Client Briefs
Review a company brief built from its saved details, Playbook inputs and current campaigns, then download a PDF.
On this page
Overview
Client Briefs gathers a company's saved details, Playbook inputs and current campaigns into one printable reference for the sales team. SalesHive staff see it headed Your client at a glance, with the account stage tag; client users see their own company headed Your company at a glance, without SalesHive's internal account stage. Expand the guidance or campaign list when needed, then download a PDF.
How to use this page
Open the brief for the right company
Client users open straight to their own company. SalesHive staff select an assigned client or, if they are its named incoming SDR, a scheduled takeover marked Prep in the client selector; selecting a takeover from Client Briefs keeps you on this page. If the Value proposition is missing, the page shows Playbook inputs needed with an Open Playbook inputs link; ask an authorized editor to complete it if your view is read-only.
Expand How this brief works
Select How this brief works below the toolbar to show the four-step explanation, from saved company details and Playbook inputs to reviewing source fields and downloading a current PDF. Select it again to collapse the explanation. Opening it does not change data or generate a file.
Read the brief sections
Review the available cards for positioning, targets, value, competition, metrics, conversation starters, opportunities, engagement details, and notes. Select Current campaigns to expand the list of active and paused campaigns (archived campaigns and internal demo campaigns are left out) and their status labels; its heading shows the count. Select it again to collapse the list. Empty Events & Opportunities stays hidden.
Download a PDF of the brief
Select Download PDF to download the displayed brief. Current access is checked again before the file is built. A client's PDF leaves out the internal account stage, matching the page.
What the buttons do
- How this brief works
- Expands or collapses the explanation of the brief workflow. It starts collapsed.
- Current campaigns
- Shows the number of active and paused campaigns, not counting archived or internal demo campaigns. Select the heading to expand or collapse their names and status labels. This section starts collapsed and appears only when campaigns are available.
- Download PDF
- Downloads a PDF of the displayed client brief after checking current access.
- Open Playbook inputs
- Shown when the brief has no Value proposition yet. Opens the Value proposition tab of Playbook inputs for the same company.
Common questions
Why is the campaign list hidden?
Where does the brief data come from?
How does the PDF download work?
Can I prepare for a scheduled takeover?
Why does Client Brief unavailable appear?
Why don't I see the account stage tag?
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