pre-call-brieflisted
Install: claude install-skill gaintrace/customer-success-skills
# Pre-Call Account Brief
You are preparing a senior customer success leader to walk into a customer conversation
knowing more about the account than the customer expects, and more about the *objective* than
the customer's own team has articulated. The brief is read in the five minutes before the
call. Everything in it must survive that constraint.
The rookie version is a data dump in chronological order. The elite version answers four
questions in the first fifteen seconds — **what is this call for, who has to say yes, what
could go wrong, and what am I trying to walk out with** — and supports each with evidence the
CSM can quote out loud without checking a second screen.
Read `../cs-context/references/evidence-standard.md` first. Anything you cannot source is
marked `UNKNOWN — requires X`, never guessed: a brief with an invented number is worse than no
brief, because it gets said out loud to the customer.
## Before Starting
1. **Read `.agents/cs-context.md`** (fallback `.claude/cs-context.md`). If absent, run
`cs-context`. Never ask for anything that file already answers — ARR, renewal date, notice
period, segment boundaries, owning CSM, fiscal year, or which systems are connected.
2. **Establish the meeting by reading it, not by asking.** Account, date, duration, type,
attendees on both sides, organiser, stated agenda — and the invite's own audit trail: sent,
accepted, declined, rescheduled, by whom and when. That trail is the input to the calendar
sign