Sample brief

What your team gets
before every meeting.

One page, readable in two minutes. This example is for an oven maker at a food show.

The one-page brief

Artifact 02

Ready to use

Corbel Dough Systems

Dana Reyes, VP of Sales

Brief
Tuesday, 10:40 AM
Booth N‑118 (Hall B)

Who they are

Dough sheeters and dividers for independent pizzerias and bakeries. About 60 employees, sold through regional dealers.

Who you're meeting

Dana Reyes, VP of Sales. Owns dealer and partner relationships. Has final say on co-marketing and bundles.

Why it's a match

They sell to the same independent pizzerias you do, and they have no oven partner. A pizzeria buying a new oven usually needs dough equipment too. A bundle gives both of you a bigger ticket and a reason for dealers to carry both lines.

Ask first

“When a pizzeria buys a sheeter from you, who are they usually buying their oven from?”

Good to know

  • They launched a countertop sheeter this spring; ask how dealers are responding.
  • They already work with two of your Northeast dealers.
  • Not a competitor, not a current partner. On your approved list.

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The introduction behind it

This is the email the other exhibitor received. You're copied, so you see exactly what was said on your behalf.

The introduction

Artifact 01

Ready to send
FromJoseph Silvagnoli, Exhibit Meetings
ToDana Reyes, Corbel Dough Systems
CcSam Patel, Hartwell Ovens

Subject

A 20-minute meeting at the food show: ovens + dough sheeters

Hi Dana,

I'm Joseph with Exhibit Meetings. I work with exhibitors at the food show next month, and I've copied Sam from Hartwell Ovens (booth C‑2140) on this note.

Sam's team sells commercial ovens to the same independent pizzerias you sell dough sheeters to. They're looking for an equipment partner to bundle with, and your line was the first one that came up.

Would 20 minutes at your booth, N‑118, on Tuesday at 10:40 work? There's no cost to you. If it's not a fit, just say so and I'll leave it there.

Joseph

Free for themOne follow-up

Next step

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