Same loop. Different fields.
41 industry-specific discovery guides across 13 sectors. The four below are the verticals we know best — every brief, follow-up, and CRM push is shaped to the rhythm of that work.
Win the site visit before you turn up.
Solar sales lives or dies on the first 15 minutes of a site visit.
Read the full case
Quote what you can actually build.
"Build me an app" calls go off the rails fast.
Read the full case
Quotes that don't bleed your margin.
Homeowner first quotes are 80% of the work and 30% of the close rate.
Read the full case
Run five clients like one.
Each client gets its own workspace with separate inbox, pipeline, and CRM connection — but Briefi's Command bar searches all five at once.
Read the full caseEvery meeting. Every industry.
Every system guide ships in your workspace from day one. Pick one per meeting, fork to edit, or write your own — tenant-authored guides live alongside the system catalogue inside Briefi. The four marquee verticals above link to long-form deep-dives; the rest are listed here with the meeting type and counterparty Briefi tunes them for.
Solar / Renewables
Lead intake, site assessments, GHL implementation scoping. Built around the rhythm of installer-led businesses where speed-to-quote drives close rate.
Software & tech
Custom software discovery, SaaS sales calls, MSP intake, cybersecurity assessments. Conversations where the answer is rarely off-the-shelf.
- Custom Software DiscoveryDeep-dive
For businesses exploring bespoke software development
- SaaS sales — discovery
Generic B2B SaaS first-meeting discovery
- Cybersecurity assessment — intake
First call with a prospect exploring a security review
- IT managed services — discovery
MSP intake call with an SME considering managed IT
Marketing automation
GoHighLevel implementations and audits — the GHL ecosystem we live in. Onboarding new SMB owners and re-auditing old setups.
- GHL Onboarding — SME ownerDeep-dive
Kicking off a GoHighLevel implementation with a small-business owner
- Marketing Automation Audit
Auditing an existing funnel + automation setup with a marketing manager
Marketing & growth
Agency pitches and website builds. The first conversation that decides whether you scope a $5k or a $50k engagement.
- Agency new business — pitch
First call with a prospective agency client
- Website build — kickoff
First scoping call with a client commissioning a website
AI / Workflow automation
Selling AI-led automation into operations leaders. Diagnosing where the hours bleed before you scope what to build.
- AI / Workflow Automation Pitch
Pitching AI-led process automation to a COO or operations lead
Professional services
Accountants, tax specialists, lawyers (commercial + family + immigration), financial advisers, M&A and valuation. High-trust intake meetings where the brief sets the engagement.
- Accountant — new client intake
First call with a prospective accounting client
- Tax specialist — new client
Initial call with a prospect needing complex tax advice
- Lawyer — initial consult
First consultation with a prospective legal client
- Family law — initial consult
First consultation on a family law matter
- Immigration consult — initial
First consultation with someone navigating a visa pathway
- Financial Adviser — discovery
First discovery meeting with a prospective advice client
- M&A advisory — sell-side intake
First conversation with an owner exploring a sale
- Business valuation — kickoff
Scoping a formal valuation engagement
- Business advisory — intake
First conversation with a founder considering an advisory engagement
Trades
On-site quotes — plumbers, electricians, HVAC, builders, pest, removalists. Pricing while you walk the job and getting the brief tight before the deposit hits.
- Trades — homeowner quoteDeep-dive
On-site quote with a homeowner (plumber / electrician / builder)
- HVAC — homeowner quote
On-site HVAC quote for a residential property
- Electrician — commercial
On-site quote for a commercial electrical job
- Builder — renovation consult
On-site visit for a residential renovation
- Pest control — homeowner quote
On-site visit for a residential pest job
- Removalist — quote
In-home survey for a moving job
Recruitment
Hiring intake with managers and first-round candidate screens. Two sides of the same conversation, calibrated for either seat.
- Recruitment — hiring intake
Briefing call with a hiring manager on a new role
- Candidate screen — tech
First-round screen with a technical candidate
Real estate
Buyer consults, seller appraisals, commercial leasing tenant rep. First meetings that decide whether you get the listing or the brief.
- Real estate — buyer consult
First meeting with a prospective property buyer
- Real estate — seller appraisal
Market appraisal visit at the seller's home
- Commercial leasing — tenant rep
First meeting with a business looking for new commercial space
Healthcare & allied
Allied health intake — physiotherapy, psychology / counselling, nutrition. Calibrated around clinical context and consent, not sales pressure.
- Physiotherapy — initial intake
First appointment with a physio patient
- Mental health — initial intake
First session with a psychology / counselling client
- Nutritionist / dietitian — intake
First appointment with a nutrition client
Financial services
Mortgage brokers, insurance brokers, business-loan advisers. Discovery meetings that determine the strategy before the application gets written.
- Mortgage broker — discovery
First call with a borrower exploring a mortgage
- Insurance broker — review
Annual or initial review with a personal / business insurance client
- Business loan adviser — consult
Helping a business owner secure debt finance
Internal
1:1s, skip-levels, board updates, investor updates. The internal meetings that compound — guides that keep them sharp instead of drifting into "fine".
- 1:1 with a direct report
Recurring 1:1 with someone you manage
- Skip-level — with a manager's report
Periodic skip-level with someone two levels below you
- Board update — prep
Internal preparation script before a board meeting
- Investor update — prep
Internal prep before an investor 1:1 or update meeting
General
A fallback guide that picks up whenever the specialist templates don't fit. Five sections, same loop.
- Generic external discovery
Fallback guide for any external meeting that doesn't fit a specialist template
Don't see your industry?
The Generic external discovery guide handles any meeting type the specialist templates don't cover. Or write your own in Settings → Workspace → Discovery guides — tenant-authored guides live alongside the system catalogue.
Your next meeting deserves a brief.
Connect Google Calendar, see your first brief in 90 seconds. No card on file. Cancel from Billing whenever.