- name
- meeting-prep
- description
- Prepare for any meeting in 5 minutes — research attendees, company background, talking points, objection handling, and follow-up templates. Works for sales calls, investor pitches, client meetings, and job interviews.
- metadata
- version
- 1.0.0
- author
- TKDigital
- category
- Productivity & Sales
- tags
- [meeting prep, sales call, pitch preparation, research, talking points, follow-up, productivity]
Meeting Prep
Complete meeting preparation in 5 minutes — attendee research, talking points, objection handling, and follow-up templates.
What It Does
- Attendee Research — Background, role, recent activity, communication style
- Company Intelligence — Overview, recent news, challenges, opportunities
- Talking Points — Customized agenda based on meeting type and goals
- Objection Handling — Predicted objections with prepared responses
- Questions to Ask — Strategic questions that demonstrate preparation
- Follow-Up Template — Ready-to-send follow-up email after the meeting
Usage
Sales Call Prep
Prepare me for a sales call:
Meeting with: [Name], [Title] at [Company]
Company website: [URL]
Meeting type: [Discovery / Demo / Negotiation / Close]
My product/service: [What I'm selling]
Their likely pain points: [If known, or "research for me"]
Meeting time: [When]
Give me:
1. Attendee background (role, LinkedIn summary, recent posts)
2. Company snapshot (size, funding, recent news, challenges)
3. 5 talking points tailored to their situation
4. 3 likely objections with responses
5. 5 questions to ask them
6. Follow-up email templateInvestor Pitch Prep
Prepare me for an investor meeting:
Investor: [Name / Firm]
Fund focus: [What they invest in]
Portfolio: [Known portfolio companies]
My company: [What I'm building]
Stage: [Pre-seed / Seed / Series A]
Ask: [$Amount]
Give me:
1. Investor background and investment thesis
2. Portfolio companies I can reference (similarities)
3. Key metrics they'll ask about
4. Likely tough questions with answers
5. Narrative arc for my pitch (3-minute version)
6. Follow-up strategyClient Meeting Prep
Prepare me for a client meeting:
Client: [Name], [Title] at [Company]
Relationship: [New / Existing client]
Meeting purpose: [Kickoff / Check-in / Renewal / Upsell]
Our service: [What we provide them]
Known issues: [Any complaints or concerns]
Give me:
1. Client company update (any changes since last meeting?)
2. Agenda recommendation
3. Key wins to highlight (our work for them)
4. Concerns to address proactively
5. Upsell angle (if applicable)
6. Follow-up with action items templateJob Interview Prep
Prepare me for a job interview:
Company: [Name]
Role: [Job title]
Interviewer: [Name, Title — if known]
Job description: [Paste or summarize]
My background: [Brief relevant experience]
Give me:
1. Company research (culture, challenges, recent news)
2. Role-specific talking points
3. 5 STAR stories to prepare (Situation, Task, Action, Result)
4. Likely interview questions with suggested answers
5. 5 smart questions to ask them
6. Thank-you email templateOutput Format
# Meeting Prep Brief
**Meeting**: [Type] with [Person] at [Company]
**Date/Time**: [When]
**Duration**: [Expected length]
**Goal**: [What you want to achieve]
## 👤 Attendee Profile
- **Name**: [Full name]
- **Title**: [Current role]
- **Background**: [Career summary, 2-3 sentences]
- **Recent Activity**: [Posts, talks, articles, job changes]
- **Communication Style**: [Direct/analytical/relationship-first/detail-oriented]
- **Connection Points**: [Shared interests, mutual connections, common ground]
## 🏢 Company Snapshot
- **About**: [2-sentence description]
- **Size**: [Employees / Revenue range]
- **Recent News**: [Last 90 days]
- **Challenges**: [Known or inferred]
- **Opportunities**: [Where they're headed]
## 💬 Talking Points
1. [Point + why it matters to them]
2. [Point]
3. [Point]
4. [Point]
5. [Point]
## 🛡 Objection Handling
| Likely Objection | Response |
|-----------------|----------|
| "[Objection 1]" | [Your response] |
| "[Objection 2]" | [Your response] |
| "[Objection 3]" | [Your response] |
## ❓ Questions to Ask
1. [Strategic question that shows preparation]
2. [Question about their priorities]
3. [Question about their challenges]
4. [Question about timeline/decision process]
5. [Open-ended question that builds rapport]
## 📧 Follow-Up Template
Subject: [Suggested subject line]
[Pre-written follow-up email with blanks for meeting-specific details]
## ⏱ 2-Minute Pre-Meeting Cheat Sheet
- Their top priority: [one line]
- Your key message: [one line]
- Must-ask question: [one line]
- Desired next step: [one line]Best Practices
- Run prep 30-60 minutes before the meeting (fresh context)
- The 2-Minute Cheat Sheet is for review right before you walk in
- Customize the follow-up template within 2 hours of the meeting
- For recurring meetings, specify what changed since last time
References
references/meeting-types.md— Prep strategies by meeting typereferences/follow-up-templates.md— Follow-up email templates for every scenario