Meeting Prep
A context-aware meeting dossier skill that pulls from CRM, web research, and prior interactions to brief you before any call.
Meeting Prep generates a one-page dossier for any upcoming meeting. It follows the CRM-first research protocol: HubSpot data is priority-0 (deal stage, recent activity, contact history), then web research fills gaps (recent news, funding, leadership changes, tech stack signals). The dossier includes: attendee bios with LinkedIn context, company situation summary, prior interaction history from CRM, 3 recommended talking points tied to known pain, and 2-3 questions designed to advance the deal. For prospects, it cross-references your ICP model to highlight fit signals and gaps. For existing clients, it surfaces renewal risk indicators. Average generation time: 3-4 minutes per meeting. If CRM tools are unavailable, the skill degrades gracefully to web-only research.
Where it shows up:
Related Terms
Architecture
HubSpot Integration
The CRM connection that research and deal management skills query for account data, contact history,...
Methodology
ICP Model
An Ideal Customer Profile definition with firmographic criteria, behavioral signals, and pain hypoth...
Skills Layer
Research Prospect
Account-level B2B research that produces a one-page company brief with confidence-cited evidence acr...