# Recipe: account brief before a customer call A copy-paste prompt: before a call, your agent pulls how the account is doing, what is new, open issues and what to raise, from everything your team keeps. > [!info] > **For:** an account manager, customer success lead, or salesperson. **When:** the hour before a customer or prospect call. **Takes:** a couple of minutes of agent time. **You get:** an internal brief: where they are, what is new, what they will need next, open issues, and what to raise. ## The prompt ```text Brief me before my call with . Save it to , internal. 1. Gather from onecell: their cell or hive (activity and dates, not their private details), earlier call notes and briefs, open tickets and known issues, decisions that affect them, and anything in our plans that names them. Cite each source. 2. Draft "Account brief: , " (dry run first): - a stats block: the few numbers that show how they use us - where they are, in a short paragraph - what they will need next, and why - open issues, as a checklist - what to raise on the call: three points at most - one proposed decision if something needs our call 3. Reply with the link and the one thing I must not forget to ask. ``` ## What your agent does 1. Reads the account's activity What they have been doing in onecell, as counts and dates, plus call notes, tickets and plans that mention them. 2. Reads ahead Connects what they are building to what they will need from you next. 3. Lists what is open Known issues and friction, so nothing surprises you on the call. 4. Gives you three points What to raise, and the one question not to forget. ## What you get A brief before a renewal call with Northwind Studio, a made-up customer of a made-up invoicing app. It puts a recent incident on the list, so it is raised before the customer does. [Sample account brief: Northwind Studio before the renewal call](https://onecell.io/p/sample-account-brief-northwind) ## Variations
After the call Paste your notes and ask: “Add what they said to the brief, record anything agreed as decisions, and draft the follow-up email.” Next time, the brief starts from here.
A prospect, not a customer Replace their activity with what you know: earlier conversations, the competitor they use (see the *Competitive one-pager* recipe), and which of your customers looks like them.
A quarterly review Set the period to the quarter and add: “Compare with the last review, and list what we promised and whether we delivered.”
## Tips - Keep one cell per account and briefs in it, so each brief builds on the last. - Record activity, not the customer's private work. The brief is about the relationship. - Three points to raise. More than that and none of them land. --- Part of [onecell recipes](https://onecell.io/help/recipes): copy-paste prompts for using onecell in your work.