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Skip the Briefing: how your buyers see you, from your own inbox and CRM

A prompt you run in your own Claude or ChatGPT. It reads your email and CRM and shows how buyers describe you, why they say yes, what they push back on and where deals stall.

Close-up of a circuit board with coAutomated lab equipment under blue lightpper coils

Every advisor starts the same way: an hour of you explaining your company. I would rather skip that. Before I work with a deep tech team, I want to know how their buyers see them. Not the deck version: the words buyers use, why they say yes, what they push back on and where conversations stall.

Most of that already sits in your inbox and your CRM. This prompt pulls it out in about one sitting.

What it does

  • Looks at your conversations with other companies over the last six months.
  • Sorts them into four groups: moved forward, replied then went quiet, never answered, and you went quiet.
  • Asks you two quick questions so it reads the threads that matter to you first.
  • Reads up to 30 threads closely and writes a one-page read: who you are to buyers, your pipeline in numbers, any links to Europe you might have missed, and three questions it raises.

Every claim has to be backed by at least two threads, a short quote and a count. Anything that would be true of every company in your industry gets cut.

What stays private

You run it yourself, in your own Claude or ChatGPT, with your own connections. Nothing comes to Inneuvate unless you choose to send it. The prompt asks for a report without customer names, emails or confidential numbers, so you can forward it if you want to.

How to run it

  1. Open Claude or ChatGPT and connect your email. Connect your CRM too, if you can.
  2. Copy the prompt below and paste it into a new chat.
  3. Answer the two questions it asks.
  4. Read the one-page report it writes.

The prompt

Copy everything from “Do all of this yourself" to “no walls of text” and paste it into a new chat.

Do all of this yourself in this chat; don’t start helper agents.

Sources, in this order of trust: what buyers and prospects wrote to us, then our CRM (deal stages, notes, lost reasons) if it’s connected, then our website (home, product, case study pages) and any deck or one-pager I attach. Where buyers’ words and ours disagree, buyers win.

Window: my email from the last six months, ending 14 days before today, because recent threads haven’t played out. If that gives fewer than 30 conversations with outside companies, widen it to 12 months. Tell me the window in one line.

Pass 1, quick scan. Using only senders, recipients, subjects and dates, find every conversation with another company: customers, prospects, partners, investors. Leave out noise in the search itself (receipts, newsletters, calendar notifications, document comments, tools) and skip internal and personal mail. If a search returns a capped number of results, split it into shorter date ranges. Put each conversation into one bucket: moved forward (a meeting, a next step, a yes), replied then went quiet, never answered, or I went quiet. A “not now” or a polite decline counts as replied then went quiet.

Then ask me two multiple-choice questions together, in one go, built from what you found in Pass 1. Put your recommended answer first and let me type my own:

  1. What matters most right now (for example: winning more of the deals we already start, finding better-fit buyers, entering a new market, or partnerships and funding).
  2. Which buyer type to focus on, with the types you actually found as options.

Use my answers to decide which threads to read first and which observations to put first in each section.

Pass 2, close read. Open up to 30 threads, favouring my answers, in this order: those that moved forward (to hear why people said yes), those that replied then went quiet (to hear why they stopped), then those where I went quiet. Read short threads (up to six messages) in full. In longer ones, read the first message, every reply from the other side and the last two messages. Skip quoted history and signatures. If you’re running low on room or usage, stop reading and write the report from what you have, and say how many threads you read.

Rules for every claim: back it with at least two threads and a short quote or paraphrase, plus a count. If something would be true of most companies in our industry, cut it. If the evidence for a section is thin, say so in one line instead of filling it. Skip housekeeping like bounces, typos and scheduling.

Then write a one-page read, as an artifact if you can make one, not a chat reply. Present observations, not verdicts: say what the mail shows, with counts and short quotes, and leave the conclusions to me. Start with one small line: the window, and the focus I chose.

Qualitative: who we are to buyers

  • What we sell, in the words buyers use, next to how our site and deck say it. Where they differ, show both.
  • Why people said yes: the reasons that come up most, with counts.
  • What sets us apart: only the alternatives and competitors buyers actually named, and what they compared.
  • Who says yes: the types of companies and roles that moved forward, and where they are.
  • Objections: the ones we hear most, with counts, and where in the conversation they come up.

Quantitative: our pipeline

  • The four bucket counts.
  • Where conversations most often stall (after the first reply, after a call, after a proposal), with counts.
  • How often the silence is ours, and how fast each side replies.

Europe and links we might have missed

  • Any European customers, partners, regulations, events or conversations, or “none found”.
  • Connections across threads: the same company, person or investor showing up in different conversations, or someone who mentioned Europe in passing.

Three questions this raises.

Write it so I can forward it: no customer names, emails or confidential numbers; describe people and companies by type. Short lines, no walls of text.

What to do with it

Use it on your own. It is worth running once a quarter either way.

If you are thinking about Europe, send me what comes back and we skip the briefing. Our first call goes straight to where to go first. It is the same read I start with in month one of Scale Track. You can reach me at brockdewolde@inneuvate.io.

Version 1, 29 October 2026.