HG Insights|Phoenix

Pre-Call Brief

Turn 5 minutes between meetings into a cited cheat-sheet — facts, signals, stakeholders, openers.

Industrial enterprise · Data platform whitespace

Two major acquisitions, zero cloud data warehouse signal — a wide-open platform gap

$15.1B
M&A spend in 12 months · zero modern DWH detected
Altair (~$10B) + Dotmatics ($5.1B) added three distinct data paradigms — OT/IoT, PLM, Life Sciences — with no Snowflake, Databricks, or BigQuery signal in the stack.
Signal Detail Platform Implication
Altair + Dotmatics acquired 3 new data paradigms added in FY2025 Unified data layer urgently needed
Claude + HuggingFace (new) GenAI live in eng teams; no DWH underneath AI pipelines lack governed data foundation
6,000-role restructuring by 2027 CFO efficiency mandate active Consolidation is a CFO priority, not just IT
Open with this
“You closed Altair and Dotmatics in the same year — each brings its own data model. Where does that data live today, and how are teams connecting it to Xcelerator?”

Overview

Your sellers have 5 minutes between meetings to prep — and most use that time to skim LinkedIn. This workflow gives them a tight, elevator-readable cheat-sheet anchored in HG firmographic, technographic, and FAI data plus the latest SEC filings: 3 facts that matter, 3 fresh signals, 3 named stakeholders, and 3 opening questions calibrated to the meeting. Reads in 60 seconds; lands every claim with a citation.

Use cases

  • Back-to-back call days for your sellers

    Your AEs have 8 calls back-to-back and 5 minutes between each. This workflow turns Sunday-night prep across the whole week into 8 minutes total — pulls firmographic facts, recent SEC signals, named stakeholders from HG contact data, and tech-stack shifts from technographic intensity, all formatted for elevator reading. Sellers walk in prepared instead of skimming LinkedIn under the table.

  • Curve-ball meetings on 30 minutes notice

    When a meeting lands on your team's calendar 30 minutes before showtime, this workflow runs in under a minute and produces a brief tight enough to read on the way to the room. Every fact cites the HG tool that produced it; every opening question references a specific signal — so even a cold-into-prep AE walks in with credibility, not generic 'tell me about your business' filler.

View workflow prompt
# Pre-Call Brief

## Parameters

- `{{domain}}` *(required)* — Target company domain HG Insights uses for lookup. Example: `siemens.com`
- `{{meeting_context}}` *(optional)* — What the meeting is about — calibrates the opening questions. Example: `discovery for our data platform`

## Purpose
You are an AE walking into a meeting with {{domain}} in 5 minutes. Produce a tight, elevator-readable cheat-sheet (max ~600 words) that gives the AE everything they need to land the first 5 minutes: 3 firmographic anchors, 3 fresh signals, 3 named stakeholders, what's new in the tech stack, and 3 opening questions calibrated to {{meeting_context}}. No fluff — every line must earn its place.

## Process
1. **Firmographics** — call `company_firmographic` for {{domain}}. Capture HQ, employees, revenue (latest fiscal year), and any recent funding or major capital event.
2. **Recent signals** — call `sec_filing_section` for the latest 10-K MD&A and any 8-K from the last 90 days. For non-US filers, fall back to `web_search` against the company's IR / press page. Pick the 3 most consequential items: M&A, restructuring, leadership changes, big initiatives. Each item gets one sentence on *what it signals* for the buyer.
3. **Stakeholders** — call `company_fai` to identify the top buying-committee functions (which dept owns the relevant cloud workload tells you who the operational buyer is). Then list 3 named stakeholders by title. Include LinkedIn URLs only — never emails or phone numbers.
4. **Tech-stack movement** — call `company_technographic`. Surface anything *first-seen in the last 6 months* (new vendor adoption is a buying-window signal). Note any obvious gap (e.g. no Snowflake / Databricks for a data-heavy company) as whitespace.
5. **Opening questions** — write 3 questions calibrated to {{meeting_context}}. If {{meeting_context}} is empty, default to generic discovery: one question on data fragmentation post-M&A (if there is M&A), one on the tech-stack movement you found, one on the named pain in their most recent filing.

## Output Format
Tight Markdown. Max ~600 words. Sections in order:
- `# ⚡ {{domain}} — AE Cheat Sheet`
- `## 1 · Firmographic Facts That Matter` (3-row table: Fact / Detail / Source)
- `## 2 · 3 Most Recent News Items & What They Signal` (3 items, each: bold lead-in + one signal sentence + source)
- `## 3 · Top 3 Stakeholders to Name-Drop` (table: Name / Title / Why They Matter, with LinkedIn URLs)
- `## 4 · Tech Stack — What's New (Last 6 Months)` (bullets with first-seen dates + notable gap callout)
- `## 5 · Three Opening Discovery Questions` (3 numbered blockquotes)
- Closing source-attribution line

## Quality Checklist
- Total length ≤600 words (excluding tables, but tables count toward the elevator-readable test)
- Every fact cites a source (HG product, SEC filing, web URL)
- Stakeholders carry LinkedIn URLs only — no emails / phones
- Opening questions reference a specific signal from sections 2 or 4, not generic discovery
- Tech-stack section surfaces ≥1 *first-seen <6 months ago* item if available
- No fabricated data — if HG is sparse on a non-US filer, the source line says so explicitly