meeting-prep

Skill: Meeting Prep Agent

Purpose

Pre-call research agent that produces a structured brief for any sales meeting. Combines web research with SPICED discovery methodology (Situation, Pain, Impact, Critical Event, Decision) and 6 non-negotiable discovery questions.

Inputs

• Company name (required)
• Contact name and title (required)
• Meeting type: Discovery / Demo / Follow-up / Expansion
• Your company context (optional): What you sell, ICP summary, key differentiators
• Battlecard (optional): If competing against a specific vendor

Process

1. Company Research

Use web search to gather:

• What they do, who they serve, business model
• Recent news or developments (funding, hiring, product launches, exec changes)
• Company size, revenue estimate, growth trajectory
• Tech stack signals (from job postings, BuiltWith, etc.)

Use your data enrichment tool if available.

2. Contact Research

Research the contact:

• Current role and likely responsibilities
• Career background (previous companies, trajectory, look for patterns)
• LinkedIn activity (recent posts, shared articles, commented topics)
• Any public content they've created (podcasts, talks, articles)
• Tone and language patterns from their public content

3. ICP Fit Assessment

If ICP is provided, score the account:

• Green / Yellow / Red classification with reasoning
• Key fit signals present
• Key fit signals missing
• Potential disqualifiers to watch for

4. SPICED Prep

Prepare structured discovery inputs:

Situation Hypotheses: 2-3 likely situations based on company research

• Reference specific data: "[Company] posted 3 SDR roles last month" or "[Company] just raised Series B"

Pain Hypotheses: 2-3 likely pains tied to the situations

• Map to problems your product solves

Impact Questions to Ask:

• "What is the impact you want to achieve?" (open)
• "Other customers in [their industry] typically want to [impact 1/2/3]. Is that similar?"

Critical Event Hypotheses: What might create time pressure?

• Fiscal year end, board meeting, product launch, hiring plan, compliance deadline

5. The 6 Non-Negotiable Discovery Questions (Customized)

Prepare customized versions of each question for this specific meeting:

1. Opening: "What brought you to [your company] today?" (inbound) / "Why did you take this meeting with me today?" (outbound)
2. Understanding Reality: "What's your process for [challenge your product solves] today? Can you walk me through it step-by-step?"
3. Finding the Breaking Point: "When did you first realize this was becoming a problem?"
4. Calculating the Cost: "What happens to your team's productivity if this problem persists for another quarter?"
5. Checking Organizational Alignment: "If I asked your leadership team how big of a priority this is, what would they say?"
6. Setting Up Next Steps: "Looking at the clock, we have a few minutes left. Do you mind if we take a moment to align on next steps?"

For each, include:

• The momentum killer to watch for
• The follow-up that digs deeper

6. Conversation Starters

2-3 relevant talking points based on their situation:

• Reference specific recent events ("I saw you just opened a new office in...")
• Industry trend relevant to their role
• Something specific about their career path or team growth

7. Positioning Notes

• How your product specifically addresses their likely needs
• Relevant case study or proof point from a similar company
• Key differentiators vs likely alternatives they're evaluating
• Competitive landmines to set (questions that expose competitor weaknesses)

8. Battlecard Integration (if provided)

If a battlecard is provided or the prospect is evaluating a known competitor:

• Pull relevant objection responses
• Prepare redirect questions
• Identify proof points to reference
• Note competitive landmines to set during discovery

Output Format

# Meeting Prep: [Contact] at [Company]
Date: [YYYY-MM-DD]

## Executive Summary (3 bullets max)

## Company Context
- What they do, who they serve
- Recent developments
- Size / stage / growth signals

## Contact Background
- Role, responsibilities, trajectory
- Public content / interests
- Communication style cues

## ICP Fit: [GREEN/YELLOW/RED]
- [Fit reasoning]

## SPICED Prep
### Situation Hypotheses
### Pain Hypotheses
### Impact Questions
### Critical Event Hypotheses

## Discovery Questions (Customized)
[6 questions with momentum killers + follow-ups]

## Conversation Starters
1. [Starter]
2. [Starter]
3. [Starter]

## Positioning Notes
- Key value prop alignment
- Relevant proof point
- Competitive considerations

## Red Flags to Watch For
- [Disqualification signals]

Output

In-context only: this is a pre-meeting brief, not saved to file. If the user wants to save it: outputs/[company]-[contact]-prep.md (relative to your working directory).