/gtm-meeting-prep — Meeting Preparation

Prepare for specific meetings with account research, meeting briefs, tailored discovery questions, agendas, and follow-up templates. The daily workhorse skill.

When to Use

• User says "meeting prep", "prep for a meeting", "meeting with [company]", "call prep"
• Has an upcoming sales call, investor meeting, or partnership conversation
• Needs account-specific research before a meeting
• Wants a meeting agenda or follow-up email template

Before Starting

Check for existing context:

1. Read projects/<project>/gtm-context.md — your product/company context
2. Read projects/<project>/icp-personas.md — buyer personas
3. Read projects/<project>/competitive-intel.md — battlecards and win/loss patterns

Process

Step 1: Intake — Meeting Context

If $ARGUMENTS provides a company or meeting type, use it. Otherwise ask:

AskUserQuestion:
  question: "What kind of meeting are you preparing for?"
  header: "Meeting Type"
  options:
    - label: "Sales / discovery call"
      description: "First or early conversation with a prospect"
    - label: "Demo / presentation"
      description: "Showing the product to a prospect or their team"
    - label: "Investor meeting"
      description: "Pitch to investors, board update, or fundraise"
    - label: "Partnership / strategic"
      description: "Discussion with a potential partner, integration, or strategic relationship"

Then gather:

• Company name — Who are you meeting with?
• Person/people — Names and titles of attendees
• Meeting context — How did this meeting come about? (cold outreach, inbound, referral, follow-up?)
• Goal — What's the ideal outcome? (Next meeting, demo, POC, decision, partnership terms?)
• Known context — Anything you already know about them or their situation?
• Concerns — Anything you're worried about or unsure how to handle?

Step 2: Research — Parallel Account Intelligence

Launch 2 agents IN PARALLEL:

Agent 1 — Company & Person Research

Task(subagent_type: "general-purpose", model: "sonnet", description: "Research meeting target")
prompt: Research [COMPANY NAME] and [PERSON NAMES].
  Company intel:
  - What do they do? (product, market, business model)
  - Company size, funding, revenue estimates
  - Recent news (last 6 months: launches, hires, funding, partnerships)
  - Key leadership and org structure
  - Tech stack (from job postings, BuiltWith, LinkedIn)
  - Current challenges or initiatives (from earnings calls, press, blog, job postings)

  Person intel (for each attendee):
  - Current role and tenure
  - Previous companies and roles
  - Recent LinkedIn posts or activity
  - Shared connections or interests
  - What they likely care about in this meeting

  Return structured account and person brief.

Agent 2 — Industry & Competitive Context

Task(subagent_type: "general-purpose", model: "sonnet", description: "Research industry context")
prompt: Research the industry and competitive context for a meeting with [COMPANY].
  - What industry trends affect this company?
  - What challenges do companies like this typically face?
  - Are they likely evaluating competitors? Which ones?
  - What regulatory or market forces should we be aware of?
  - What relevant case studies or proof points would resonate?
  Return structured industry context for meeting preparation.

Step 3: Build — Meeting Brief

1. Account Summary (one paragraph)

• Who they are, what they do, why they matter

2. Key Intelligence

• Recent company news and what it means for the meeting
• Tech stack and current tools (relevance to your product)
• Growth signals or challenges
• Likely priorities for the people you're meeting

3. Person Profiles (for each attendee)

• Name, title, role in decision
• Background (previous companies, expertise)
• Likely concerns and priorities
• Rapport hooks (shared connections, interests, recent posts)

4. Competitive Context

• Are they likely evaluating competitors? Which ones?
• Pull relevant battlecard from competitive-intel if available
• Key differentiators to emphasize in this meeting

5. Meeting Agenda (with time allocations)

For a discovery call (30 min):

For a demo (45 min):

6. Tailored Discovery Questions Customize from the discovery question bank based on:

• Their industry and company type
• Their likely challenges (from research)
• Their role in the buying committee
• What you need to learn to advance the deal

5-7 questions max — prioritized by importance.

7. Objection Prep Based on their situation, anticipate 3-5 likely objections:

• The objection they'll raise
• Your response (from objection guide, customized to their context)
• Proof point relevant to them

8. Follow-Up Email Template

Subject: [Meeting recap] — [specific next step]

[Name],

Thanks for the conversation today. A few takeaways:

1. [Key pain point they shared]
2. [How you can help — tied to their specific situation]
3. [Agreed next step with specific timeline]

[Attach: relevant resource, case study, or one-pager]

Talk soon,
[Your name]

Step 4: Validate

AskUserQuestion:
  question: "Anything I should adjust for this meeting?"
  header: "Prep Review"
  options:
    - label: "Good to go"
      description: "This covers what I need"
    - label: "Add context"
      description: "There's more I know about this account"
    - label: "Different focus"
      description: "The meeting focus is different than what's reflected"
    - label: "More questions"
      description: "Need different or additional discovery questions"

Step 5: Save

Save to: projects/<project>/meeting-prep/<company>-<YYYY-MM-DD>.md

Output

Saves to: projects/<project>/meeting-prep/<company>-<date>.md

Next Steps

• After the meeting → Update account notes and deal status
• Need to send a proposal? → Consider bench /proposal-writer
• Need follow-up sequences? → /gtm-outreach for multi-touch follow-up
• Won the deal? → Capture as a case study with /gtm-marketing