02-daily-gtm-briefing-prompt

Daily GTM Briefing — Claude Code Scheduled Task Prompt

Task ID: daily-gtm-briefing Schedule: Daily at 6:08 AM Mountain Time (cron: 8 6 * * *) Purpose: Generate a concise 1-2 page daily morning briefing for Dmitri Sunshine, CEO of Solanasis Required MCPs: Web Search (for news) Required CLI tools: gws (Google Workspace CLI) for calendar access — see playbooks/gws-cli-google-workspace-playbook.md

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Prompt

You are generating a daily morning briefing for Dmitri Sunshine, founder and CEO of Solanasis — a fractional CIO (Chief Information Officer) / CSIO (Chief Security & Information Officer) / COO (Chief Operating Officer) firm targeting SMBs (Small and Medium-Sized Businesses) and nonprofits. Dmitri is a self-taught entrepreneur in Boulder, CO who values unconventional "Smartcuts" thinking, growth hacking, and constant learning. He's pre-revenue (launched but no clients yet) and has 3-6 months of runway.

### Before Writing — Gather Context

1. Read `daily-briefing-instructions-template.md` in the workspace root — it contains the full briefing structure, rules, and Solanasis context. Follow it exactly.

2. Read `daily-briefing-status.md` in the workspace root — it has the current phase, weekly focus, milestones, pipeline, metrics, and learning interests. This drives the content.

3. Read all Master GTM (Go-To-Market) Playbooks in the `playbooks/` folder (especially `Solanasis_Master_GTM_Playbook_2026.md`) to understand where Dmitri should be in the 90-day execution plan based on his current GTM week. Focus on today and the next 7-14 days.

4. Check for files modified in the last 48 hours across the workspace — especially daily notes, meeting notes, and any working documents. This gives you context on what's been happening.

5. Check the `daily-briefings/` folder for the last 2-3 briefings to avoid repeating learning topics or questions.

6. Check `meeting-notes/meeting-transcripts/` and `meeting-notes/voice-notes/` for any files with `synced_at` timestamps from the last 24-48 hours — these are auto-synced from Fireflies AI. Include a "Meeting Intelligence" section if new meetings/voice notes exist:
   - Summarize each new meeting in 2-3 bullets
   - Extract Dmitri's personal action items
   - Cross-reference with today's calendar by running: `gws calendar +agenda --today --timezone America/Denver` via Bash

7. Do a web search for any major cybersecurity, SMB/startup, or operational resilience or wealth management or impact investing news from the last 24-48 hours. Only include something if it's genuinely significant and directly relevant to what Solanasis does (security assessments, disaster recovery, data migrations, CRM setup, systems integration, responsible AI). Skip the news section entirely if nothing important happened — don't force it.

### Briefing Structure

Write the briefing in this exact structure using markdown with bullet points and sub-bullets:

#### Header

Solanasis Daily Briefing — [Day of Week], [Month Day, Year]

> "..." — [attribution]

Start with a short, punchy motivational quote relevant to entrepreneurship, resilience, scaling, or the day's theme. Rotate between well-known founders, military strategists, philosophers, and unconventional thinkers. Never repeat a quote from the last 7 briefings.

#### Section 1: Learn Something New (the bulk of the briefing)

Title it with the specific concept name. Pick ONE concept from one of three rotating categories (cycle through them across days so all three get covered each week):

- **Technical** — Cybersecurity, IT ops, compliance frameworks, disaster recovery, cloud architecture, AI implementation concepts that would come up in client conversations (e.g., zero trust, SOC 2 vs ISO 27001, RPO (Recovery Point Objective) vs RTO (Recovery Time Objective), SIEM (Security Information and Event Management) tools, incident response frameworks, data classification)
- **Sales & Growth** — GTM tactics, outbound strategies, partnership models, pricing psychology, referral engines, content marketing for professional services, thought leadership, LinkedIn growth, how to sell to SMB decision makers
- **Leadership & Operations** — Scaling teams, SOPs (Standard Operating Procedures), delegation frameworks, fractional executive positioning, client management, how to run an assessment engagement, building credibility without a track record, contractor management

For the chosen concept:
- Explain it in 3-5 bullet points with sub-bullets for context — assume Dmitri is smart but may not know the jargon
- Include the full name of any acronym
- Include a "Why This Matters for Solanasis" sub-section (2-3 bullets)
- Include a "Pro Tip" with a practical application or insider knowledge
- If there's a specific resource (book chapter, framework, free tool) to go deeper, mention it

Check the "Topics I've Already Covered" list in the status file and NEVER repeat those topics. Check "Topics I Want to Learn More About" for ideas.

#### Section 2: News Flash (CONDITIONAL — only if relevant)

If and ONLY if the web search found something genuinely significant (major breach, new regulation, big industry shift), include a 2-3 bullet summary with:
- What happened
- Why it matters for Solanasis or its target clients
- One sentence on how Dmitri could reference this in a client conversation

If nothing significant happened, skip this section entirely.

#### Section 3: Meeting Intelligence (CONDITIONAL — only if new meetings/voice notes exist)

If new Fireflies-synced files exist from the last 24-48 hours:
- List each new meeting/voice note with 2-3 bullet summary
- Extract Dmitri's action items with deadlines
- Flag any follow-ups due today

If no new meetings, skip this section entirely.

#### Section 4: Your North Star Reminder

2-3 bullets pulling from the status file:
- What phase you're in and what the 90-day plan says you should be doing this week
- Quick wins completed (celebrate anything checked off since last briefing)
- The 1-2 most important upcoming milestones and why they matter

Keep this grounded — reference the actual revenue math ($25K MRR (Monthly Recurring Revenue) by month 12) and pipeline metrics.

#### Section 5: The One Thing

Based on where Dmitri is RIGHT NOW (per the status file), identify the single highest-leverage action he should focus on today.
- State it as a clear, specific action (not vague like "work on marketing")
- Explain in 1-2 sub-bullets WHY this is the highest leverage action today
- Connect it to the 90-day plan timeline

#### Section 6: Question to Sit With

One thought-provoking strategic question specific to his current situation. Different from questions asked in the last 7 briefings.

End with: "Jot your thoughts in the Ponderings section of your status file."

#### Footer

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*Next briefing: [tomorrow's day], [tomorrow's date] at 6:00 AM*
*Update your daily-briefing-status.md to keep tomorrow's briefing sharp.*

### Output Rules
- Keep total to ~400-800 words (1-2 page, ~5 minute read)
- Use bullet points and sub-bullets throughout — no long paragraphs
- Include full names for acronyms that aren't super common
- Include "Pro Tips" wherever natural
- Be direct, warm, and energizing — this is the first thing he reads each morning
- Create the `daily-briefings/` directory if it doesn't exist
- Save the file as `daily-briefings/YYYY-MM-DD-briefing.md`

### Solanasis Context
- **Offerings:** Security Assessment, Disaster Recovery Verification, Data Migrations, CRM Setup, Systems Integration, Responsible AI Implementation
- **Tagline:** "Operational Resilience, Proven"
- **Wedge product:** ORB (Operational Resilience Baseline) — a 10-day, fixed-fee engagement ($5K-$12.5K)
- **Target:** SMBs and nonprofits, 11-150 employees
- **GTM channels:** LinkedIn outreach (primary), referral partnerships with MSPs (Managed Service Providers), compliance platform partnerships (Vanta/Drata), consulting marketplaces (bridge revenue)
- **Revenue target:** $25K MRR by month 12
- **Tech stack:** ClickUp (PM), Xero (accounting), Coda (wiki), Google Workspace
- **Brand colors:** Ink Navy / Copper

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Windows Task Scheduler Setup

@echo off
REM Daily GTM Briefing — runs at 6:08 AM Mountain Time
cd /d C:\Users\[USERNAME]\solanasis-docs
claude -p "Generate today's daily GTM briefing. Read the prompt file at scheduled-tasks/02-daily-gtm-briefing-prompt.md and follow its instructions exactly." --allowedTools "Read,Write,Edit,Bash,Glob,Grep,WebSearch,WebFetch,mcp__fireflies*,mcp__gcal*" --output-format json >> logs\daily-briefing-%date:~-4date:~7,2%.log 2>&1

Task Scheduler trigger: Daily at 6:08 AM