Module 7•5 min
Prompt 5: The Meeting Prep Brief
Walk into every meeting fully prepared
The Meeting Prep Brief
Create comprehensive meeting preparation briefs. Walk in prepared, walk out with commitments.
The Prompt
Prepare a comprehensive meeting brief for my upcoming [MEETING TYPE]. **Meeting Details:** - With: [Person/company name, their role] - Purpose: [Why this meeting is happening] - Date/Context: [Relevant timing or circumstances] - My goal: [What I want to achieve] **Background Information:** [Paste everything relevant: previous emails, their company info, LinkedIn profile, news articles, past meeting notes. More is better.] **Brief Requirements:** 1. **Executive Summary** (read this 5 min before the meeting) - Who they are (2-3 sentences) - Why this meeting matters - Recommended approach 2. **Key Background** - Their company/role overview - Recent news or developments - Relevant history with us 3. **Conversation Guide** - Opening (exactly how to start) - Key topics to cover (in order) - Questions to ask them - Points to emphasize about us 4. **Anticipate & Prepare** - Questions they'll likely ask (with suggested answers) - Potential objections (with responses) - Topics to avoid 5. **Success Metrics** - What does a successful meeting look like? - Specific commitments to seek - Follow-up actions to propose **Constraints:** - Tone: [formal/conversational/strategic] - Total length: 2 pages max (scannable before the meeting) **Definition of Done:** After reading this brief, I should feel fully prepared and confident walking into this meeting. Execute now.
Real Output Example
Executive Summary:
Meeting with Sarah Chen, VP Product at Notion. She's evaluating workflow tools for their enterprise team (500+ users). Notion just raised Series C, expanding aggressively. Your angle: integration story + enterprise security. Goal: Get a pilot commitment for Q1.
Opening Line:
"Sarah, thanks for making time. I know you're deep in the enterprise push right now — I wanted to show you something that might accelerate that."
Questions They'll Ask:
**Q: "How do you handle SSO?"**
A: "Full SAML 2.0 support, plus SCIM for provisioning. We're SOC 2 Type II certified. Happy to connect you with our security team for the detailed questionnaire."
Common Mistakes
- Not enough background — The more you give M, the better the prep
- Vague goals — "Have a good meeting" vs "Get commitment to a 50-user pilot"
- Forgetting to anticipate objections — The hard questions are coming; be ready
- No specific opening — The first 30 seconds set the tone