persist your settings between sessions; the Claude app runs the skill but cannot save setup)
Web search enabled for the research in the qualify and meeting stages
A pricing table as CSV or JSON for the proposal stage
Meeting notes or a transcript for the recap stage; optional HubSpot connector for CRM context

Support includes

Self-serve setup guide with a step-by-step first-run walkthrough
Playbook customization guide via the component-library reference
Troubleshooting section for research, pricing-table and thin-footprint issues

Implementation context

Target use case

Lead Qualification

retail20-30% improvement in sales productivity

Target use case

Meeting Summarization

real estate10-15 minutes saved per meeting

Target use case

Proposal and Quote Generation

real estate30-50% reduction in proposal creation time

Package contents

v1.0.0

call-recap-templates.md
document · 1 KB
Environment Variables Guide
document · 2 KB
implementation-blueprint.md
document · 2 KB
proposal-prompt-pack.md
document · 2 KB
Research Notes
document · 3 KB
Claude Skill Package
repo archive · 11 KB
Step-by-Step Setup Guide
document · 3 KB

Revenue Briefing Kit

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Lead Qualification

Meeting Summarization

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy

Revenue Briefing Kit

Included assets

Capabilities

Setup requirements

Support includes

Implementation context

Lead Qualification

Meeting Summarization

Proposal and Quote Generation

Package contents

Browse automation packs that are ready to buy