AI skill · Volume 1 · Workflow W1
How do you brief a seller on a TIC account without guesswork?
It writes a cited briefing on an account in eight sections, or a 150-word flash brief before a meeting.
It is workflow W1 of the twelve in The AI-Augmented TIC Sales Machine, sold on its own as one AI skill file (.zip) with a two-page start-here guide. Everything it writes is a draft for a person to check.
What you give it, and what comes back.
You attach: the company to brief on and your CRM extract.
You get back: An eight-section account briefing, and a flash brief before a meeting.
It does not: search the internet. It reads only what you attach.
Your firm's name and service lines, the company to brief on, and your CRM extract for it. For the flash brief, also the account briefing and the meeting's purpose, attendees and history.
One run, start to finish
What it looks like when you use it.
Run in Claude (Opus 5, high effort), in our own Claude account with the skill installed on 20 September 2026. The firm, the account and the CRM extract are invented for this example, and the run is shown as it came back, unedited. The EU law it cites is real. Your assistant's wording will differ: AI answers change between assistants and between runs.
input · what was given to the skill
Our firm. Harbourline Testing Services: electrical safety, EMC and food contact testing for household appliances.
The CRM extract, invented. MixerExample Ltd, kitchen appliance maker, head office in Utrecht, two plants. Three contacts: quality manager, purchasing officer, a product manager met once. Last 24 months: 14 test jobs, all electrical safety; two EMC jobs lost to another laboratory on lead time; one complaint about a delayed report in March; the annual testing agreement renews in four months. They mention retailer audits often, and asked twice about food contact testing, which we never followed up.
output · what came back
Internal briefing only. Never send to the customer. Every unverified point is flagged.
Read this first. I searched for MixerExample Ltd and found no public record of the company. You told me the CRM extract is invented, so sections 1 to 4 rest on the extract alone, plus public EU law. There is no company website, registry entry, certificate register or news item behind this brief. For a real account, sections 1, 3 and 4 would carry external citations, and their absence here is the main limitation of this output.
what to notice
The first paragraph is the one that matters. Asked to brief on a company that does not exist, the skill went looking, found nothing, said so at the top, and then told you exactly which sections are weaker because of it. A briefing tool that invents a plausible company profile is worse than useless in a trust business; this one marks the hole and hands it back.
Notice also what it did with the relationship history: it counted the jobs, worked out the gap between them and labelled that as its own arithmetic, and read the pattern — one service line in a three-service account, EMC lost on speed, food contact ignored twice. The opening line it suggests starts with our own failure, not with a product.
The skill, or the report?
This workflow is not sold on its own. It comes with The AI-Augmented TIC Sales Machine, which sets out the method and the evidence for all twelve of its workflows, and every licence includes all twelve as ready-made skill files at no extra cost.