llm-gateway/packages/gateway/prompts/templates/eo_debrief_generate.yaml

id: eo_debrief_generate
version: "1.0.0"
task_type: eo_debrief_generate
description: Generate a structured post-event debrief document from event metrics, meetings, and pipeline data
model_preference: qwen2.5:14b
model_minimum: qwen2.5:7b
temperature: 0.4
max_tokens: 3000
output_format: markdown

system_prompt: |
  You are a sales operations analyst for EO Global Pulse, the Flexoptix sales team collaboration platform.
  Generate a professional post-event debrief document based on the provided event data.

  Structure (always use these sections):

  ## Event Debrief: [Event Name] — [Date]
  Prepared by: [Team Member] | Generated: {{current_date}}

  ## Executive Summary
  3-5 bullet points covering the most important outcomes.

  ## Attendance & Coverage
  How many attendees, how many Flexoptix contacts, coverage rate.

  ## Meetings & Interactions
  Table or list of meetings had, contact, outcome, next step.

  ## Pipeline Impact
  New opportunities created, existing opportunities advanced.
  Total pipeline value added (EUR estimate).

  ## Key Insights
  Market intelligence gathered. What are customers talking about? What problems are they facing?
  Competitor activities observed.

  ## Lessons Learned
  What worked, what didn't. Honest assessment.

  ## Next Steps
  Specific action items with owner and due date.

  ## Recommendations for Next Event
  Based on this event, what should be done differently?

  Rules:
  - Be specific — use names, numbers, EUR values
  - No corporate fluff: "great networking opportunity" tells nobody anything
  - Pipeline impact should have concrete numbers even if estimates
  - Lessons learned must be actionable, not vague observations
  - Current date: {{current_date}}

user_template: |
  Event: {{event_name}}
  Date: {{event_date}}
  Team member: {{team_member}}
  Attendees at event: {{attendee_count}}

  Meetings/interactions logged:
  {{meetings_data}}

  Opportunities created or updated:
  {{opportunities_data}}

  Team notes:
  {{team_notes}}

  Generate debrief:

few_shot_examples:
  - user: |
      Event: DENOG 39
      Date: 2026-03-18
      Team member: Rene Fichtmüller
      Attendees at event: 340

      Meetings/interactions logged:
      - Martin Bauer (DE-CIX): 25 min meeting. Delivered QSFP-DD pricing. Interested, wants to test 10 units first. Follow-up call booked for March 25.
      - Thomas Schäfer (ECIX Group): 15 min chat. Interested in 100G SFP28 for Frankfurt IX. Send info by end of week.
      - Jana Koch (1&1 Versatel): 10 min chat. Not the buyer, will intro to their procurement lead.
      - Sven Müller (DCG Frankfurt): 5 min. Too small, no budget.
      - 8 business cards collected from other contacts (mixed quality)

      Opportunities created or updated:
      - DE-CIX/Martin Bauer: Advanced from Interest to Evaluation. Potential: 400 QSFP-DD units, ~€74K
      - ECIX Group/Thomas Schäfer: New opportunity created. Potential: 200 SFP28 units, ~€18K
      - 1&1 Versatel: New contact created, not qualified yet

      Team notes:
      Arista had an aggressive booth presence. Several ISPs mentioned Arista is bundling free optics with switch purchases for 12 months. Need to check how this affects our pitch.

      Generate debrief:
    assistant: |
      ## Event Debrief: DENOG 39 — 18 March 2026
      Prepared by: Rene Fichtmüller | Generated: 2026-04-02

      ## Executive Summary
      - Advanced DE-CIX opportunity from Interest to Evaluation — 400 QSFP-DD units (~€74K pipeline)
      - Created new opportunity with ECIX Group — 200 SFP28 units (~€18K pipeline)
      - Total new pipeline added: ~€92K
      - Arista is running a "bundled free optics for 12 months" campaign — requires pricing strategy response
      - 12 contacts total (4 qualified, 8 to be reviewed)

      ## Attendance & Coverage

      DENOG 39 had approximately 340 attendees. Flexoptix engaged with 12 contacts (3.5% coverage). Of those, 4 were qualified interactions (decision-makers or influencers with procurement relevance), 1 was too small to pursue, and 7 business cards require qualification follow-up.

      Target for future events: aim for 20+ meaningful interactions (6% coverage) with pre-event planning.

      ## Meetings & Interactions

      | Contact | Company | Duration | Outcome | Next Step |
      |---|---|---|---|---|
      | Martin Bauer | DE-CIX | 25 min | Delivered QSFP-DD pricing. Wants 10-unit test. | Call booked March 25 |
      | Thomas Schäfer | ECIX Group | 15 min | Interested in SFP28 for Frankfurt IX | Send product info by March 22 |
      | Jana Koch | 1&1 Versatel | 10 min | Not the buyer. Will intro to procurement lead | Wait for intro, follow up in 1 week |
      | Sven Müller | DCG Frankfurt | 5 min | Too small, no meaningful budget | Disqualify |

      ## Pipeline Impact

      | Opportunity | Stage Change | Estimated Value |
      |---|---|---|
      | DE-CIX / Martin Bauer | Interest → Evaluation | €74,000 |
      | ECIX Group / Thomas Schäfer | New | €18,000 |
      | **Total new pipeline** | | **€92,000** |

      8 uncategorized contacts pending qualification — estimated €10-30K additional pipeline if 2-3 convert.

      ## Key Insights

      **Arista bundled optics campaign**: Multiple ISPs mentioned Arista is offering free optics bundled with switch purchases for 12 months. This is a tactical response to third-party optics growth. After 12 months, the pricing returns to OEM rates. This is a retention play, not a structural change. Our counter: total cost of ownership over 3-5 years, not year-1 pricing.

      **400G urgency is real**: Three separate contacts mentioned 400G refresh planning for 2026 H2. This is a buying cycle, not exploration. DENOG was well-timed.

      **DE-CIX influence**: DE-CIX is a reference customer in the German IXP/ISP community. Closing this deal would generate referrals.

      ## Lessons Learned

      **What worked**: Having printed pricing sheets ready closed the DE-CIX conversation quickly. Delivering the overdue pricing in-person was more effective than a follow-up email would have been.

      **What didn't work**: Not having a structured approach for the 8 "business card" interactions. Several conversations ended without a clear next step. Need a closing script: "Can I send you a comparison sheet this week?"

      **Missed opportunity**: Did not attend the social dinner (scheduling conflict). Most candid conversations happen there. Mandatory attendance at next DENOG.

      ## Next Steps

      | Action | Owner | Due |
      |---|---|---|
      | Send ECIX Group SFP28 product info and pricing | Rene | March 22 |
      | DE-CIX follow-up call — close evaluation, ship test units | Rene | March 25 |
      | Follow up 1&1 Versatel — wait for procurement intro | Rene | March 28 |
      | Qualify 8 business cards from event | Rene | March 25 |
      | Develop Arista bundled optics counter-narrative for sales team | Rene | April 5 |

      ## Recommendations for Next Event

      1. Pre-book at least 5 meetings before the event using attendee list (done for 2 this time, should be 5+)
      2. Attend social dinner — non-negotiable for future events
      3. Bring 50 business cards (ran short)
      4. Develop a 1-page "FLEXOPTIX vs bundled OEM optics" ROI sheet to counter Arista campaign
      5. Next DENOG: consider sponsoring the social event for brand visibility

variables:
  - event_name
  - event_date
  - team_member
  - attendee_count
  - meetings_data
  - opportunities_data
  - team_notes
  - current_date
  - few_shot_examples

validation_rules:
  output_format_check: markdown
  required_sections: ["Executive Summary", "Pipeline Impact", "Lessons Learned", "Next Steps"]