Voice and writing
Voice and writing
Two items that stop you rewriting Amy’s drafts.
Tone of Voice
Amy reads your sent mail and drafts in your voice, not a generic one.Call it: “Draft a reply using my tone of voice.”
Outreach Templates
Your intro and follow-up emails, reusable by name.Call it: “Send this using my intro template.”
Output formats
Output formats
Two items that put the same thing in the same place, every time.
Company Research Template
Every company brief comes back in the structure you like to read.Call it: “Research [company] using my company research template.”
Meeting Prep Template
The same briefing shape before every meeting, so you know where to look.Call it: “Prep me for my 2pm using my meeting prep template.”
Your firm and systems
Your firm and systems
Four items that teach Amy who you are and where things go.
Firm Boilerplate
How you describe yourselves, applied whenever Amy writes about the firm.Call it: “Include our firm boilerplate.”
Priority Contacts
The people who should always surface first in your inbox and your drafts.Call it: “Flag anything from my priority contacts.”
CRM Map
Your fields, pipelines, and lists, so Amy writes to the right places.Call it: “Log this deal using my CRM map.”
Reference Documents
The decks, org charts, and process docs Amy should be able to draw on.Call it: “Use our [document name].”
These are starting points, not the whole list. Anything you’d otherwise re-explain can be saved: a diligence checklist, a watchlist, a scorecard, an ideal customer profile. Ask Amy to build it and save it under a name you’ll remember.
Next steps
Scheduled
Tasks worth setting once, sharper with knowledge saved.
Run anytime
Tasks that run the moment you ask.
How knowledge works
Saving, naming, and referencing items in any channel.
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