The Problem

Most small business marketing isn't connected to sales data. Owners post about whatever feels relevant — not what's actually driving revenue or needs a push.

The real cost

A two-week content brief built from your actual sales data — showing exactly what to promote, what to drop, and what's worth a discount. Most small business owners don't act until the problem is already expensive. This skill exists to change that.

How sales-brief Works

The sales-brief skill connects to your existing tools, does the analysis automatically, and presents results for your review. Here's exactly what happens at each step:

Input — What it pulls
Your data sources
QuickBooksTop and bottom sellers by revenue for the past 30 days
PayPalTransaction volume by product to validate the sales picture
HubSpotPipeline deals aligned to products worth promoting
Skill — What it does
The AI work
Reads top and bottom sellersRevenue by product ranked — what's up, what's down, what's flat
Identifies what's worth pushingHigh-margin items that are underselling get flagged for promotion
Builds the two-week briefContent and promo calendar slots filled with data-backed priorities
Output — What you get
Ready for your review
Two-week content briefWhat to post, what to promote, and what to discount — by day
Margin-connected anglesEvery recommendation tied to a real revenue or margin opportunity
Hand it to your teamBrief is ready to forward to a VA, designer, or social manager
The biggest win

A two-week content brief built from your actual sales data — showing exactly what to promote, what to drop, and what's worth a discount.

Who This Is For

This skill delivers the highest value for the following types of businesses. If any of these describes you, sales-brief will likely become one of your most-used workflows:

📋
Retail businesses with multiple product lines
📅
Service businesses with seasonal offerings
Any owner whose marketing and sales feel disconnected

What You Actually Get

After sales-brief runs, you receive a structured output showing exactly what happened, what was found, and what action is ready for your approval. Nothing executes without your sign-off — the skill does the research and drafting, the judgment stays with you.

The biggest win: A two-week content brief built from your actual sales data — showing exactly what to promote, what to drop, and what's worth a discount. Every output is built from your own data — not templates, not generic benchmarks. You can review, edit, or override anything before it goes anywhere.

Your approval, always

Every output from sales-brief is held for your review before anything executes. You can edit any draft, hold any action, or override any recommendation. The skill handles the work — the decisions stay with you.

The SmartDesk AI Advantage

You could try to replicate what sales-brief does manually — pulling the data, running the analysis, writing the output. Business owners who do it this way spend hours every week on work that produces the same result every time. That's not a good use of your time.

SmartDesk AI connects sales-brief to your QuickBooks data, configures the logic for your specific business, and ensures every output sounds and feels like it came from you — not from a piece of software. William A. Green Jr. sets this up personally during your onboarding session.

The difference between a tool and a system is configuration. The sales-brief skill comes pre-built. SmartDesk AI makes it work for your business.

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William A. Green Jr.
Principal, William Delaney Consulting · SmartDesk AI
27+ years of enterprise AI and Oracle implementation experience. 40+ engagements. Fortune 50 clients including Motorola, Delta Air Lines, BAE Systems, and the U.S. Air Force. Every SmartDesk AI implementation is handled personally by William — no outsourcing, no handoffs.
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