Notes from the field.
How real operators run their meetings, their pipelines, and their weeks. Written by Briefi customers and the team building it.
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More from the field
12 posts
Multi-workspace setup for operators running multiple ventures
If you work across more than one workspace — consulting clients, side projects, brands, board roles — this is the order to do things in.
Chidi Okechukwu7 min
Briefi vs Granola — the multi-workspace difference
Granola is the best single-workspace notetaker I've used. Briefi is built for operators working across multiple workspaces. Here's the specific point where they diverge.
Chidi Okechukwu6 min
AI meeting tools for solar sales teams — what to look for
Solar sales has a specific shape — site visits, quotes, finance, decision-maker presence. Most AI meeting tools are tuned for generic B2B and miss it. Here is what actually matters.
Chidi Okechukwu7 min
How to set up Briefi for a 5-person sales team in 30 minutes
A minute-by-minute setup walkthrough for a small sales team — workspace, seats, CRM, discovery guides, first run. No consultant required.
Chidi Okechukwu6 min
How Briefi briefs work — what the AI reads, what it writes
Inside the pre-meeting brief: the calendar event, the contact history, the chosen discovery guide, the optional web research, and the prompt that ties them together.
Chidi Okechukwu7 min
Briefi vs Otter — when transcription is not the bottleneck
Otter solves transcription. Briefi solves the meeting loop. They get compared, but they answer different questions. Here's how to pick the one your workflow actually needs.
Chidi Okechukwu6 min
Founder pricing — locked forever, for the first wave
A time-limited offer that locks Solo at $9, Pro at $19, and Business at $39 per month, structurally permanent via Stripe coupon. Here's how the lock works, why it's time-limited, and what happens after the window closes.
Chidi Okechukwu5 min
The MCP server — your AI agent has meeting context now
Briefi ships a hosted MCP server. Drop https://mcp.briefi.sh/mcp into Claude Desktop and your agent gets eleven tools to read meetings, generate briefs, and push outcomes to your CRM.
Chidi Okechukwu5 min
Why I built Briefi — five workspaces, one chair
Nine months ago I was forty meetings behind on my own follow-ups. I built the loop I wished existed and shipped it to my own calendar before I shipped it to anyone else.
Chidi Okechukwu6 min
What a weekly review actually looks like across five workspaces
A walk-through of the Monday-morning ritual that runs five workspaces in twenty minutes — and why I rebuilt it after three years of doing it wrong.
Chidi Okechukwu7 min
Why discovery guides beat checklists for sales conversations
After 200 sales calls I stopped using a checklist and started using a guide with rationale. Close rate went up by about a third. Here's what changed.
Chidi Okechukwu6 min
Multi-workspace is not multi-tenancy (and why operators care about the difference)
A quiet pattern Briefi got right that most CRMs got wrong: separation of data, not separation of accounts. The architecture behind a single login that supports five distinct working lives.
Chidi Okechukwu5 min