Deal Brief Generator

Walk into every deal conversation ready to win

From first discovery call to post-sales handover - SiftHub auto-generates the briefs, narratives, and objection responses your team needs at every stage of the deal.

Get deal-ready now

Stop scrambling 10 minutes before the call

SEs shouldn't burn 45 minutes rebuilding deal context before every meeting. The right information should be waiting for them, not scattered across four tools.

The deal closes. The handover doesn't fail.

When a deal closes, everything the AE and SE learned needs to transfer effortlessly. Rushed handover notes lead to delayed onboarding, repeated questions, and revenue at risk.

One deal. One version of truth.

AEs, SEs, and CS teams each need a different view of the same deal. SiftHub makes sure no one is flying blind - or asking the SE to repeat themselves.

Give every AE & SE a complete pre-call brief

  • Walk into each meeting knowing exactly what was discussed last time, what's still unresolved, and what to bring.
  • Receive a ready-to-use brief before scheduled prospect calls drawn from transcripts, CRM notes, and Slack threads automatically.
  • Anticipate objections before they surface with a deal-specific list built from past wins in the same industry or against similar challenges.
  • Reclaim the hours your SEs spend rebuilding context and redirect them to what actually moves deals forward.
pre-call meeting prep

Auto-generate deal briefs and surface the right narrative before every meeting

  • SiftHub automatically consolidates Salesforce, Gong, Chorus, Slack, and connected documents into a structured deal brief, delivered before the meeting begins.
  • It highlights prospect pain points and recommends the exact solution pillars, proof points, and differentiators to lead with.
  • It flags the deal stage, stakeholders, technical requirements, and open risks without manual note compilation.
  • Before the call, SiftHub surfaces the most relevant case studies, architecture diagrams, demo paths, and battlecards based on industry, persona, and stage.
  • After the call, it updates the brief, identifies gaps, and recommends next-best assets to move the deal forward.
Auto-generate deal briefs

Capture commitments before they become problems

  • Track action items, technical decisions, and field commitments extracted directly from call transcripts with clear ownership.
  • Spot risks early with a complete, structured record of what was promised across your entire deal portfolio.
  • Hold deals to the same standard of accountability without manually reviewing calls or chasing the team for updates.
deal briefs

Produce handover briefs your CS team can actually use

  • Transfer agreed scope, unresolved questions, stakeholder history, and field commitments into a structured handover document in one step
  • Eliminate the knowledge gap that opens when a deal closes, and the SE moves on to the next one
  • Start post-sales relationships with the full picture, not a 30-minute debrief call
Handover briefs | deal briefs

Free your SEs from post-call admin

  • Send follow-up emails grounded in what was actually discussed, ready in your SE's inbox before they close their laptop.
  • Capture next steps and open questions in real-time so nothing gets dropped between meetings.
  • See exactly where each deal stands without asking your team to manually log updates.
post-call follow up emails

Handover briefs | deal briefs

Sift through our connectors

Our out-of-the-box Connectors and customizable options ensure a tailored experience to your business needs from Day 1.

slack
Slack
salesforce
Salesforce
hubspot
Hubspot
google drive
Drive
Highspot
Highspot
zendesk
Zendesk
Sharepoint
SharePoint
MS-Teams
Teams
Browse Connectors

Frequently asked questions

How does SiftHub reduce the prep burden on solutions engineers using deal briefs?
SiftHub automatically generates structured deal briefs before every meeting by pulling context from your CRM, call recordings, Slack, and connected documents. Instead of manually rebuilding context, solutions engineers receive a ready-to-use deal brief that captures key history, risks, stakeholders, and open questions. Time is spent on the conversation, not on prep work.
How do SiftHub deal briefs help solutions leaders and customer success teams track field commitments?
SiftHub’s deal briefs automatically extract commitments, decisions, and action items from call transcripts and CRM activity. Each commitment is captured with clear ownership, timestamps, and supporting context, creating a dependable system of record across the entire deal lifecycle. Solutions leaders and customer success teams can review deal briefs to see exactly what was promised, who committed to it, and whether follow-through is on track.
What does a SiftHub post-sales deal brief include?
SiftHub’s post-sales deal briefs draw from the full deal history, including calls, RFP responses, CRM data, and documented field commitments. Each deal brief surfaces the agreed scope, technical requirements, stakeholder alignment, and unresolved questions so customer success and implementation teams inherit complete context without relying on manual summaries.
Can SiftHub generate role-specific deal briefs?
Yes. SiftHub creates role-based deal briefs tailored for AEs, SEs, CS, and leadership. Each deal brief highlights the information most relevant to that role, whether it is technical validation, commercial risk, expansion signals, or executive visibility. This eliminates the need to manually prepare separate summaries for different stakeholders.
Which tools does SiftHub connect to in order to generate deal briefs?
SiftHub integrates with Salesforce, HubSpot, Gong, Chorus, Zoom, Slack, Google Drive, SharePoint, and other workplace apps. Connected data is synthesized automatically into structured deal briefs, creating a unified deal readiness layer without manual aggregation.
How do SiftHub deal briefs improve deal visibility for revenue leadership?
SiftHub’s deal briefs consolidate CRM updates, call insights, technical risks, stakeholder alignment, and field commitments into a single structured view. Instead of relying on scattered notes or subjective summaries, revenue leaders can review deal briefs to assess risk, momentum, and execution consistency across the pipeline. This creates clearer visibility without requiring manual reporting from the field.

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