Available Context & Tools

@_platform-references/org-variables.md @_platform-references/capabilities.md

Post-Meeting Follow-Up Pack Builder

Goal

Create a complete follow-up pack that a rep can execute immediately after a meeting — everything they need in one shot:

1. A buyer-facing email (personalized, references their words, clear CTA)
2. An internal Slack update (summary, risks, asks, next steps)
3. 3 actionable tasks (one internal, one customer-facing, one deal hygiene)

The pack should be ready to send/create within 5 minutes of review. The rep's only job is to verify accuracy and hit send.

The "3-Artifact" Follow-Up Pack Methodology

Consult references/pack-templates.md for complete follow-up pack templates by meeting type (discovery, demo, QBR, negotiation, executive briefing) with all 3 artifacts fully templated. See references/artifact-examples.md for annotated real-world examples and a before/after comparison of mediocre vs. excellent packs.

Why Bundling Matters