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Run first meetings

Learn the buyer's problem and decide whether the deal is worth pursuing.

For Account executive · Knowledge pack

What are you preparing for?

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/: Anything about the situation, with other people's names left out.

The 4 steps

  1. 01

    Understand the situation

    Then you approve, before the next step starts.

  2. 02

    Prepare

  3. 03

    Practice

  4. 04

    Debrief plan

How it does this well

The person does the work live; the harness prepares and debriefs. 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/.

Also from finance
  • Detect variances, filter by materiality stated up front, explain each with the entries behind it, and assign an owner.
  • Tie out totals in code, never by the model.
  • Match with deterministic rules first and leave the rest unmatched for a person; never force a match.
  • Draft the narrative from plan, actuals and last period's commentary; the person supplies causality.
  • What stays with the person here: causal explanation of material variances, booking or approving entries, and sign off.
  • The check here: totals tie out in code, every explanation cites the entries that produce it, and unmatched items are listed.

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.