Back to Starter KitModule 7 of 8
Module 75 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

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