/meeting-prep

Meeting Prep

Meeting context into attendee dossiers adapted by type

Personal TierIntelligence & Research

Overview

Context-aware meeting dossier generator that researches attendees, pulls CRM data, recent content, and news. Produces conversation openers, risk signals, and competitive positioning in 4 minutes instead of 45.

What It Does

  • Researches attendees via CRM, LinkedIn, and news sources
  • Pulls deal history and previous interaction context
  • Generates conversation openers tailored to each attendee
  • Identifies risk signals and competitive positioning
  • Adapts output format by meeting type (discovery, QBR, board)

Inputs

  • Meeting details (who, when, type)
  • CRM data (auto-loaded if available)
  • Previous interaction history

Outputs

  • Attendee dossiers
  • Conversation openers
  • Risk signals
  • Competitive positioning notes

Example

/meeting-prep

Prep for a QBR with an enterprise prospect. The skill reads 6 months of CRM notes, recent Gong call summaries, and the prospect's latest blog posts to produce a dossier with 3 specific expansion opportunities and 2 risk signals.

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/revops

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CRM-first revenue operations across deals, pipeline, and forecasts

Deep Dives

Claude Code for GTMAI GTM Strategy

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Built and maintained by Victor Sowers at STEEPWORKS