Start with the prep nobody has time for.
The account brief is the proven starting point — gathering approved sources, assembling the picture, and preparing the material before the conversation.
Agents assemble. People engage.
Agents gather and organize what the conversation needs. The person running it decides what matters, what to say, and what happens next.
Approved sources and CRM scope.
The workflow reads from the systems your organization approves and stays inside the limits set for it — including what it may update and what it may only read.
Begin with the brief.
One recurring preparation workflow — the account brief — shows the team what prepared work feels like before anything broader is designed.