Executive Briefing Doc
Hand your champion a CEO briefing that survives the 30-second skim and the CFO's red pen.
30 fragmented BI tools signal the GE cautionary tale — not the Schneider consolidation lead
| Company | Stack Pattern | Convergence Layer |
|---|---|---|
| 🎯 Your Account | Fragmented — 30 tools | None designated |
| Schneider Electric | Consolidating — 2024 move | Oracle Analytics Cloud |
| Honeywell | Federated-but-connected | Spark + Tableau co-signal |
Overview
When your champion forwards your pitch upward, it gets shredded by the CFO's red pen. This workflow generates a board-deck-tone briefing tied to the CEO's own strategic vocabulary from recent 10-K MD&A and earnings transcripts, anchored in HG company_spend numbers at the prospect's scale, with peer-anchored competitive context. Max 1200 words. The doc survives the 30-second skim and the red pen.
Use cases
Champion enablement that converts internally
Your champion is forwarding your pitch upward, but their CEO doesn't speak buyer-talk. This workflow translates your value prop into the language of the CEO's own 10-K MD&A and recent earnings calls — tying ROI claims to specific HG company_spend categories at the prospect's scale, and naming peers that already moved. The doc reads like a board memo their CEO would write, not a vendor pitch deck.
Stalled-deal escalation with strategic altitude
When a deal stalls in late stage, the original POC narrative no longer carries it. This workflow re-frames the deal as a strategic priority — pulling the prospect's recent 8-K and proxy disclosures, the competitive moves of named peers, and the spend gap your platform addresses. The escalation pitch shifts from 'we ran a successful POC' to 'this directly enables your stated FY26 priority.'
View workflow prompt
# Executive Briefing Doc
## Parameters
- `{{domain}}` *(required)* — Target company domain HG Insights uses for lookup. Example: `siemens.com`
- `{{product_pitch}}` *(required)* — One-paragraph product pitch your champion is forwarding upward. Example: `A unified data platform that consolidates 5 point-solutions into one source of truth`
## Purpose
You are writing a briefing doc for the CEO of {{domain}}, framed as if a champion is forwarding it upward. The deal context is {{product_pitch}}. Tone is direct, board-deck-like — every claim cited, no filler. Maximum 1200 words.
## Process
1. **Public strategy scan** — call `sec_filing_section` for the latest 10-K MD&A and `sec_full_text_search` for the most recent earnings transcript or letter to shareholders. Capture the CEO's *own framing* of strategic priorities. The brief must speak that language.
2. **Strategic context** — explain why {{product_pitch}} matters now: tie it to a named strategic priority from the public filings, a recent material event (M&A, restructuring), or a publicly disclosed initiative.
3. **Competitive landscape** — call `company_technographic` on 3-5 peer companies (use `search_companies` to find them). Surface where peers are moving on this category and where {{domain}} is not — or vice versa.
4. **ROI framing** — pull `company_spend` and `company_firmographic` for {{domain}}. Translate {{product_pitch}}'s value into concrete numbers tied to the target's scale: % of relevant spend category, headcount-multiplied savings, revenue-anchored upside.
5. **Decision criteria** — frame "what good looks like" in CEO language: outcomes (not features), risks mitigated, time-to-impact in quarters not weeks.
6. **Next step** — articulate exactly what the champion is asking for: a specific meeting, a specific decision, a specific resource — not "let's discuss."
## Output Format
Markdown with these sections in order, max 1200 words total:
- `# 📋 {{domain}} CEO Briefing — {{product_pitch}}` (one-line subhead with deal context)
- `## Executive Summary` (3 bullets, ≤60 words total)
- `## Strategic Context` (3 paragraphs max, every claim cites a 10-K / press release / earnings call)
- `## Competitive Landscape` (table or 3-paragraph comparison naming peers)
- `## ROI Framing` (concrete numbers — table or 2-3 paragraphs with named scale anchors)
- `## Decision Criteria` (3-5 bullets in CEO language: outcomes, risks, time-horizon)
- `## Next Step` (one paragraph, named ask)
## Quality Checklist
- Total length ≤1200 words (Executive Summary alone ≤60)
- Strategic context cites the CEO's own strategic vocabulary, not generic industry terms
- Every ROI number anchors to a real `company_spend` or `company_firmographic` figure
- Competitive landscape names ≥2 peers and states what they did or didn't do, not "industry trend"
- Next-step paragraph names the ask specifically (e.g., "30 minutes with Hanna Hennig in week of …")
- No fabricated data — flag any number sourced from `web_search` rather than HG