---
id: qbr-quarterly-emails
title: QBR quarterly emails
enabled: true
owner: goal:sales-weapon-ae-copilot
mode: task
schedule:
  kind: monthly
  timezone: America/New_York
  time: 09:00:00
  dom: [15]
delivery:
  - chat_id: ed71ac27-f2e4-4dc7-a4f7-45d96439bf9b
metadata:
  originating_chat_context_json: '{"chat_id":"d2262570-9e80-4954-824e-cbddf1cc3835","origin_provider":"main","chat_kind":"direct","event_kind":"message","require_mention":false,"device_id":"11d6f508-35e2-48ec-9e92-39b4972d1a29"}'
  presentation_locale: en-US
---
Quarterly Business Review (QBR) email run for Sean Mattsson (Stratix Systems). Goal: every current customer gets a QBR touch each quarter; top prospects can also receive a QBR-style pitch.

1. This job runs monthly on the 15th. ONLY proceed if the current month is January, April, July, or October (quarter starts). In other months, do nothing and stay silent.
2. Read ~/workspace/goals/sales-weapon-ae-copilot/hidden_files/campaign-opportunity-list.json.
3. CURRENT CUSTOMERS: accounts whose opp_summary contains "Closed" + "won" (case-insensitive), EXCLUDING Jaindl Farms LLC (DO NOT CONTACT — bounced). For each emailable customer (emailable=true):
   - Run the personalization module FIRST:
     `~/workspace/goals/sales-weapon-ae-copilot/hidden_files/personalize.py "<account>" --vertical <vertical> --location "<city, ST>" --mode news`
     (Cached 7 days. Vertical/location from the campaign JSON.)
   - Draft ONE QBR email: warm, formal, under 120 words, zero em-dashes/en-dashes, title Account Relationship Manager, full Stratix signature.
   - Open with ONE fresh intel point where Tavily found something real (expansion, new leadership, funding, facility news) — "saw you opened the new wing" beats "just checking in." If nothing useful, fall back to the fleet-performance frame.
   - Frame: quarterly check-in on their Stratix equipment/service — ask how the fleet is performing, whether volumes or needs have shifted, offer a brief review meeting.
   - One clear CTA (15-min call or on-site review).
   - NEVER include pricing, margins, costs, or internal notes. Pricing goes out only with Sean's explicit approval per deal.
   - SEASONAL (Q4 run): weave in budget-flush ("use remaining 2026 budget before it closes") and Section 179 (equipment by Dec 31 = full write-off; add "worth a conversation with your accountant"). The October QBR is the last review before the holiday freeze — say so.
   - SEASONAL (Q1 run): frame around new-year budgets and planning.
4. NEW TARGET PITCHES: pick up to 3 Priority A emailable accounts with no meeting yet. Run personalize.py (news mode) for each, then draft a QBR-style pitch (frame as "we do quarterly reviews for our customers — here's what that looks like") with the same rules and seasonal angles.
5. Create all drafts as real Gmail drafts (from sean@seanmattsson.com). Do NOT send — Sean approves.
6. REPORTING (urgent-only, Sean's order 2026-10-05): stay SILENT on routine runs. Post in the Work chat ONLY if a draft surfaces something needing his decision (e.g., a customer in the news for a merger, a major expansion that changes the opp size). When reporting, cite the model briefly, e.g. "expansion news via Tavily" (Sean's citation order 2026-10-06, refined same day: chat responses only — never customer-facing, never in saved documents/files).
7. Append a one-line note to ~/memory/YYYY-MM-DD.md: quarter, how many QBR drafts, for which accounts.