FSP Sales Intelligence Brief

Your Operating Company

Call Type / Primary Objective

Who Are You Meeting? (affects strategy and talking points)

📎 Customer Files (optional — prior proposals, quotes, emails, notes — PDF, Word, Excel, TXT)

Drop files here or click to browse
Claude will read and incorporate into the brief

Contact Name

Job Title

Company / Organization Name

Address / City, State

Additional Context (optional — anything you already know)

⚙️ Advanced — Customize AI Prompt (session only — resets when you close or refresh)

⚠️ Changes here apply to your session only and reset automatically when you close or refresh the page. They do not affect other users.

System Prompt

User Prompt Template

Building your intelligence brief...

Researching company profile...