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Map the buying group

Find the champion and the person who signs, and learn how they will decide.

For Account executive · Parallel readers, one writer

What should be pulled out of your notes?

One line is enough. Step 1 asks the rest in your AI app, and nothing is done until you approve the brief it writes.

It never leaves this computer: not uploaded to Cheatcode, never used to train a model. Your AI app reads it from the case folder.

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Start

Step 1 asks anything else it needs, in your AI app. Nothing you write here or put in the case folder comes to Cheatcode.

In the case folder's materials/: The transcripts, notes, tickets or documents to read.

The 4 steps

  1. 01

    Check the materials and schema

    Then you approve, before the next step starts.

  2. 02

    Extract per file

  3. 03

    Merge and verify

    Then you approve, before the next step starts.

  4. 04

    Write up

How it does this well

Map one extractor per file into a fixed schema, reduce in code, verify every quote. Not found and out of scope are valid answers here: it says so instead of guessing.

How the field does this well
  • Research in a waterfall: the cheapest source first, move on only when it returns nothing usable, validate before use.
  • Specify for every lookup what to find, where, the format, and what to return when it is not found.
  • Build briefs section by section from named sources, with the buyer's own words where they exist.
  • A wrong fact is worse than a missing one: not found is an allowed answer.
Ground it first

Ask for, or look in materials/ for: the ideal customer profile, the offer, and the accounts or deals in question. If there is none, say plainly that the result rests on general defaults, and name them.

What stays with the person

Which accounts to pursue, the message actually sent, and relationship judgment. Prepare these; never decide them.

The check that makes it trustworthy

Every personalization fact carries its source and date, and a sample is spot checked before anything goes out.

The person's own data

If the person has connected Salesforce, HubSpot, Gong, Google Drive / Docs / Sheets, Slack, read their data through that connector instead of asking for exports, and say which source each number or fact came from. Without one, work from materials/.

The agents

extractor
Extracts structured items from one file of a Cheatcode case into a fixed schema, each with its exact quote and location.

Where things stay

On your computer
Your files in materials/, every result in outputs/, the work itself. It runs in your AI app, on the plan you already pay for.
With Cheatcode
The steps, the gates and how far each case has come, so a case survives closing the app. See your cases.