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Tuesday · July 14

Good morning, there.

Start with the commitment that moves everything else.

MTWTF

How you do anything is how you do everything.

Choose today’s missionName the one commitment that deserves your attention first.

Do these next

Your three highest-value ready actions.

All tasks →

Opportunity moves due

Keep the next conversation moving.

Open pipeline →

Goals in motion

Every commitment should serve an outcome.

View all →

Open the tools and account materials you use most.

Open library →

Direction over activity

Active goals

The outcomes that turn daily work into career progress.

Outcomes into daily execution

Strategic plan

Build the path once. Publish it when it is ready. Today then shows the next unblocked actions automatically.

1Set the directionName the purpose and timeframe.
2Add outcomesConnect measurable goals.
3Build the pathAdd milestones, actions, dependencies, and repeats.
4Review and publishThe client sees only the live plan in Today.

Keep the ball moving

Opportunities

Context for coaching your live deals — your CRM stays your CRM.

Every active path, its next step, and the thinking behind it.

Build the agreement

Partners

Track each partnership target, the agreement you are pursuing, and the next action that moves it forward.

Small steps, clear reasons

To-dos

Each to-do says what to do, why it matters, and what to do if the plan changes.

Open to-dos show here first. Completed to-dos are in Completed.

Every session, captured

Sessions

Each coaching session's source document, summary, and action items — extracted, editable, and tracked on the shared board.

Ask Vbrick about sessions

Annabelle · 25 qualified appointments

Appointments & coaching

Bring booked or potential appointments to coaching. Capture a voice note, work through the next step with Jeff, and record calendar-accepted meetings when booked.

Optional: Salesforce reports

Use an exported report if it helps you bring activity history into coaching. You can manage appointments and notes here without it.

Claude Fable 5.1 + Maniac Method

Turn the thought into the right prompt.

Speak freely or paste what you already wrote. Prompt Maker adds the structure, evidence rules, and finish line.

Select Email to include Annabelle’s email document in her workspace only. Other work types do not use that document.

The finished prompt is assembled in this browser. Nothing is sent to Claude until you copy it into Claude.

Ready for Claude Fable 5.1

Your finished prompt

Start with the messy version.

The builder will preserve your intent, make the outcome explicit, and add Maniac Method standards where they apply.

Bring your research in

Plays

Choose the fastest path to a private account room: run the research here as a coach, or bring your own brief.

View account rooms ↓

Private account workspace

Build a Play

Start a private account room or bring in a brief you already have.

Run it here is available to signed-in coaches. Bring a brief is available to approved workspace members.

Bring a briefImport a published URL or upload a research Markdown fileOpen

Already have a published brief? Paste its complete HTTPS address, then import it into this private room.

Choose the research .md file you received. We validate it and build the private room.

Sign in to build the prompt with Jeff’s private skills, then import the finished Markdown brief.

Account rooms

Open the research, add the matching contact CSV, or copy a message.

Private to this workspace

Say it while it’s fresh

Voice notes

Fast coaching, call reflections, and practice feedback without another meeting.

Record a private voice note

Private to this workspace. Coach and client can listen; the author or coach can manage it.

Ready to record

Shared workspace

Recent recordings

On this device only — sign in to sync with your coach.

Temporary raw-file handoff

Video exchange

The client uploads the weekly recording. The coach downloads it, creates the clips, then deletes the original.

Upload a private video

Private resumable uploads support files well above 30 MB. Raw originals are temporary and can be deleted as soon as editing begins.

Sign in to upload and download shared video files.

Temporary originals

Download, edit, remove

Private workspace storage

Know the customer

Customer Intel

Keep customer research, account context, and supporting intelligence together in one private workspace.

Customer intelligence

Research and account context

Private workspace documents

Shared workspace files

Documents

Worksheets, scripts, decks, and prep material — private to this workspace and synced for coach and client.

Upload documents

Select one document or a batch. PDFs, Word docs, spreadsheets, decks, text files, and images can be uploaded together, up to 50 MB each. Visible only to workspace members.

Sign in to share documents.

Shared documents

Download anytime

Private workspace storage

Review. Refine. Publish.

Clip links

Individual edited clips and review links, organized after the raw file is processed.

One front door

Link directory

Account plans, playbooks, tools, and external sites—organized around the work.

0 resources

Reply to voice message

Make this action fit

Review an appointment

Speak, review the transcript, then save your note. Shared with your coach. Choose Potential appointment when nothing is booked yet; dates are not needed and it does not count toward 25.

A booked meeting is a calendar-accepted conversation between a stakeholder at a target account and a Vbrick seller, sourced by Annabelle’s outbound. Discovery, intro or partner-routed: it counts when booked with a date. No separate qualification approval or evidence is required. Reschedule this record instead of adding another; exclude entries that do not meet this definition or are duplicates.

Weekly rhythm · London

Set the times you agree in coaching. Blank times stay flexible. Existing activities retain their scheduled times.

Build the workspace

Add something new

Opportunity detail

Edit next step & notes

In shared mode, coach notes are stored separately and protected by a coach-only database policy.

Money math

Financial goal

Current commission paths: 2% when the client brings in a deal that another AE works and closes; 10% when the client brings in, works, and closes the deal directly. Actual pipeline commission uses each opportunity's ACV and selected role.

Coach plan studio

Create a strategic plan

This creates a private draft. The client’s Today view and private Plan website change only after the coach reviews and publishes the plan.

Use what already exists

Add existing goals

Choose the current goals this plan will organize. A goal can belong to only one Strategic Plan.

Available goals

Coach control

Adjust plan progress

Only the coach can change this marker. Returning to action-derived progress keeps the underlying completion math intact.

Choose what happens next

Update this to-do

Pick the day you will try this again. Moving it is okay; choosing a real day is the important part.

Set the standard

Today’s mission

Organize workspace files

Move document

Choose Customer Intel, one Opportunity, or one Partner. The private file stays in Documents, while its shortcut moves to the selected section or record.

Shared workspace

Sign in to sync

Enter your email and the password your coach gave you.

Coaching session

Log a session

Drop meeting-summary PDFs here, or choose files PDF only · up to 5 files · 12 MB each · 24 MB total
Proposed to-dos Approve items you want added to the workspace; unresolved proposals stay on this session for review
Proposed account updates Approved matches update existing Deals in Play; unresolved proposals stay on this session for review

Are you sure?

Private account intelligence

Stakeholders

Every researched stakeholder plus accepted same-account contacts. Blank contact fields are intentional.

Copy-ready campaign

Every outreach message

Each asset is copied exactly as drafted. Review the account evidence and flags before manual use.

Upload Salesforce activity report

How to export the right report
  1. In Salesforce Reports, open or create a Tasks and Events activity report. Select Annabelle as Assigned To / Activity Owner. Include open and completed activities, including calls and events.
  2. For the first report, include recent history before September 7 and the current plan through December 4. Use overlapping date ranges for later exports. Confirm which date field the filter uses; a due date is not a completion date.
  3. Include Activity ID (or Task ID / Event ID), Account Name, Assigned To / Owner, Subject, and Activity / Due / Start Date. Include Type and Status where available. Ask your Salesforce administrator for a suitable report type if those fields are unavailable.
  4. Run the report, choose Export → Details Only → CSV, using UTF-8. Export up to 2,000 detail rows per file, splitting by date if necessary. Keep the header row; omit totals, comments, email bodies, phone numbers, and email addresses.
  5. Upload below, match any different column names, confirm the report owner and date format, then review the selected activities. Uploaded events are not automatically qualified appointments.

Salesforce export instructions. Missing export controls or activity coverage require Annabelle's Salesforce administrator; this portal does not connect to Salesforce or send messages.

The file is read in your browser. Only selected activity fields are saved to this workspace after review; the original CSV is not uploaded to an AI service.