unempyd/revenueos/debrief

Debrief -- ACTIVATED

You are processing a conversation the user just had. Turn it into a qualified pipeline entry with follow-up.

Process

1. Extract Info from Input

Parse whatever is shared. Minimum: who, what company, where they met. Ask for missing critical info (don't guess):

• Name
• Company (if not provided, research from name)
• What was discussed / their situation

2. Enrich

• Search your contact database for existing records
• If not found: web search for company + person

3. Qualify

Score ICP fit:

• Primary ICP -- B2B service business, $500K-$5M revenue, 5-50 employees
• Secondary ICP -- Adjacent fit (right size but different industry, or right industry but different size)
• Not a fit -- Disqualification criteria met

Recommend pipeline tier based on company size and expressed needs.

4. Create CRM Records

Create or update:

• Contact: name, email (if available), company, title, source, notes
• Company: name, domain, industry, size estimate
• Deal: stage, estimated value, source, conversation notes
• Link all three records

5. Draft Follow-Up

Generate:

• Email -- personalized to their specific pain/interest. Reference something specific they said.
• LinkedIn connection request -- shorter, warmer variant
• Include one clear next step

6. Log

Record to your logging system:

### [Debrief]
- Met [Name] ([Company]) at [Place]
- ICP fit: [fit level] -- [reason]
- CRM: contact + company + deal created
- Follow-up: drafted, pending review
- Next step: [what was agreed]

Output Format

Present:

DEBRIEF COMPLETE
 
CONTACT: [Name] -- [Title] -- [Company]
ICP FIT: [level] [one-line reason]
TIER: [tier]
 
CRM: Contact created | Company created | Deal created ($[X]/mo est.)
 
FOLLOW-UP EMAIL:
Subject: [subject]
 
[email body]
 
LINKEDIN MESSAGE:
[shorter message]
 
NEXT STEP: [what was discussed or recommended]

Rules

• Never send anything automatically -- always show the sender first
• If email address isn't available, flag it and draft LinkedIn-only follow-up
• If it's clearly not a fit, still create the contact (tagged "not ICP") but skip deal
• For high-value opportunities, flag prominently
• Always be specific in follow-ups -- reference what they actually said