Prompt guideEarnings brief
Research · Diagnose
Earnings brief
When to use
Their results just landed and you have a meeting this week.
- Results just landed and you have a meeting this week.
- You need their initiatives, not a rewrite of the release.
- Figures that are not in the report stay out.
You will need
- Customer name
- The account whose results you have.
- Timeframe
- The window you want the initiatives for.
- The results report
- Attach it. Quote it. Do not add numbers.
The prompt
Summarise 's latest results from the attached report. Pull out their primary strategic initiatives for the next and what each one means for our account. Quote the report. Do not add figures that are not in it.
What good looks like
Example: not a client result
Three initiatives pulled from the report, each with the line you quoted and what it means for the account. No new figures.