Pre-call intelligence

Walk into every high-stakes meeting with the upper hand.

Know what's driving the person across the table before you sit down: what they're measured on, what they fear, and the real decision behind the stated one. Use the instant version for speed, or get a strategist-reviewed version when the meeting really matters.

No CRM access requiredNo private data needed24h turnaround on strategist briefs
Sample brief, partial

See the quality before you pay.

Your inputs
Prospect:a boutique commercial property advisory, founder-led, MelbourneStakeholder:the founder and managing directorYour offer:a workplace diagnostic that shows how a client's teams actually work before any property decision is madeGoal:turn a long-delayed meeting into a working relationship, whether a referral or a co-delivery modelContext:a message seen but left unanswered for six weeks, then a meeting accepted
The brief
Headline
He built his reputation on the work that happens before the lease. Your offer either sharpens that or threatens it, and he has not decided which.
Stakeholder read

A founding principal thinks in mandates and reputation, not in process or product. He is measured on whether clients come back and whether peers refer him, and his fear is endorsing something that goes wrong and traces back to his name. There is no buying group here. He is the firm, so if he decides this is worth exploring it moves, and if he does not it stops. The only thing to win is his own judgement, and the silence was a wait-and-see, not a no.

Angles, strongest first
  1. 1Lead with his own position, not your tool. He argues publicly that the real work happens before the lease conversation. Acknowledge that and ask how he handles that stage today before you introduce anything.
  2. 2Position the diagnostic as evidence that makes his brief stronger, not a competing offer. It generates something he and the client can use before the property question is even on the table, which backs his advice rather than replacing it.
  3. 3Make the collaboration shape concrete. A referral, a co-delivery model, or simply a tool he brings in for the right client all land differently. Ask which would be useful rather than pitching one.
The full brief also includes discovery questions, objection prep, the close, red flags, a follow up email, and talking notes for mid-call.
Discovery × 7Objections × 4Red flagsThe askFollow upTalking notes

The read before the room.

Some meetings deserve more than ten minutes on LinkedIn and a hunch.

Boardroom Brief turns a few meeting details into a sharp strategic read: who you are really walking in to meet, what may be driving them, what they are likely to resist, and the move worth making before you leave.

Built with the judgement of strategists and senior commercial operators. Calibrated to the meeting in front of you. Clear enough to scan on the way, sharp enough to print and walk in with.

One brief at a time, or built into how your team prepares.

Not a search. Not a deck. The read before the room.

Built for
  • Consultants pitching senior clients
  • Fractional executives entering new accounts
  • Founders carrying their own enterprise deals
  • Senior B2B sellers on deals that turn on one meeting
  • Design and agency principals prepping a client pitch
For sales and consulting teams

A campaign, a pursuit, a market push. Brief the whole team for it.

The Team Sprint covers 25 reviewed briefs over 30 days, a custom prompt layer tuned to how your team wins work, team onboarding, and a sales-leadership insight report at the end. One sprint, one fixed price.

$5,000
One-off. Reviewed by a strategist. Brand and prompt customised for your team.

For one team, under a single company email domain.

Pricing

Pay per meeting.

Set against the deal on the table, the price barely registers.
Prices in AUD.
Instant brief
$49
delivered by email
  • +Full brief, headline plus 10 sections
  • +Generated from your intake form
  • +Built on live web research
Most popular
Strategist brief
$97
AI + strategist, 24h
  • +Sharpened by a strategist
  • +Angle, wording, objections, next-step usefulness
  • +24 hour turnaround
High-stakes brief
$250
for meetings that matter
  • +Deep research on stakeholder and company
  • +A strategist works it line by line
  • +Delivered within 24 hours

“Boardroom Brief sharpened the way I prepared for the meeting. It gave me the kind of strategic input you want before an important conversation, and it even pointed out some blind spots I hadn't considered. I'd pay to have my whole team walk in this prepared.”

BAC Insurance Brokers
Mitchell Lipscombe, Chief Operating Officer, BAC Insurance Brokers
Team pilot
$1,000
/ month
  • +25 briefs per month for your team
  • +Shared workspace and templates
  • +Monthly review of brief quality

For one team, under a single company email domain.

Team sprint
$5,000
one-off
  • +25 reviewed briefs over 30 days
  • +Custom prompt tuned to how your team wins work
  • +Team onboarding and brief review session
  • +One leadership insight report at the end

For one team, under a single company email domain.

FAQ

Common questions.