A skill from the Loadout
Know the room before you walk in.
What it does
In the gym, the approach to the bar is not incidental — it is deliberate. You know your opener. You know your second and your third. You have studied the competition. You walk up already inside the lift.
The Approach does the same thing before a sales call. Give it a company name and a line of context. It researches the target across nine concurrent source categories — company snapshot, leadership, financials, industry context, social signal, tech stack, security events, demo prep, and discovery — then renders a structured field brief. Two acts in one document: business intelligence for the AE above the fold, technical depth for the SE below.
Brief structure
Both halves travel together. Both get read before the call.
Account executives
Business intelligence above the fold. Company snapshot, leadership and the buyer, financial posture, industry context, and recent signal — everything you need to open the call with authority and ask the right questions.
Sections
Sales engineers
Technical depth below the fold. Stack and integrations, public security events, demo prep, and an opener with discovery questions grounded in real public signals — so the SE walks in with a plan, not a script.
Sections
Company intel, leadership profiles, financial posture, and competitive context — before the deck, before the discovery script.
Tech stack, public security events, and a demo prep section tied to what is already in their environment.
Research and discovery questions without a full sales team. Walk into the first conversation already inside the lift.
Not just sales. QBRs, executive sponsors, partner calls — any time walking in cold is not an option.
Built from public intel
Every brief includes a MEDDPICC scorecard built entirely from public signals. Each of the eight qualification dimensions gets a verdict — Confirmed, Partial, or Unknown — with a specific next action attached. You walk in knowing what you know, what you are guessing, and what you still need to find out.
Sample scorecard. Your actual brief reflects real public intel on the target company.
See it in action
The Approach renders as a live HTML artifact in the Mission Built editorial style — cream paper, oxblood accents, Oswald display type, Merriweather body, JetBrains Mono for labels. No rounded corners. No drop shadows. Reads like a field document, not a CRM screen.
How to use it
The Approach is part of the Loadout MCP server. One connection gives you every skill in the kit. Tested on Claude.
https://mcp.missionbuilt.io/sse ✓ Verified on Claude
After you connect
Give it a company name and a line of context. The brief runs automatically.
"run the approach on [company]" "approach for Acme — AE at Elastic, meeting VP of IT Friday" "brief me on [company]" Questions
No. Your brief is generated in memory and discarded after the artifact is built. Your seller config in APPROACH.md stays on your machine and is never committed.
Just a company name and a line of context — who you are, who you're meeting, and when. The skill handles the rest across nine concurrent research batches.
Yes. The server uses Google OAuth. You authenticate once when you connect — no separate account creation required.
Also in the kit
The Approach ships under MIT. Use it commercially, adapt it for your team, embed it in your product. Source for both the skill and the MCP server lives in github.com/missionbuilt/loadout.
Save your seller context once in APPROACH.md at your project
root. The skill reads it on startup and skips those intake questions on
every repeat run.
Know your opener. Walk up already inside the lift.