Handoff Brief Generator

SELECT opportunityid, name, customerid, accountid, estimatedvalue,
       estimatedclosedate, salesstage, stepname, closeprobability,
       budgetstatus, need, purchasetimeframe, decisionmaker,
       description, currentsituation, customerneed,
       msdyn_forecastcategory, msdyn_opportunityscore,
       createdon, modifiedon, statecode
FROM opportunity
WHERE ownerid = '[user_id]'
AND statecode = 0
ORDER BY estimatedclosedate ASC

SELECT accountid, name, telephone1, emailaddress1, 
       address1_city, address1_stateorprovince,
       industrycode, numberofemployees, primarycontactid
FROM account
WHERE accountid = '[opportunity.accountid]'

SELECT contactid, fullname, jobtitle, emailaddress1, telephone1,
       mobilephone, accountrolecode, msdyn_decisioninfluencetag
FROM contact
WHERE accountid = '[accountid]'
AND statecode = 0
ORDER BY accountrolecode

SELECT activityid, activitytypecode, subject, description,
       createdon, actualend, statecode, statuscode
FROM activitypointer
WHERE regardingobjectid = '[opportunityid]'
AND createdon >= '[30_days_ago]'
ORDER BY createdon DESC

SELECT activityid, subject, description, scheduledend, 
       prioritycode, statecode, statuscode
FROM task
WHERE regardingobjectid = '[opportunityid]'
AND statecode = 0
ORDER BY scheduledend ASC

SELECT activityid, subject, description, scheduledstart, scheduledend,
       location, ownerid
FROM appointment
WHERE regardingobjectid = '[opportunityid]'
AND scheduledstart >= '[today]'
AND statecode IN (0, 3)
ORDER BY scheduledstart ASC

SELECT partyid, participationtypemask
FROM activityparty
WHERE activityid = '[activityid]'

SELECT annotationid, subject, notetext, createdon
FROM annotation
WHERE objectid = '[opportunityid]'
AND createdon >= '[30_days_ago]'
ORDER BY createdon DESC

URGENT flag if:
- Close date during vacation period
- Meeting scheduled during vacation
- Pending action that can't wait
- Critical response expected from customer
- Proposal review scheduled

════════════════════════════════════════════════════════════════
             SALES HANDOFF BRIEF
════════════════════════════════════════════════════════════════

Prepared for: [Backup Name]
Prepared by: [Sales Rep Name]
Coverage Period: [Start Date] - [End Date]
Generated: [Current Date/Time]

════════════════════════════════════════════════════════════════
EXECUTIVE SUMMARY
════════════════════════════════════════════════════════════════

Total Active Opportunities: [N]
Total Pipeline Value: $[X]
Urgent Items: [N] (require action during coverage)
Scheduled Meetings: [N] (need attendance/rescheduling)

COVERAGE PRIORITIES:
🔴 Urgent (Action Required): [N] deals
🟡 Important (Monitor Closely): [N] deals
🟢 Standard (Check if contacted): [N] deals

════════════════════════════════════════════════════════════════
🔴 URGENT - ACTION REQUIRED
════════════════════════════════════════════════════════════════

────────────────────────────────────────────────────────────────
DEAL #1: Contoso Enterprise Platform
────────────────────────────────────────────────────────────────

SNAPSHOT:
• Account: Contoso Corporation
• Value: $150,000
• Stage: Close
• Close Date: [Date - during vacation]
• Probability: 75%
• Forecast: Committed

WHY IT'S URGENT:
⚠️ Contract signature expected [Date]
⚠️ Final negotiation call scheduled [Date]
⚠️ Legal review completing this week

CURRENT STATUS:
We've completed the proposal review with the evaluation team. They've 
selected us over [Competitor]. Sarah Chen (VP Operations) gave verbal 
commitment. Waiting on legal review of contract and final signature 
from CFO.

WHAT'S HAPPENED RECENTLY:
[Date] - Contract sent to legal for review
[Date] - Proposal accepted, moving to contract
[Date] - Final presentation to executive team
[Date] - Technical validation completed

WHAT'S NEXT:
1. [Date] - Legal review call (YOU NEED TO JOIN)
   • Attendees: Sarah Chen, Legal team
   • Prep: Review redlines from their legal (attached)
   • Key issue: Indemnification clause - we can go to $500K cap
   
2. [Date] - Expected signature
   • Contact CFO's office if not received by EOD
   
3. [By EOD Friday] - If signed, initiate onboarding handoff

KEY CONTACTS:
📞 Sarah Chen (VP Operations) - CHAMPION
   Email: [email protected]
   Mobile: (555) 123-4567
   Notes: Prefers text for urgent matters

📞 Michael Ross (CFO) - ECONOMIC BUYER
   Email: [email protected]
   Phone: (555) 123-4568
   Notes: His EA is Jennifer - reach out to her first

📞 Tom Bradley (Legal) - BLOCKER POTENTIAL
   Email: [email protected]
   Notes: Very detail-oriented, wants everything in writing

RISKS/CONCERNS:
• Legal may push back on liability clause
• CFO traveling next week - signature could slip
• Competitor (Acme) made last-minute counter-offer

IF THINGS GO WRONG:
• If legal pushback: Loop in our legal (Bob Smith) immediately
• If CFO delays: Ask Sarah to escalate internally
• If competitor resurfaces: Offer [approved discount] as last resort

RELATED DOCUMENTS:
• Final proposal: [Link/Location]
• Contract redlines: [Link/Location]
• Presentation deck: [Link/Location]

────────────────────────────────────────────────────────────────
DEAL #2: Fabrikam Cloud Migration
────────────────────────────────────────────────────────────────

SNAPSHOT:
• Account: Fabrikam Industries
• Value: $85,000
• Stage: Propose
• Close Date: [Date - 2 weeks out]
• Probability: 50%
• Forecast: Best Case

WHY IT'S URGENT:
⚠️ Proposal expires [Date]
⚠️ Customer evaluating 2 other vendors
⚠️ Demo scheduled during vacation - needs coverage

CURRENT STATUS:
Proposal submitted 10 days ago. Customer is comparing us against 
[Competitor A] and [Competitor B]. We differentiate on integration 
capabilities and support model. Demo of integration features 
scheduled for [Date].

WHAT'S HAPPENED RECENTLY:
[Date] - Sent proposal follow-up email (no response yet)
[Date] - Technical Q&A call with their IT team
[Date] - Proposal presentation meeting

WHAT'S NEXT:
1. [Date] - Integration Demo (YOU NEED TO ATTEND OR RESCHEDULE)
   • Attendees: IT Team (5 people)
   • Location: Virtual - [Link]
   • Prep: Demo environment in sandbox-fabrikam
   • Focus: API integration with their existing ERP
   
2. [Date +3] - Follow up on demo
   • Get feedback, identify remaining concerns
   
3. [Date +7] - Decision expected

KEY CONTACTS:
📞 Jennifer Walsh (IT Director) - TECHNICAL BUYER
   Email: [email protected]
   Phone: (555) 234-5678
   Notes: Engineer mindset, wants to see it work

📞 David Kim (COO) - ECONOMIC BUYER
   Email: [email protected]
   Notes: Haven't met yet - Jennifer supposed to intro

COMPETITIVE INTELLIGENCE:
• Competitor A: Lower price, less functionality
• Competitor B: Similar features, weaker support
• Our edge: Integration capabilities and SLA terms

RISKS/CONCERNS:
• Haven't engaged economic buyer directly
• Price may be concern - authorized to offer 10% if needed
• Technical team loves us but may not have budget authority

IF DEMO NEEDS RESCHEDULING:
• Contact Jennifer directly, explain coverage
• Offer earliest date after [return date]
• Keep IT team engaged via email

[Continue for additional deals...]

════════════════════════════════════════════════════════════════
🟡 IMPORTANT - MONITOR CLOSELY
════════════════════════════════════════════════════════════════

────────────────────────────────────────────────────────────────
DEAL #3: Acme Corp Expansion
────────────────────────────────────────────────────────────────

SNAPSHOT:
• Value: $65,000 | Stage: Develop | Close: 45 days
• Status: Discovery complete, building proposal

QUICK CONTEXT:
Existing customer looking to expand. Good relationship with main 
contact (Bob Jones). Need to finalize technical requirements before 
proposal.

DURING COVERAGE:
• No action needed unless they reach out
• If contacted: Schedule requirements call for after [return date]
• If urgent: Can answer basic questions, defer technical to SE team

KEY CONTACT:
📞 Bob Jones: [email protected] | (555) 345-6789

────────────────────────────────────────────────────────────────
DEAL #4: Global Industries New Logo
────────────────────────────────────────────────────────────────

[Similar format - condensed for Important tier...]

════════════════════════════════════════════════════════════════
🟢 STANDARD - CHECK IF CONTACTED
════════════════════════════════════════════════════════════════

DEAL #5: Tech Startup Initial Deal
• Value: $15,000 | Stage: Qualify | Close: 90 days
• Status: Early stage, initial discovery scheduled after vacation
• Action: Only respond if they reach out
• Contact: Amy Lee | [email protected]

DEAL #6: Manufacturing Co Renewal
• Value: $45,000 | Stage: Develop | Close: 60 days
• Status: Renewal discussion started, no urgency
• Action: Standard check-in if they email
• Contact: Jim Peters | [email protected]

[List remaining deals...]

════════════════════════════════════════════════════════════════
SCHEDULED ACTIVITIES DURING COVERAGE
════════════════════════════════════════════════════════════════

[Date] 10:00 AM - Legal Review Call (Contoso)
       ⚠️ MUST ATTEND - See Deal #1 for details

[Date] 2:00 PM - Integration Demo (Fabrikam)
       ⚠️ ATTEND OR RESCHEDULE - See Deal #2 for details

[Date] 11:00 AM - Check-in Call (Acme)
       Can reschedule - not urgent

════════════════════════════════════════════════════════════════
TASKS DUE DURING COVERAGE
════════════════════════════════════════════════════════════════

[Date] - Send Contoso contract to legal (DONE - can delete)
[Date] - Follow up on Fabrikam demo (See Deal #2)
[Date] - Prepare Acme proposal (Can wait until return)

════════════════════════════════════════════════════════════════
EMERGENCY CONTACTS
════════════════════════════════════════════════════════════════

Sales Manager: [Name] | [Phone] | [Email]
SE Support: [Name] | [Phone] | [Email]
Legal (urgent contracts): [Name] | [Phone] | [Email]

For ANYTHING truly urgent: Text me at [Mobile]
I'll be checking email [frequency] and can jump on critical calls.

════════════════════════════════════════════════════════════════

Use create_record with tablename: annotation
{
  "subject": "Handoff Brief - [Rep Name] Vacation [Dates]",
  "notetext": "[Full brief content]",
  "objectid": "[First/primary opportunity or user account]",
  "objecttypecode": "opportunity"
}

For temporary coverage, update each opportunity:
Use update_record with tablename: opportunity
{
  "ownerid": "[backup_user_id]"
}

Use create_record with tablename: task
{
  "subject": "Review deals after vacation - reassign ownership",
  "description": "Deals were handed off to [Backup Name] during vacation.\nReview status and reassign to yourself.",
  "scheduledend": "[return_date]",
  "prioritycode": 1
}

SALES HANDOFF BRIEF
Prepared for: [Backup Name]
Coverage Period: March 10-17, 2026

URGENT (2 deals):
1. Contoso Enterprise - $150K - Close date March 12
   - Proposal sent, awaiting response
   - Contact: John Smith (CEO) - 555-1234
   - ACTION: Follow up Tuesday if no response

2. Fabrikam Deal - Meeting March 14 at 2pm
   - Demo for technical team
   - Teams link: [included]
   - ACTION: Attend or reschedule

MONITOR (5 deals):
[Summary of each...]

TERRITORY TRANSITION BRIEF
From: [Current Rep] To: Sarah

ACCOUNTS (15 total):

1. CONTOSO LTD
   Relationship: 3 years, strong
   Key Contacts: John (CEO), Mary (VP Ops)
   Open Pipeline: $250K
   History: Started as SMB, now enterprise
   Tips: John prefers morning calls, Mary is technical champion

QUICK COVERAGE BRIEF - March 5

URGENT ITEMS ONLY:
1. Alpine call at 10am - Reschedule or cover
2. Tailspin proposal due - Send by EOD
3. Northwind - Check for contract signature

All other deals: No action needed for 1 day