[Account / company name] — lead play
About this document (Brainforge)
Filename: outreach-play-{slug}.md under knowledge/sales/leads/{slug}/.
When to use this template
Use this when building a structured outreach or co-sell motion for a named account. Defines partner involvement, research, strategy, and proof points.
Do not use this template when:
- documenting a discovery call outcome (use the Discovery Brief)
- drafting a full campaign (use the Campaign Brief)
- quoting pricing (use the Pricing Quote template)
Copy this file to knowledge/sales/leads/{slug}/outreach-play.md (or a named variant, e.g. outreach-play-snowflake-ae.md) and replace bracketed fields.
For the full pipeline spine (buying-team gate, internal + Exa blocks, scoping), use lead-spine-template.md in this folder or copy starter/ (everything under it) to leads/<slug>/.
Lead metadata (co-sell & owners)
| Field | Value |
|---|---|
| Co-selling with a partner? | Yes / No |
| Partner | e.g. Snowflake, Omni, Fivetran, SI, investor — or None |
| Partner AE / contact name | Full name + email if known |
| Partner SE or specialist (if any) | |
| Brainforge owner | e.g. Uttam, Robert |
| CRM / Linear | Link or ID |
| Last updated | YYYY-MM-DD |
Why this block exists: Every lead play should state clearly whether motion is direct or partner-co-sell, and who at the partner is sponsoring the intro so follow-ups stay aligned.
Account research
How to fill (agent or human)
- Preferred: Use Exa MCP (neural / web search — use whichever Exa tools your MCP config exposes) with queries such as:
"[Company]" healthcare OR hospital,"[Company]" data OR analytics OR CIO,"[Company]" news,"[Company]" jobs data engineer, site:linkedin.com company posts.
Summarize only verifiable facts; cite URLs inline or in a short sources list. - Fallback:
WebSearchor manual research. - Optional structured enrichment: If FullEnrich is configured, run company lookup (firmographics) and person lookup (buying team / LinkedIn verification) as inputs to your snapshot — not as sources for claims.
- Refresh: Before sending outreach, re-run search for last 30–90 days — healthcare and distressed systems change fast.
Research snapshot (fill below)
As of: YYYY-MM-DD
Sources checked: [bullets or “Exa run on DATE”]
- What they do / footprint: …
- Recent news (12–18 mo): …
- Tech / data signals (if any): jobs, press, decks, conference talks …
- Risks / sensitivities for outreach: bankruptcy, M&A, layoffs, regulatory — do not ignore; adjust angle or verify with partner before pitching.
- One true sentence for personalization: … (must be factual; never fabricate)
Strategy, paths, proof, checklist
(Add your motion: warm intro scripts for email and Slack (many partner AEs prefer Slack for same-day intros), cold sequence, case study one-liners, execution checklist. Point to a filled example under the same leads/{slug}/ folder if you have one, e.g. ../crozer-health/outreach-play-snowflake-ae.md.)
Related (internal)
- Sales hub: README.md
- Pipeline spine template: lead-spine-template.md
- Healthcare case studies:
knowledge/sales/leads/sunstone/CASE_STUDIES_MIDI_EDEN_HYPACCESS.md - Mutual intro:
knowledge/sales/agents/playbooks/mutual-intro-playbook.md - Cold outbound:
knowledge/sales/agents/playbooks/cold-outbound-playbook.md
Appendix — Pre-handoff QA checklist
- Lead metadata is complete (partner, owner, CRM link, last updated)
- Research snapshot is included with sources and date
- One true sentence for personalization is factual and verified (never fabricated)
- Risks / sensitivities are checked and addressed
- Case study one-liners or proof points are included
- Motion is clearly stated (direct vs partner-co-sell)
- If partner-co-sell, partner AE / contact name is filled