The JOLT Effect

JOLT Pre-Mortem — Champion Enablement Kit
Step 1 of 7 — Intelligence Gathering
1
Intelligence Gathering
Before the pre-mortem fires, arm the AI with real-world context. This step transforms generic output into deal-specific intelligence.

How this step works

This prompt instructs the AI to search the web for the client company's recent context — earnings, press releases, competitive moves, regulatory shifts, executive changes. It also has an optional section where you can paste internal documents (emails, Teams threads, transcripts, CRM notes) to give the AI insider signal. The more context you provide, the sharper every subsequent step becomes.

Internal Documents Optional — High Value

If you have access to any of the following, paste them into the prompt where indicated. These dramatically improve the quality of the pre-mortem because they reveal emotional signals — who's enthusiastic, who's deflecting, who's gone silent.

  • Email threads with/about the client (especially internal forwards)
  • Teams/Slack messages about this deal
  • Meeting transcripts or call notes
  • CRM activity logs or deal notes
  • SharePoint/internal docs about this client or their industry
  • Previous proposals or RFP responses
You are an expert B2B enterprise sales strategist preparing for a complex, multi-stakeholder deal. Before we begin the analysis, I need you to build a comprehensive intelligence picture of this deal.

DEAL CONTEXT:
- Client Company: [COMPANY NAME — e.g., Saudi National Bank (SNB)]
- Product/Solution We're Selling: [WHAT YOU ARE SELLING — e.g., Visa Direct cross-border API integration for merchant payouts]
- Champion: [CHAMPION'S ROLE + NAME + INTERNAL STANDING — e.g., Head of Digital Payments — Amina. Strong internal reputation, reports to CEO.]
- Buying Committee:
  [PERSON 1 — ROLE + BEHAVIORAL SIGNAL — e.g., CFO — Khalid. Has blocked two tech investments this year citing 'unproven ROI.']
  [PERSON 2 — ROLE + BEHAVIORAL SIGNAL — e.g., CTO — Dr. Faisal. Protective of core banking systems, prefers in-house builds.]
  [PERSON 3 — ROLE + BEHAVIORAL SIGNAL — e.g., Head of Cards — Sara. Aggressive growth targets, frustrated with slow innovation.]
  [PERSON 4 (optional) — ROLE + BEHAVIORAL SIGNAL]
- Current Status Quo: [WHAT SYSTEM/PROCESS THEY USE TODAY + WHY IT "WORKS" — e.g., They use SWIFT for cross-border settlements. Slow (T+2) and expensive (1.5% fees), but familiar and compliant.]
- What the Champion Has Already Tried: [CONVERSATIONS THAT HAVE HAPPENED + RESPONSES — e.g., Presented an ROI deck to the CFO in March. Got a 'let's revisit in Q3.']
- Market/Region: [YOUR MARKET — e.g., Saudi Arabia / Gulf region]

═══ EXTERNAL RESEARCH (MANDATORY) ═══

Search the web and provide a brief intelligence briefing on:

1. COMPANY CONTEXT (2-3 sentences each):
   - Recent earnings, annual reports, or investor presentations — what are their stated strategic priorities?
   - Recent press releases or news — any major initiatives, partnerships, or leadership changes?
   - Their competitive position — who are their main rivals and what are those rivals doing in this space?

2. MARKET DYNAMICS (2-3 sentences each):
   - Regulatory environment — any upcoming mandates, compliance deadlines, or policy shifts relevant to this deal?
   - Industry trends — what structural changes are reshaping this sector?
   - Customer behavior shifts — how are end-customers' expectations changing?

3. STAKEHOLDER INTELLIGENCE (1-2 sentences each):
   - For each named committee member, search for any public information: LinkedIn profiles, conference talks, published articles, quoted statements. What do they publicly care about?
   - Any recent executive hires/departures that signal strategic direction changes?

4. COMPETITIVE INTELLIGENCE (2-3 sentences):
   - Has a competitor already approached this client with a similar solution?
   - What alternatives exist in this market? What's the "do nothing" cost trajectory?

═══ INTERNAL DOCUMENTS (OPTIONAL — PASTE BELOW IF AVAILABLE) ═══

[PASTE ANY INTERNAL DOCUMENTS HERE — emails, Teams threads, meeting transcripts, CRM notes, call summaries, previous proposals. If none available, write "None available." The AI will use these to detect emotional signals, political dynamics, and hidden objections that aren't visible from external research alone.]

═══ OUTPUT FORMAT ═══

Produce a structured "Intelligence Briefing" with clear headers for each section above. For each finding, note your confidence level (High/Medium/Low) based on source quality. Flag any GAPS where you couldn't find information — these gaps themselves are useful signals about what we don't know.

End with a section called "THREE THINGS YOU MIGHT NOT HAVE CONSIDERED" — based on your research, identify three factors that could influence this deal that the seller likely hasn't thought about:
- A competing internal initiative that might be consuming the same budget
- A stakeholder who isn't on the named committee but has informal influence
- A timing factor (fiscal year end, board meeting, regulatory deadline) that creates hidden urgency or hidden delay

What to do with the output: Save the entire Intelligence Briefing. It becomes the foundation for every subsequent step. The AI will reference this context throughout the remaining prompts. If any findings surprise you or feel wrong, correct them before moving on — the quality of everything downstream depends on this intelligence being accurate.

Fill in your deal context, then generate all prompts at once

Deal Context

Fill this in once. The tool will inject your details into all 7 prompts — no brackets to fill manually. Nothing leaves your browser.

The AI will search for recent news, earnings, and competitive intelligence about this company
Be specific: product name, use case, integration type
Role + Name (if known) + any context on their internal standing
List 2-4 roles. For each, add any behavioral signal you've observed (what they've said/done).
What system/process are they using today? Why does it "work" (even if poorly)?
What conversations have happened? What was the response?
Adjusts for cultural decision-making norms
Paste any email threads, Teams messages, meeting transcripts, CRM notes, or internal docs about this deal. These reveal emotional signals and political dynamics invisible from external research.